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Audit Support Workflow

External audit coordination with PBC list management, evidence provision, and audit resolution

Complexity: Complex | Duration: 30m+ | Category: Professional/Hr

Tags: #audit #external-audit #pbc #evidence #opinion

Workflow Diagram​

Steps​

Step 1: Receive PBC list​

Agent: audit

coordinator - Get auditor's prepared-by-client document requests

Step 2: Assign PBC items​

Agent: audit

coordinator - Delegate to accounting team with deadlines

Step 3: Collect evidence​

Agent: accounting

specialist - Gather bank statements, invoices, contracts, confirmations

Step 4: Provide to auditors​

Agent: audit

coordinator - Upload to audit portal, schedule walkthroughs

Step 5: Respond to queries​

Agent: accounting

specialist - Answer auditor questions on transactions

Step 6: Review audit findings​

Agent: cfo

advisor - Discuss proposed adjustments, materiality

Step 7: Record audit adjustments​

Agent: accounting

specialist - Post agreed-upon journal entries

Step 8: Obtain audit opinion​

Agent: audit

coordinator - Receive clean opinion letter

Step 9: Document lessons learned​

Agent: audit

coordinator - Improve processes for next audit

Usage​

To execute this workflow:

/workflow professional/hr/audit-support-workflow.workflow

See other workflows in this category for related automation patterns.