Demo mode — Engagements, audit areas, workpapers, review notes, exceptions, sign-off decisions, time entries, audit trail are real Postgres state. are real Postgres state. Email send, E-sign on sign-off packets, Workpaper file storage (S3), External billing system, Slack notifications are stubbed.
AUDIT FIELDWORKLive demo · v1.5
AuditField
Fieldwork tracker for boutique audit firms — PBC requests, sample selection, workpapers, review notes, exception findings, and final sign-off packets on one engagement workflow.
ForBoutique audit firmsFractional CFO firmsInternal audit teamsCompliance consultancies
Welcome, Admin
Sentinel Compliance Group — engagement portfolio
AuditField dashboard — engagements, PBC, workpapers, exceptions, sign-off on one surface. Marquee final sign-off packet: ENG-2031 for Westbrook Distribution annual audit.
Admin — engagement overview
All systems nominal — open the ENG-2031 marquee sign-off packet to start the demo.
- Open ENG-2031 marquee sign-off packet to start the demo
- Try persona switching via ?as=staff_auditor / ?as=client_contact
- Inspect the audit log for the last 30 events
Active engagements
8
8 active across 8 clients.
Workpapers in review
19
Prepared or submitted, queued for reviewer.
Open review notes
9
Outstanding review-note resolution count (engagement-wide).
Open exceptions
6
Draft or sent — need disposition before sign-off.
Sign-off readiness
34%
Portfolio sign-off readiness rolled across active engagements.
PBC aging breach
1
1 engagement past PBC cadence threshold.
Engagement progress — fieldwork to sign-off
Across all active engagements: 66% of audit-hours budget consumed. Sign-off due dates tracked against engagement target end-date.
Final engagement sign-off packet · ENG-2031
Westbrook Distribution annual GAAP audit. The packet partners deliver to the audit committee: Engagement / Workpapers / Exceptions / Sign-off sections. Print-ready; emails as a single PDF with workpaper bundle.
Marquee artifact
Client
Westbrook Distribution · annual audit FY26
Workpapers
11 total, 4 reviewed, 5 in review, 2 in progress
Exceptions
5 findings, 2 dispositioned, 3 awaiting partner sign-off
Where to start by role
Every actor has one clear first move. Switch personas in the top bar.
Engagement partner
ENG-2031 ready for your sign-off. 2 exceptions awaiting partner disposition.
Audit manager
ENG-2050 missed PBC cadence. ENG-2031 ready for final sign-off.
Staff auditor
WP-2031 has 2 open review notes — resolve before mark complete.
Client contact
PBC-1050 overdue 5 days. 3 new PBC requests this week. Upload evidence.
Reviewer
WP-2042 submitted for your review. 2 review notes from last week.
Quality reviewer
5 exceptions awaiting QR disposition on ENG-2031.
AdminYou
Override-everywhere demo persona. Marquee: ENG-2031 final sign-off packet.
Recent audit events
Latest 8 of every engagement edit, PBC update, workpaper submission/review, exception, sign-off action, and threshold alert.
- May 17, 2026 1:31 AMgenerated outputGeneratedOutput · cmp8pod53001Sign-off packet for ENG-2031 (Westbrook Distribution) rendered.by Tom Reyes
- May 16, 2026 7:03 PMgenerated outputGeneratedOutput · cmp8pod53001Sign-off packet for ENG-2031 (Westbrook Distribution) rendered.by Tom Reyes
- May 16, 2026 7:00 PMpbc overdueScopeItem · cmp8pod53001PBC-1050 (bank rec March 2026) overdue 5 days — Westbrook controller notified; escalation triggered.by Aisha Patel
- May 15, 2026 7:00 PMengagement updatedEngagement · cmp8pod53001ENG-2031 fieldwork at 82%; partner sign-off slot scheduled.by Marcus Sterling
- May 15, 2026 7:00 PMpbc generatedScopeItem · cmp8pod53001Ad-hoc PBC added: additional bank rec for April close (staff request).by Maya Chen
- May 15, 2026 7:00 PMworkpaper submittedWorkpaper · cmp8podp1002WP-2042 (Inventory LCM) submitted for reviewer — sample selection complete.by Maya Chen
- May 15, 2026 7:00 PMworkpaper blocked open review notesWorkpaper · cmp8podmj002WP-2031 mark-complete blocked — 2 open review notes from reviewer.by Maya Chen
- May 14, 2026 7:00 PMsignoff packet generatedStatusReport · cmp8pofqj006Sign-off readiness packet SR-2031 rendered for Westbrook Distribution FY26 GAAP audit.by Aisha Patel
Overdue workpaper reviews
Workpapers past their reviewer-due window. Manager should chase the reviewer; staff should resolve review notes before re-submit.
| WP-2031 | Physical inventory observation | ENG-2031 | Westbrook Distribution | overdue 13 days |
| WP-205003 | ENG-2050 workpaper 3 | ENG-2050 | Northwind Foods | overdue 1 day |
| WP-205503 | ENG-2055 workpaper 3 | ENG-2055 | Cedar & Co. Hospitality | overdue 1 day |
| WP-206003 | ENG-2060 workpaper 3 | ENG-2060 | Harbor Health Systems | overdue 1 day |
| WP-206503 | ENG-2065 workpaper 3 | ENG-2065 | Brookhaven Manor Holdings | overdue 1 day |
| WP-207003 | ENG-2070 workpaper 3 | ENG-2070 | Lighthouse Insurance Mutual | overdue 1 day |
| WP-207503 | ENG-2075 workpaper 3 | ENG-2075 | Mountain Forge Outdoor | overdue 1 day |
| WP-201803 | ENG-2018 workpaper 3 | ENG-2018 | Riverline Logistics | overdue 1 day |
| WP-4090 | ICFR walkthrough — revenue cycle | ENG-2031 | Westbrook Distribution | due today |
Recent audit events (filterable)
Universal list affordances — search, per-column filter, sort, paginate, export.
| May 17, 2026 1:31 AM | cmp8poctw000g2vahh0k592ey | generated_output | GeneratedOutput | cmp8pod5300152vahqyj54xp7 |
| May 16, 2026 7:03 PM | cmp8poctw000g2vahh0k592ey | generated_output | GeneratedOutput | cmp8pod5300152vahqyj54xp7 |
| May 16, 2026 7:00 PM | cmp8pocpv00062vah1hdxibo4 | pbc_overdue | ScopeItem | cmp8pod5300152vahqyj54xp7 |
| May 15, 2026 7:00 PM | cmp8poco900042vahvu8pjvzo | engagement_updated | Engagement | cmp8pod5300152vahqyj54xp7 |
| May 15, 2026 7:00 PM | cmp8pocqj00082vahf5kl141l | pbc_generated | ScopeItem | cmp8pod5300152vahqyj54xp7 |
| May 15, 2026 7:00 PM | cmp8pocqj00082vahf5kl141l | workpaper_submitted | Workpaper | cmp8podp1002b2vahnoh7tqg5 |
| May 15, 2026 7:00 PM | cmp8pocqj00082vahf5kl141l | workpaper_blocked_open_review_notes | Workpaper | cmp8podmj00252vah9udnjsaf |
| May 14, 2026 7:00 PM | cmp8pocpv00062vah1hdxibo4 | signoff_packet_generated | StatusReport | cmp8pofqj006r2vahpcsruytl |
| May 14, 2026 7:00 PM | cmp8pocs8000c2vahuah2pmko | review_note_posted | Workpaper | cmp8podmj00252vah9udnjsaf |
| May 13, 2026 7:00 PM | cmp8pocs8000c2vahuah2pmko | review_note_posted | Workpaper | cmp8podmj00252vah9udnjsaf |