AuditFile Report Builder

AuditFile, Inc.

3.9 (7)

Connect data from trialbalances and leadsheets to build financial statements and reports.

AuditFile is a secure, cloud-based solution that helps CPA firms (and internal audit teams) perform dramatically more efficient audits, reviews, and compilations. AuditFile also has solutions for internal and government auditors. This add-in allows users to connect data from trialbalances and leadsheets to Excel to build financial statements and reports. This add-in is the easiest way to build financial statements and reports from a trial balance and adjusting journal entries. An example use case is building the balance sheet and income statement. For a given financial statement line, a user can link a cell to leadsheet balance. All journal entries are automatically reflected in Excel file.

Auditors can add:

  • Prior year account balances
  • Current year final account balances
  • Prior year leadsheet balances
  • Current year final leadsheet balances
  • Program area balances (such as Cash, A/R, etc...)

Note: this add-in requires a subscription to AuditFile. To learn more, visit: https://auditfile.com.

Add-in capabilities
When this add-in is used, it
  • Can read and make changes to your document
  • Can send data over the Internet
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