HeyAuditor
PRODUCT / AI finance workflow

HeyAuditor

AI helps organise the books. Finance professionals review them.

For finance teams closing accounts or preparing audit records: AI organises documents and classification suggestions for human review. In testing.

  • Keep sources and accounts connected
  • Review classification suggestions
  • Prepare audit-data hand-offs
In testing

This product is in testing. Features and testing arrangements depend on the current version; a launch date will be announced separately.

HeyAuditor.app — coming soon

PURPOSE & VALUE / AT A GLANCE

Connect source records, accounts and review.

01 / THE PROBLEM

Transactions and documents are scattered, causing repeated classification, reconciliation and audit preparation.

02 / HOW IT HELPS

AI prepares source records and account suggestions; your team confirms entries, the ledger and reports.

03 / WHAT YOU GET

Trace transactions back to their sources and prepare records for audit hand-off.

IN PRACTICE / SEE THE RESULT

See what goes in, and what you get back.

Choose a situation close to your needs.

Your information or need

Bank statements and invoices Transaction descriptions and existing accounting rules

HeyAuditor

Organise sources and suggest account classifications for finance staff to review and confirm.

Illustrative result

Classifications and entries awaiting review Traceable source information

How this helps: Finance staff focus on exceptions and judgement, with less repetitive source organisation.

These examples illustrate use and delivery, rather than actual product screens or client results. Content, connections and deliverables depend on the agreed version and scope.

Generated work-scenario illustration: Reviewing transactions and sources before month-endUSE SCENARIO

Reviewing transactions and sources before month-end

For example, finance brings bank transactions and documents together, reviews suggested accounts and prepares reporting and audit hand-offs.

FOLLOW THE FLOW

How it works

  1. 01

    Collect source records

    Gather bank statements, invoices and transactions.

  2. 02

    AI organises and suggests

    Prepare fields, classification suggestions and source context.

  3. 03

    Finance reviews

    Check accounts, entries and exceptions.

  4. 04

    Report and hand off

    Review reports and export Excel audit records.

Discuss accounting workflows and testing

This AI-generated use scene is illustrative. Interfaces are not actual product screens or customer installations. Features and delivery depend on the agreed version and scope.

01 / CAPABILITIES

Features and their uses

See the features in the context of real work and where they can help your team.

01

Statement & document organisation

Organise bank statements and invoice data as a clear source for classification and checks.

02

AI classification suggestions

Suggest accounts from transaction descriptions and rules, for your team to review and confirm.

03

Journals & ledgers

Review, search and adjust journal entries, with ledger detail and period-end balances to trace.

04

Financial reporting

Summarise organised data into profit and loss and balance sheet reports for finance review.

05

Audit file export

Export audit records to Excel for hand-over, checks and archiving.

06

A reviewable workflow

Separate organisation, classification suggestions and financial judgement, with people confirming key steps.

02 / YOUR TEAM

Teams and work it suits

  • Finance teams organising bank transactions and documents
  • SMEs that need reviewable entries and traceable records
  • Businesses preparing audit records

The product is in testing. Contact our team to discuss the testing scope and arrangements. Accounting and audit judgement remains with finance professionals; HeyAuditor.app will launch separately.

POSSIBILITIES IN PRACTICE
01

Prepare the month-end close

Bring bank transactions and documents together, then check records by account.

02

Review classifications

Check AI suggestions and adjust entries that need judgement.

03

Prepare audit hand-over

Hand over traceable records through organised ledgers and Excel files.

03 / NEXT STEPS

What to confirm before starting.

You don’t have to change everything at once. Understand the need, then decide on the next step together.

01

Discuss your use case

Review data formats, current workflows and review needs.

02

Explore the workflow

Explore organisation, classification, reporting and audit hand-offs.

03

Confirm testing arrangements

Confirm the testing scope, participation requirements and review responsibilities for the current version. A launch date will be announced separately.

Want to know more?

This product is in testing. Features and testing arrangements depend on the current version; a launch date will be announced separately. HeyAuditor.app is coming soon.

Ask about testing
GOOD TO KNOW

Questions and getting started

Does AI replace accounting or audit judgement?

AI organises records and suggests classifications. Finance professionals review and confirm accounts, entries, reports and audit judgement.

Which records should I prepare for testing?

Confirm the current version and testing scope, then prepare authorised bank-statement, invoice or transaction samples for a pilot covering organisation, classification and human review.

Can I get started now?

This product is in testing. Features and testing arrangements depend on the current version; a launch date will be announced separately.

LET’S MAKE IT HAPPEN

Discuss accounting workflows and testing

Talk to Area2