For audit & assurance firms
Audit firms drown in document chasing. We build the system that stops it.
PBC tracking, working papers, year-end crunch — the repetitive work that fills every engagement. We map it, structure it, and remove it. Same diagnostic, tuned to your stack.
Rather just ask something? hello@operine.com
What we see in audit firms
The same week-before-close, every engagement.
- 01Partners hunt for missing PBC documents the week before close.
- 02Juniors rebuild the same working papers from scratch every engagement.
- 03CaseWare / CCH / IRIS don't talk to email, Drive, or WeTransfer.
- 04Status of every engagement lives in one manager's head.
- 05Year-end queues stack up because document intake is manual.
- 06The 'right' template lives in a partner's personal folder.
The jobs your machine does
Tailor-made systems for audit operations.
A PBC tracker that updates itself
Inbound documents auto-classified and matched to PBC line items — no more manual checklists or spreadsheet tracking.
Working papers assembly from clean data
Build the template once. Engagement-specific schedules generate themselves from normalised client inputs.
A clean client document portal
Clients upload, see status, get reminded automatically — no more email-and-WeTransfer chasing the week before close.
An engagement command dashboard
Partners scan every active engagement's status in 30 seconds. No more 'where are we on the X audit?' calls.
CaseWare / NAS integration
We don't replace your audit software — we wire what you already use into the document pipeline.
How an engagement runs
Four weeks, then you own the system.
Diagnose & scope
We map your engagement workflow with you, in detail, then write the build specification together.
Build & integrate
We build, integrate with your existing audit stack, and onboard a pilot team — usually one partner's engagements first.
Roll out & adopt
We support firm-wide adoption and hand over the system. You own the code, the data, and the operation.
Fit
We don’t take every project.
This is for you if
- You're a mid-size audit firm (10–150 staff).
- Year-end engagements eat senior time you'd rather sell.
- You want to own the system, not rent another platform.
Not the right fit if
- You want to wholesale-replace CaseWare / CCH / IRIS.
- You want a generic AI chatbot bolted onto your existing process.
- Your firm is happy with how things run today.
Straight answers
Do I need to be tech-savvy?
No. If you can send a text message, you can use what we build. That is Rule 3.
Do I have to change my tools?
No. You keep the tools you already use — we build around them.
Who owns the system?
You do. The machine, the code, your data — from the day we hand over.
What you can count on
The Operine Rules.
If we don't find at least two bottlenecks worth fixing, we tell you — and we don't proceed.
You keep the tools you already use.
If you can send a text message, you can use what we build.
When we hand over, you own everything. The machine, the code, your data. Full stop.
AI only where it pays for itself. Never to look modern.
See where your firm's leverage is.
A few minutes. We'll name your biggest bottleneck and what it's costing you. If we don't find at least two worth fixing, we'll tell you, and we won't proceed.
Audit-specific questions · no pitch · you'll leave knowing where the time is going