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    Audit

    Get the client data ready. Keep the evidence connected.

    Prepare accounting populations, investigate unusual entries, and keep the supporting records with the work.

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    Give the team more time to investigate, with a clear path from each finding to its supporting records.

    Audit

    From client exports to work a reviewer can follow.

    1. 01

      Prepare the population

      Standardize accounting exports, reconcile balances, and identify missing fields or periods before starting the analysis.

    2. 02

      Investigate unusual entries

      Query the ledger using the team’s criteria. Explore exceptions and drill into the transactions that need a closer look.

    3. 03

      Connect the support

      Review invoices, statements, and agreements alongside the accounting data, with document answers linked to their pages.

    4. 04

      Make the work reviewable

      Keep transformations, analysis, and source references visible so a reviewer can follow how the team reached a finding.

    5. 05

      Keep the engagement together

      Organize each engagement’s files and work in its own access-controlled project. The team directs the work and reviews the conclusions.

    Example workflow

    What explains these unusual year-end entries?

    1. 01

      Prepare the ledger

      Load the year’s GL and trial balance, check totals, and identify gaps in the population.

    2. 02

      Apply the team’s criteria

      Explore entries by date, amount, account, or other available fields to identify items for investigation.

    3. 03

      Examine the support

      Review the selected entries against invoices and other records, keeping missing evidence and open questions visible.

    4. 04

      Hand over for review

      Bring the analysis, criteria, and supporting references into a workbook for the engagement team to assess.

    For review

    A reviewable investigation with the underlying records and unresolved questions attached.

    Every team, every engagement.

    CFOs, Founders & Finance TeamsSee how your plan holds up before you commit.Financial Due DiligenceGet to the earnings questions sooner.Private EquityPut the investment case against the underlying numbers.Investment BankingBuild the financial story. Be ready for the buyer’s next question.Accounting FirmsGet client files ready for review with less back-and-forth.

    Client datastays under control.

    Ask about security

    You’re working with client ledgers and confidential data rooms. SecondState keeps each engagement separate, every change reviewable, and every answer traceable.

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    EU or US hosting

    Your data stays in the region you choose. The two deployments are separate, and nothing is copied between them.

    One project per engagement

    Files and analysis are scoped to a project. Nothing is visible outside it unless you share it.

    Every figure traced

    Answers link to the rows and pages behind them, so a reviewer can check any number.

    Nothing changes without you

    Data transformations are validated and shown to you before they’re used. Destructive actions need approval.

    Full revision history

    Workbooks keep every revision. Inspect what changed or restore an earlier version.

    Activity on record

    Project activity and agent work are logged, so you can see who did what and when.

    Keep the evidence with the work.

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