Year-End Audit Preparation Agent
The Year-End Audit Preparation Agent works through your auditor's PBC request list, collects and indexes the supporting documents from your ledger and files, and tracks every item outstanding before the audit deadline. It drafts responses to audit queries and management letter points, so your team answers quickly and consistently throughout fieldwork.
Ideal forFinancial controllers
The difference
From 45-90 minutes per PBC request to 10-20 minutes
Your finance team keeps running the business during audit season instead of spending weeks searching for documents.
Done by hand
45-90 minutes per PBC request
With the Vanine agent
10-20 minutes
Time returned to your team
80%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Fewer delays in fieldwork
Audits run late when PBC items trickle in. The agent tracks every request, owner and due date so your auditors have what they need when they arrive.
Consistent, well-supported answers
Audit queries often repeat across areas and years. The agent drafts responses from your records and prior-year files so answers are consistent and evidence-backed.
Management letter points closed properly
Each management letter point is logged with a response and remediation owner, giving your audit committee a clear view of progress before next year's audit.
Capabilities
Hand your auditors a complete PBC pack and close the audit on time.
Built for financial controllers, financial managers, CFOs and finance teams at South African companies preparing for their annual external audit by IRBA-registered auditors.
PBC list management
Reads the auditor's PBC request list, assigns each item to an owner in your team and tracks status and due dates in one live register.
Document collection and indexing
Pulls reconciliations, schedules, contracts and supporting documents from your ERP and SharePoint, and indexes them to the auditor's references.
Audit query responses
Drafts responses to audit queries with the relevant ledger detail and supporting evidence, for your finance manager to review before sending.
Management letter tracking
Logs management letter points, drafts management's responses and tracks agreed remediation actions through to closure.
AFS support schedules
Prepares supporting schedules for your IFRS or IFRS for SMEs annual financial statements, consistent with the figures in CaseWare or Draftworx.
Outstanding items reporting
Produces a daily or weekly status of outstanding items for the CFO and audit committee, highlighting anything at risk of delaying sign-off.
How it works
From your systems to a result you sign off
Your financial manager reviews every document and response before it goes to the auditors, and audit sign-off remains with your external auditor.
Connect the places your financial records already live.
The auditor's PBC list and queries by email, your ledger and subledgers from the ERP, reconciliations and prior-year audit files in SharePoint. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- SAP, Sage, Syspro, Dynamics 365, Xero
- CaseWare
- Draftworx
Runs throughout audit preparation and fieldwork, on request in Teams or OpenAI Frontier, using the models your organisation approves.
An indexed PBC pack in SharePoint, a live tracker in Excel, and draft query and management letter responses in Word.
Step by step
- 01
Your auditor issues the PBC list and the agent builds the tracker with owners and due dates.
- 02
It collects and indexes supporting documents from your ERP and SharePoint.
- 03
It drafts responses to audit queries and management letter points as they arrive.
- 04
Your financial manager reviews and approves each document and response.
- 05
Approved items are shared with the auditors and the tracker is updated.
- 06
Outstanding items are reported to the CFO and audit committee until sign-off.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Which PBC items are still outstanding?"
- company
- Property group
- year
- FY25
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your financial records never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your financial records stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your financial records. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR FINANCIAL RECORDS NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
Precision AI for Institutional Workflows
