Statement Auditor
Audit-ready statements, checked before distribution.
Business Benefits
- Errors caught before statements leave the firm
- External audit cycles run faster and cheaper
- Consistent quality across every statement batch
- Reduced regulatory and reputational risk
Key Features
- Reviews financial and LP statements before distribution
- Checks consistency, completeness and audit-readiness
- Validates figures against underlying books and records
- Flags issues before they reach external reviewers
- Packages findings for finance sign-off
Interaction Channels and Integrations
Connects to
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Fund administration systems
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General ledger
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Document store
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Excel
User Interaction Channels
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Chat (Claude / Cowork)
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Document upload
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Managed agent (batch runs)
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E-mail alerts
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