Audit preparation and evidence packs

Outcome: The company enters the audit with a complete, indexed and management-approved evidence position that reduces avoidable delay and repeated requests.

Who this is for: CFO, controller or finance team is approaching an external financial-statement audit and evidence requests, narratives, representation material and sign-offs are fragmented.

Finance controls and governance

Buy as much help as the problem deserves.

Each depth is complete in itself: you can stop after any of them and still have your money's worth.

Depth 1

The answer

OctaFlow maps audit scope, timetable, prior findings, expected requests, account owners and evidence gaps. The customer receives a readiness assessment, request plan, evidence architecture, owner calendar, remediation priorities and management sign-off route.

Finished when your team can carry out the plan without us.

$3,000
Depth 2

The working method

OctaFlow installs `AUDIT_EVIDENCE_PACK.md`, request tracker, evidence index, account and control narratives, going-concern support structure, representation checklist, sign-off matrix, issue log, version rules and secure handover procedure.

Finished when your team runs it on real cases and it holds.

$9,000
Depth 3

The full system

OctaFlow builds the recurring close-to-audit workflow across task calendar, evidence collection, review, approval, auditor request handling, findings and remediation using agreed finance and document systems.

Finished when it works under real conditions we agreed in advance.

$38,000A 25% deposit commences the work. The remaining 75% is payable on completion.

A person reads every order before work starts. If it is the wrong fit, we say so and refund it. Prices are in USD and Octaflow adds no VAT or sales tax.

Proof and ownership

The answer passes when every material request has an owner and readiness state. The working method passes when sampled items trace to current, approved evidence. The full system passes when an audit cycle or controlled rehearsal completes through request, submission, query and resolution with full version history.

Commercial terms: Prices are in USD. OctaFlow adds no VAT, sales tax or other transaction tax. For any selected depth priced above $10,000, a 25% deposit is payable to commence and the remaining 75% is payable when the work is completed.

Standard exclusions: Travel, software licences, hosting, third-party data, external regulated opinions, major migration, custom applications and 24/7 support unless separately agreed.

Your business should get smarter every time it solves a problem. Even when we helped.

Five terms sit in every engagement, agreed before work starts. None of them can be traded out, at any depth, at any price.

training on your data never

Nothing you share with us teaches anyone else's system.

what we build for you yours

Files, rules, test cases and the record of what changed, in formats you can read.

model and provider swappable

Switch models, switch suppliers or step away from AI altogether. What we built still works.

decisions that matter your people

Automation does the carrying, never the choosing.

exit and handover day one

Handover, documentation and deletion of our access are agreed before we start.

For larger organisations
Work inside your perimeter or your cloud GDPR-aligned handling, agreed in writing Evidence an auditor can open Procurement-ready documentation Reference conversations on request

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