Vantage

Early Access — Now Available

The operating system for modern audit teams

AI-powered workflows, real-time collaboration, and PCAOB-defensible documentation — all in one place.

No credit card required · 14-day free trial · Cancel anytime

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See Vantage in action

AI-FirstBuilt for Automation
PCAOBDefensible Design
Real-timeTeam Collaboration
UnifiedSingle Platform
Early Access Program

Join the founding customers shaping the future of audit

Built by an auditor, for auditors. We're in early access and your feedback directly shapes the product.

40-60%
Time on Documentation
of audit time spent on administrative tasks
Source: IIA Global Pulse
65%
Still Using Spreadsheets
of audit teams rely on spreadsheets
Source: Gartner
12-16
Week Audit Cycles
average internal audit cycle length
Source: Deloitte

We're changing that.

Vantage is purpose-built to eliminate the busywork that keeps auditors from doing what they do best: applying judgment, skepticism, and expertise.

AI-assisted workpapers
PCAOB-defensible templates
Complete audit trails

Core Capabilities

Everything you need to transform your audit workflow

Smart Automation

AI-powered workpaper generation designed to streamline audit documentation workflows.

What You Get

Built for Modern Audit Teams

A purpose-built platform designed from the ground up for how auditors actually work

Unified Workspace
All workpapers, evidence, and reviews in one place
Complete Audit Trail
Every action logged for PCAOB compliance
AI-Assisted Drafting
Accelerate workpaper creation with intelligent suggestions
Real-time Collaboration
Work together across distributed teams
WHAT WE ARE BUILDING

An AI-assisted audit operating system

Vantage is designed to give teams precision, speed, and clarity without adding complexity.

A unified audit workflow

From risk assessment to fieldwork to reporting, everything lives in one platform — consistent, governed, and traceable.

Auditors as editors, not authors

AI handles repetitive drafting, organization, and synthesis. Auditors apply judgment, skepticism, and expertise — exactly where human intelligence matters.

Institutionalizing audit knowledge

Vantage captures risks, controls, procedures, insights, and regulatory expectations into a living library that improves with every audit cycle.

Our goal is simple: make audit the easiest part of an auditor's day, without compromising rigor or quality.

Why I Built Vantage

For me, Vantage is not a theoretical business problem — it's personal.

I've lived the realities of audits where teams are talented but constrained by tools. I remember the 3am nights formatting workpapers. The frustration of copy-pasting between Excel and Word. Watching senior auditors — brilliant people — spend half their day on admin work instead of analysis.

I've seen how much potential gets lost in searching for old narratives, or manually stitching together insights scattered across spreadsheets and shared drives. The tools haven't changed in 20 years, but the expectations have.

Vantage reflects a simple belief: auditors deserve better.

I wanted to build a platform that actually understands how auditors think and work — a system that restores time, improves quality, and elevates the profession.

Vantage is early. We're not perfect yet.

But we're building something that actually understands how auditors work. And we're looking for founding customers who want to shape what that becomes.

— Sahaj, Founder of Vantage

THE PROBLEM

Your audit team is drowning in busywork

Hunting through scattered Excel files, Word docs, and email chains

3+ hours wasted per audit just finding last year's workpapers

Copy-pasting evidence across 10+ workpaper files manually

Your senior auditors spending 40% of their time on admin work

Each team member documenting tests differently

PCAOB deficiency notices costing you clients and reputation

Partners asking 'Where are we?' with no clear answer

Last-minute scrambles, missed deadlines, and burned-out staff

Review comments buried in email threads and sticky notes

Critical findings slipping through the cracks during review

The Solution

Vantage eliminates the busywork

Every audit's workpapers in one searchable platform

Find any document in seconds with full-text search and filters

AI auto-fills workpapers from prior year + evidence

Senior auditors focus on judgment, not copy-paste

Standardized, PCAOB-defensible templates built-in

Consistent documentation across every audit, every time

Live dashboards showing exactly where you stand

Partners get instant answers; no more last-minute surprises

Review comments attached directly to each question

Clear audit trail; nothing gets lost in email

HOW IT WORKS

Get Started in Three Simple Steps

From sign-up to your first audit in minutes, not days

1

Sign Up & Onboard

Create your account, invite your team, and configure your workspace in under 5 minutes

  • Quick account creation
  • Team member invitations
  • Role assignments
  • Workspace setup
2

Set Up Your Audit

Define audit scope, map controls, and let AI generate your workpapers automatically

  • Create audit engagement
  • Map entities & controls
  • AI-generated templates
  • Assign team members
3

Execute & Collaborate

Perform testing, collect evidence, and collaborate in real-time with complete audit trails

  • Complete workpapers
  • Attach evidence
  • Real-time review
  • Generate reports
Start Your Free Trial

No credit card required · Set up in minutes

AI-POWERED FEATURESBETA

Meet Your AI Audit Team

Vantage AI copilots work alongside your team to accelerate audit cycles, improve quality, and surface insights you might miss. All while maintaining human oversight and control.

Most Popular

AI Audit Copilot

Intelligent assistant that helps draft workpaper responses, suggest testing procedures, and identify potential issues based on historical data and industry best practices.

Auto-suggest workpaper responses based on control type
Recommend testing procedures from PCAOB guidelines
Identify patterns and anomalies in control data
Draft review comments and issue descriptions
Time Saver

Smart Document Analysis

Upload policies, procedures, and evidence documents. Our AI extracts key information, maps it to controls, and highlights gaps or inconsistencies.

Automatic evidence extraction from documents
Control mapping from policy documents
Gap analysis between procedures and controls
Key clause and requirement identification
Enterprise

Risk Intelligence Engine

Proactive risk identification using AI analysis of your control environment, industry trends, and regulatory changes to surface emerging risks.

Emerging risk detection from industry data
Control effectiveness predictions
Regulatory change impact analysis
Risk scoring and prioritization
New

Automated Report Generation

Generate comprehensive audit reports, executive summaries, and board presentations with AI-powered narratives and insights.

Executive summary auto-generation
Trend analysis and visualization
Recommendation drafting
Multi-format export (PDF, Word, PowerPoint)

Human-in-the-Loop AI

All AI suggestions require human review and approval. You maintain complete control.

Secure AI Processing·No Training on Your Data
END-TO-END WORKFLOW

Complete Audit Lifecycle Management

From planning to close, Vantage guides your team through every step with intelligent automation and real-time collaboration

01

Plan & Scope

Define audit objectives, identify entities, and map controls to risks with intelligent templates.

  • Risk-based audit planning
  • Entity and control mapping
  • Resource allocation
  • Timeline management
02

Execute Testing

Generate workpapers, perform testing, and document findings with automated DEA and OET templates.

  • Auto-generated workpapers
  • Question-by-question testing
  • Evidence attachment
  • Real-time progress tracking
03

Review & Collaborate

Multi-level review process with question-specific comments and role-based visibility.

  • Lead review workflow
  • Director approval
  • Comment resolution
  • Version history
04

Report & Close

Generate comprehensive reports, track issues to resolution, and maintain complete audit trails.

  • Automated reporting
  • Issue management
  • Archive and close
  • Complete audit trail
PLATFORM FEATURES

Everything you need for modern audit

Purpose-built features designed to streamline your audit processes from planning to close

Smart Workpapers

Auto-generated DEA & OET workpapers with intelligent templates. Question-specific evidence linking and review comments.

DEA TemplatesOET TemplatesAuto-numberingVersion control

Review & Collaboration

Question-specific review comments with role-based visibility. Real-time collaboration between staff and reviewers.

Review sidebarComment threadsResolve trackingReviewer-only mode

Approval Workflows

Risk-based approval routing. Lead and Director approvals with complete audit trail and status tracking.

Multi-level approvalsRisk-based routingStatus trackingEvent logging

Evidence Management

Attach evidence directly to questions or workpapers. Complete file management with download and delete capabilities.

File uploadsEvidence linkingDownload/deleteAttachment tracking

Issue Management

Raise issues directly from workpapers. Risk-based severity tracking with owner assignment and due dates.

Issue creationSeverity levelsOwner assignmentDue date tracking

RBAC & Permissions

Granular role-based access control. Staff, Lead, Director, and Manager roles with appropriate permissions.

Role managementPermission controlAudit assignmentsTeam management

Entity & Control Registry

Centralized management of auditable entities and controls. Complete control testing documentation.

Entity managementControl catalogRisk ratingsTest procedures

Real-time Dashboards

Live visibility into audit status, workpaper progress, and team performance. Customizable views by role.

Status dashboardsProgress trackingRole-based viewsExport reports

Audit Trail & History

Complete event logging for all workpaper actions. Track submissions, approvals, returns, and closures.

Event loggingTimestamp trackingActor identificationFull history
ENTERPRISE-GRADE SECURITY

Enterprise-Grade Security

Multi-tenant isolation, encrypted storage, and comprehensive audit trails.

Your audit data never trains our AI models

Row-Level Security

Database-level tenant isolation

Implemented

AES-256 Encryption

Client-side file encryption

Active

Complete Audit Trails

Every action logged & traceable

Live

PCAOB-Ready Design

Built for audit compliance

Designed

Data Encryption

  • AES-256 encryption at rest
  • TLS 1.3 in transit
  • Encrypted file storage
  • Secure data handling

Access Control

  • Multi-factor authentication via Clerk
  • Role-based permissions (RBAC)
  • Row-level security isolation
  • Session management

Audit & Compliance

  • Complete audit trails
  • Event logging & timestamps
  • PCAOB-defensible design
  • Version history tracking
Secure
Row-level Isolation
Private
Your Data, Your Control
256-bit
AES Encryption
USE CASES

Built for Every Audit Function

Internal Audit

Streamline internal controls testing and risk assessments

IT Audit

ITGC testing, SOX IT controls, cybersecurity assessments

Compliance

Multi-framework compliance tracking and monitoring

External Audit

PCAOB-compliant documentation for client engagements

PRICING & DEMO

Try it free, then choose your plan

Start with a 14-day free trial, no credit card required

Starter

Perfect for small teams getting started

$49/user/month
  • Up to 10 users
  • 5 active audits
  • Basic workpaper templates
  • Evidence management
  • Email support
  • 14-day free trial
Start Free Trial
MOST POPULAR

Professional

For growing audit teams

$99/user/month
  • Up to 50 users
  • Unlimited audits
  • AI-powered workpapers
  • Advanced collaboration
  • Priority support
  • Custom templates
  • API access
  • Advanced analytics
Start Free Trial

Enterprise

For large organizations

Custom

Volume pricing available

  • Unlimited users
  • Unlimited audits
  • Dedicated AI models
  • SSO & SAML
  • Dedicated support
  • Custom integrations
  • SLA guarantee
  • On-premise option
Contact Sales
No credit card required
14-day free trial
Cancel anytime
Money-back guarantee
TRY BEFORE YOU BUY

Experience Vantage Live

Explore the platform with our interactive demo or schedule a personalized walkthrough

See it in action

Create and manage audits
Generate DEA & OET workpapers
Attach evidence and raise issues
Review and approve workpapers
Track audit progress in real-time
Experience AI-powered assistance
EXPERIENCE THE FUTURE OF AUDIT

Ready to Lead the Audit Revolution?

Experience a modern approach to audit management with AI-powered automation and intelligent workflows designed for today's audit teams.

No credit card required · 14-day free trial · Cancel anytime

Vantage - Enterprise Audit & Risk Management Platform