Punchcard
Organize audit work. Keep judgment human
Punchcard is a collaborative workspace for audit teams that organizes client requests and audit tasks into structured units of work, keeping instructions, evidence, agent work, and review together. It addresses the fragmentation of PBC tracking across spreadsheets, email threads, and manual status updates, giving auditors and clients a shared view of outstanding items and support.
The platform includes Request, a shared PBC request list where clients upload files tied to specific request IDs, with AI checks flagging incomplete, irrelevant, or duplicate submissions. CoAudit works across Punchcard, Excel, and Word to test evidence and prepare source-linked workpapers with reasoning and citations, including sample testing, cutoff analysis, and schedule generation. Additional modules include Workpaper and FS Review. Security features include SOC 2 certification, GDPR compliance, TLS 1.3 encryption in transit, AES-256 at rest, SSO, and MFA.
Punchcard is built for audit teams and their clients across engagement types such as financial statement, SOX, SOC 2, non-profit, and manufacturing audits. The CoAudit Agent is noted as being in beta. The company offers demos rather than self-serve plans.
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