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Give Your Audit Team the Data It Needs—Without the Fire Drill

Capitalize helps audit and risk teams automate data gathering, testing, and monitoring so they can strengthen controls, reduce findings, and hit every deadline—without burning out the team.
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Audit Is Always Under the Microscope

Audit deadlines don’t move. Financial statement audits, SOX testing, internal audits, regulatory exams, and Audit Committee meetings all operate on rigid timetables.

 

The expectation is clear: The work must be complete, defensible, and right.

 

There’s almost no room for error:

  • Control failures can create material weaknesses, significant deficiencies, or regulatory scrutiny.

  • Incomplete populations or samples can undermine the credibility of your work.

  • Weak documentation can turn a good audit into a difficult conversation with management, external auditors, or regulators.

 

Meanwhile, the business keeps changing—new systems, new products, new processes—while many audit teams are still working like it’s 2005.

Audit Is Essential—But Rarely Welcome

Internal and external auditors have an incredibly complex job: dig into processes, surface risks, and recommend improvements… all while the people being audited wish you weren’t there.

Few, if any, business units ever say, “I hope we get audited.”

Instead:

  • Teams are often defensive or reluctant.

  • Key information can be slow to arrive—or deliberately cumbersome.

  • Audit is expected to be thorough, precise, and fast despite resistance.

The Future of Audit Is Data-Driven

In audit, one thing is guaranteed: data will keep pouring in.

The auditors who thrive will be those who can:

  • Work confidently with data and automation

  • Use analytics to identify risk faster and with more precision

  • Support continuous audit and monitoring with scalable, repeatable workflows

Teams that embrace automation and digital transformation will become the benchmark for auditing globally.

Accounting software

Deep Audit Experience You Can Count On

15+

Years

200+

Projects

100+

Clients

10

CPA’s

Audit Analytics & Automation Services

We design solutions that match how auditors really work—practical, transparent, and defensible

 

Risk-Based Scoping

Use data-driven analysis of transactions, trends, and anomalies to target higher-risk areas and prioritize audit focus.

Population Completeness Checks

Validate that populations are complete and reliable before sampling, reducing rework and disputes later.

Insightful Planning Dashboards

Provide leadership with dashboards that tie risks, controls, and results together in a clear, visual way.

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Automated Control Testing

Automate repeatable tests (like access, segregation of duties, and transactional thresholds) using repeatable workflows.

Evidence Packages On Demand

Generate standardized, audit-ready evidence packages with a few clicks instead of manual extraction every cycle.

Clear, Repeatable Documentation

Create consistent, data-backed documentation that external auditors and regulators can review and trust.

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Continuous Control Monitoring

Monitor key controls and processes throughout the period, not just at quarter- or year-end.

Exception-Driven Workflows

Surface anomalies, outliers, and potential violations so your team can focus on investigation—not data chasing.

Real-time Dashboards

Provide Audit, Finance, and Operations leaders with up-to-date views of control health and emerging risks.

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Integrated Data Pipelines

Connect ERP, HR, CRM, and operational systems into a central, governed environment for audit use.

Standardized Queries and Scripts

eplace one-off data pulls with reusable, documented queries that anyone on the team can run.

Automated Support

Feed test results directly into standardized workpaper formats so documentation is faster and more consistent.

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Not sure where to start? Two fast, low-risk ways.

Explore where managed services can relieve the most pressure and create the most impact for your team.

 

Ideation Session

A focused ideation conversation where we map your current reality — firefights, bottlenecks, and wish-list improvements.

 

  • Clarify What to Hand Off: Identify which platform tasks drain the most time and should shift to a managed partner.
  • Spot High-Impact Opportunities: Surface the areas where proactive monitoring, optimization, or transformation would deliver the biggest win.
  • Shape a Potential Model: Walk away with a clearer sense of what a right-sized managed services engagement could include for you.
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Readiness Assessment

Understand how ready you are for managed services — and where you stand to gain the most.

 

  • Reveal Hidden Risks: See where your current support approach leaves you vulnerable to outages, performance issues, or key-person dependencies.

  • Quantify the Strain: Understand how much effort your team is spending on “keeping the lights on” versus strategic work.

  • Highlight Value Levers: Pinpoint the areas (KTLO, continuous improvement, or transformation) where managed services could create the fastest impact.

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Schedule a 30-Minute Consultation

A focused 30-minute session to identify your top audit automation opportunities and what it will take to get started.

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A Managed Services Model Built Around Your Business

We combine steady, reliable support with proactive guidance so your platforms keep improving — not just staying online.

 

1

Understand Your Environment & Goals

We start by learning your platforms, current pain points, and what “good” looks like for your teams. Together, we align on scope, responsibilities, and the right service tier.

2

Stabilize, Standardize & Automate

We put monitoring, processes, and SLAs in place to reduce noise and risk. From there, we standardize how changes move through environments and automate wherever possible.

3

Optimize & Transform Over Time

Once the lights are reliably on, we shift focus to continuous improvement and transformation — finding new ways to increase adoption, performance, and business value.

Let Capitalize Run Your Platforms — So You Can Run the Business.

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Tell us how you’re supporting your analytics and automation platforms today, and we’ll show you how we can reduce risk, free up your team, and unlock more value.

Schedule a 30-min complimentary review

Trusted Brands

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frontier-airlines
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riveron
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