Fund admin · Fund · Per audit batch
Answer the auditor’s requests
Audit fieldwork doesn’t stall on requests: each one gets an answer drafted from the books, reviewed and shared within days.
PlanAnswer the auditor’s requests
Sort the auditor’s batch
HeldOperator splits the batch into requests the books can answer and judgement questions for you, noting what the auditor has already opened.
OperatorWaits until the auditor sends a batchAnswer each request
HeldOperator drafts each answer from the books and documents, and a fund admin takes over any it can’t. Approved answers are shared with the auditor.
API actionper requestAccountant approves all in one goReply to the auditor
HeldOperator drafts the reply with links to the answers, and a fund admin sends it.
OperatorLet the auditor’s staff in
HeldApproves the auditor’s staff who asked for access to the audit space.
API actionper access requestAccountant approves all in one goAnswer the judgement questions
HeldYou answer the questions only the GP can, such as an estimate or a related party.
PersonGP approvesList what’s still open
HeldLists the requests still open, oldest first. You see the counts; the admins see the requests.
OperatorWaits 3 business days
The plan as it runs: each step waits for the one before it, and stops at its gate until the owner approves.
At a glance
Who runs it, and when
- Who runs it
- Fund admin
- What starts it
- Your auditor submits a batch of requests through the audit request form.
- How often
- Per audit batch
- Vehicle
- Fund
Ask Operator
Start it in a sentence
Ask Operator in chat. It drafts the plan for your fund, and nothing runs until you release it.
- You
Work through the auditor’s open requests for Fund I.
- You
Answer the new batch from the auditors.
- You
What’s still open with the auditors?
The outcome
Every request in the batch has an approved answer the auditor can open, or your answer to a judgement question, and you know what is still open.
What it proves
- Starts when the auditor submits a batch, with no one watching the inbox.
- Drafts each answer from the books and documents, and hands the hard ones to an admin.
- Shares every answer behind one approval; an edited one comes back on its own.
- Sends judgement questions to you, the only person who can answer them.
- Reports what’s still open after three business days: counts for you, requests for the admins.