AI-Powered Audit Tool for External Accountants

Invoice audit & tick-and-tie — done in seconds.

Upload your invoice register and source PDFs. TickAI cross-matches every line, flags every variance and missing document, drafts your PBC client email, and exports a signed-off Excel workpaper. No templates. No manual ticking.

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ANALYSIS COMPLETE
12
Total
8
Matched
2
Variance
2
Missing
Invoice
Vendor
Amount
Status
INV-001
Acme Ltd
£2,500
✓ MATCH
INV-002
BuildRight
£8,750
⚠ VAR
INV-003
TechSoft
£1,200
✗ MISS
INV-004
Supplies Co
£342
✓ MATCH
PBC CLIENT EMAIL DRAFTED
Dear [Client], Further to our audit fieldwork, we require the following outstanding items within 5 business days...
40hrs
Saved per engagement
60s
To complete analysis
100%
Export to your own templates
$4.99
Per user / month
How it works

From upload to workpaper
in four steps.

No setup. No templates. No training. Just upload your files and let TickAI do the work.

01
📊
Upload your register
Drop in your invoice register as a CSV or Excel file — whatever format you already use.
02
📄
Upload invoice PDFs
Upload one or more invoice PDFs from your sample. Any format, any vendor layout.
03
🔍
AI cross-matches
Claude AI extracts data from each PDF and cross-matches against your register. Flags every variance and missing document.
04
✉️
Export & send
Download a clean Excel workpaper and copy the auto-drafted PBC client email. Done.
Features

Two workflows, built for
how auditors actually work.

Whether you have a register to match against, or just a pile of PDFs — TickAI handles both.

Mode 1
Tick & Tie
Upload your invoice register + PDFs. TickAI cross-matches every line, flags variances and missing documents, and drafts your PBC client email.
Mode 2
Extract & Document
No register? Just upload your invoice PDFs. TickAI reads every invoice and exports a clean Excel — invoice #, vendor, amount, date, description. Your workpaper, built automatically.
✅
Assertion-level ticking
AI auto-ticks each assertion individually — amount agrees, date within period, supplier confirmed. Not just a simple match/no match.
⚠️
Variance detection
Every discrepancy flagged with the exact difference. Register £8,750 vs Invoice £8,500 — difference of £250 noted automatically.
📋
Auto PBC list
Missing documents and exceptions compiled into a ready-to-send PBC open items list the moment analysis completes.
✉️
Draft client email
Professional client request email drafted automatically. Just review, personalise and send. No more writing the same email from scratch.
📝
Auditor notes & sign-off
Add your own notes per line and set conclusions — No exception or Exception noted. Everything exports to Excel ready to paste into your file.
🔎
Extract & Document mode
No register? No problem. Upload PDFs only and TickAI extracts every field — invoice #, vendor, amount, date, description — into a clean Excel workpaper automatically.
📥
Clean Excel export
Export a structured workpaper to Excel — engagement header, full results, auditor notes and conclusions included. Drop it straight into your firm's own template.
Early feedback

What auditors are saying.

"What used to take us the best part of a week now takes a couple of hours. The PBC email alone saves a day of back and forth with the client."
SJ
Sarah J.
Senior Auditor, Mid-size CPA Firm
"Finally a tool that works with our existing templates instead of forcing us to change how we document. That was the dealbreaker for us."
MK
Marcus K.
Audit Manager, Regional Accounting Firm
"The variance detection is incredibly accurate even on messy scanned invoices. It's changed how our team approaches invoice testing completely."
RP
Rachel P.
Internal Audit Lead, Listed Company
Pricing

Simple, honest pricing.

One plan. Everything included. No per-engagement fees, no hidden costs.

Per user / month
$
4.99
/month
Full access for one auditor. Unlimited engagements, unlimited uploads, unlimited analyses.
  • ✓ Unlimited invoice register uploads
  • ✓ Unlimited PDF cross-matching
  • ✓ Assertion-level AI ticking
  • ✓ Auto PBC list generation
  • ✓ Draft client email
  • ✓ Excel workpaper export
  • ✓ Clean Excel export — paste into your firm's template
Start free trial →
14 day free trial · No credit card needed · Cancel anytime

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Security & Trust

Built for firms that handle
sensitive client data.

We know audit firms take data security seriously. Here is exactly how TickAI handles your data — written for partners and compliance teams.

🔒
No data stored
Files processed in real time and immediately discarded. Nothing retained after your session ends.
🚫
Never used for training
Anthropic's API terms explicitly prohibit using your data to train AI models.
🔐
Encrypted in transit
All data transmitted over TLS 1.2+ encryption. Files never sent or stored in plain text.
Full security documentation → Terms of Service →

Important disclaimer: TickAI is a productivity tool for qualified auditors. All AI-generated outputs are preliminary analysis only and must be independently reviewed and verified by a qualified professional before any reliance is placed upon them. TickAI does not constitute the performance of audit procedures and outputs do not represent audit evidence as defined under any auditing standard. Full terms →