🚀 External Audit Confirmations: Streamline Your Audit Process

We’re excited to introduce a faster, easier, and more transparent way to handle audit confirmations. With your help, we can eliminate unnecessary back-and-forth and make the process seamless. Let’s get started!

🎥 Watch the Walkthrough Video
See how simple the process can be:

💡 Why Your Help Is Critical

We can’t do this without you! Your role in sending the confirmation requests is essential to ensure the verifiers recognize and respond promptly.

Here’s how you can make a difference:

1. Use our Auto Email Feature to Notify your contacts:
   • When the confirmation comes directly from your email, verifiers trust it and respond faster. We have made doing this easier than ever.  Click the Send Email Myself button to get started.
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2. Provide Accurate Contacts:
   • Double-check the verifier's information to make sure we’re reaching the right person.
3. Follow Up if Needed:
   • If a response is delayed, a quick follow-up email from you can make all the difference.

🔑 Your Involvement Saves Time and Ensures Success!

🔍 What Is an External Audit Confirmation?

An external audit confirmation is a formal request sent to third parties (verifiers) to confirm key financial information like account balances or transactions.

• Who Is a Verifier?

  • A verifier is the person or organization responsible for responding to the confirmation.

• Why Are Confirmations Important?

  • They ensure accuracy and transparency by independently verifying financial details.

🌟 Why This Process Is Better

Here’s why you’re going to love this new way of handling confirmations:

• ✅ Easier:
  • No more complicated, manual processes. Everything is streamlined and user-friendly. Authorize the confirmations with a click of a button.
• 📖 Transparent:
  • You can see exactly where each confirmation stands—who’s responded, who hasn’t, and what’s left to do.
• ⏳ Saves Time:
  • Automating confirmations cuts down on delays and lets you focus on what really matters.

✉️ How to Authorize and Send Confirmations

1. Log In to Audit Sight:

   • Use the link from your invitation email to access the platform.

2. Review the Confirmation Details and Click Authorize:

   • Make sure all the information is accurate and ready to go.
   • Once you are ready Click Authorize or Authorize All.

3. Send the Emails:

   • Follow the prompts to send the confirmation requests directly to the verifiers.

4. Track Responses in Real Time:

   • Stay updated on the status of each request—no guessing or chasing needed!

5. Follow Up if Necessary:

   • If a verifier hasn’t responded, send a polite reminder to keep things moving.

FAQs

Why do I need to send the email to the verifiers?
Verifiers trust and recognize your email, which increases the likelihood of a quick response.

Is this process safe?
Yes! Audit Sight is SOC 2 compliant, meeting the highest standards for data security and privacy. The process is fully secure and designed to protect your information.

What if something is wrong in the confirmation details?
If you notice any incorrect information, you can deny the confirmation directly in the platform. This will send it back to the lead auditor to review and correct.

How does this save time?
This process eliminates manual tasks, tracks responses automatically, and provides real-time updates—all in one place.

What if I need help?
No worries! We’re here to support you every step of the way.

📧 support@auditsight.com

Let’s work together to make your audit easier, faster, and more efficient! 🎉