AI Audit Agent
Ingest PBC lists, classify requests, draft supported responses, identify gaps, and keep controller approval between AI and auditor release.
Product
The audit-ready operating layer above QuickBooks.
Keel sits above QuickBooks Online and gives finance teams the workflows QBO does not model: PBC intake, evidence-backed response drafting, approval-gated auditor release, close control, SaaS revenue support, exceptions, reconciliations, consolidation, and binder export.
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AI Audit Agent
PBC readiness
Internal until approved
PBC list
Ingested
47 requests classified
Auto-drafted
Ready
31 evidence-backed responses
Gaps
Review
8 items need controller input
Auditor release
Gated
Controller approval required
Answerable
66%
Drafts staged
31
Open gaps
8
Source ledger
QuickBooks Online
Entity books
Chart of accounts
Invoices
Journal entries
Keel control layer
Trust, control, prove
Close ready
QBO mirror
Accounts, balances, invoices, journal activity
Close control
Exceptions, ownership, approvals, policy overrides
Audit evidence
Binder, sign-offs, source links, event history
Platform
Built around the work controllers already do every close.
Auditor portal
Invite engagement-scoped audit-firm users into released support, Q&A, drillback, watermarked binder handoff, and download access history.
Source ledger mirror
Keep QBO as the ledger while Keel mirrors the close data controllers need: accounts, balances, invoices, journal activity, and financial statements.
Close + consolidation
Track readiness, owners, due dates, exceptions, reconciliations, approvals, period locks, intercompany, FX, and post-close changes.
SaaS revenue support
Move revenue support into controlled contract intake, schedules, QBO invoice evidence, GL tie-outs, assertions, and JE approvals.
CFO ROI dashboard
Measure audit-prep baselines, response automation, follow-up reduction, avoided rework, and board-ready evidence of time returned.
Evidence workflow
From QBO books to auditor-ready evidence.
Close binder
Evidence package
Export ready
Reviewed financials
P&L, balance sheet, cash flow
Exceptions
Owner, due date, resolution history
Revenue support
Schedules, invoices, tie-outs, JEs
Audit trail
Approvals, reopens, overrides
1
Mirror QuickBooks
Keel reads the QBO source data the close and audit evidence depend on while entity books stay intact.
2
Ingest PBC requests
Controllers upload auditor lists from spreadsheets, PDFs, Word documents, CSV files, or scanned support.
3
Draft with evidence
AI drafts responses from Keel evidence, points back to support, and leaves unsupported items in the gap queue.
4
Approve or edit
Judgment calls are documented with rationale, ownership, manual additions, and audit history.
5
Release and finalize
Approved support reaches auditor users or the binder. Finalization records what changed, who approved it, and when.