Run the engagement
in one place.
From the client file to workpapers, methodology, staffing, and evidence — Obsidian Audit is built for how assurance teams actually work. Less exporting. Less inbox archaeology. More of the job on the file.
What changes when the work is on the file.
- 01One system for the full engagement lifecycle — not a folder of tools and exports.
- 02Workpapers and reviews stay on the file, not buried in email threads.
- 03Methodology designed once and run consistently on every engagement.
- 04Partners see capacity and progress without a side spreadsheet.
Every surface of the practice.
Client Manager, workpapers, Workshop, Team Manager, and evidence — the modules assurance teams open every day.
The work stays on the file.
Prepare and review workpapers where the engagement lives. Notes and sign-offs stay with the work — not in a stack of emailed PDFs that go stale overnight. Open the same Excel and Word documents your team already knows, in the browser.
- Workpapers and forms opened from the engagement itself
- Excel and Word editing in the browser, on the file
- Review notes and sign-off on the same record
- No more export, attach, and hope it is current
The numbers, classified and led.
Import the trial balance, classify each account against your audit areas, and let the balances lead straight into the file — one source, not a side spreadsheet the team re-keys.
- Import and map the trial balance in one place
- Classify accounts to audit areas the team agrees on
- Lead schedules that reconcile back to the ledger
- Balances that flow into the work, not a copy of a copy
People next to the book of work.
See who is on which engagement, where time is going, and what needs attention — without a separate resourcing spreadsheet that never matches the file.
- Staff engagements from the live book of work
- Schedule views partners can actually use
- Time charged against real jobs, not placeholders
- Early signal when capacity or delivery is at risk
Straight answers.
What is Obsidian Audit?+
Software for assurance practices: manage clients and engagements, execute workpapers, run methodology packs, staff the team, and collect evidence — in one application built for how the file is actually run.
Who is it for?+
Audit and assurance firms — partners, managers, and engagement teams who need the client file, the work, and the team in one place.
How is it different from shared drives and email?+
The engagement is structured: status, workpapers, reviews, and requests live on the job. You are not reconstructing the file from inboxes at year end.
See it on your book of work.
Tell us how you run engagements today, and we'll set up a working session with the partners and managers who need to see it.
We walk Obsidian Audit against how your practice staffs and delivers engagements today — clients, workpapers, methodology, and evidence on one file.
Tell us the shape of your practice and the problems you are trying to solve. We reply to schedule a session that fits the partners and managers involved.
Built for regulated assurance work — per-firm isolation, evidence integrity, and controls we are glad to take in depth before anything is deployed.