What is an audit portal?
An audit portal is a digital hub where the auditor and finance team share documentation, comment and sign audit points. In ReAI, the portal is closely linked to continuous audit , so that deviations and findings are processed on an ongoing basis instead of at the annual settlement.
Why do you need an audit portal?
- Secure communication: Encrypted dialogue and role-based access prevent misinformation and duplication of files.
- Traceability: All actions are logged so that the audit trail meets the requirements of money laundering routines .
- Automated Alerts: Alerts minimize the risk of delayed responses and outstanding audit points.
- Effective use of resources: The team avoids email chaos and works in one common task list.
Key functions in the ReAI audit portal
| Function | Description | Effect |
|---|---|---|
| Task Management | Auditor creates requests with deadline and responsible | Transparent progress and fewer errors |
| Automatic Document Capture | The portal retrieves documents, reconciliations and notes directly from ReAI | Updated documentation without manual uploads |
| Alerts and reminders | Push and email notifications manage deadlines | No outstanding audit points at period closing |
| Audit trail | All comments, files and approvals are logged | Supports internal control and auditing standards |
Workflow for the audit team
- Plan the audit: Define controls and documentation needs across periods.
- Share requests: Create tasks in the portal and link them to continuous financial close .
- Get answers: The finance team delivers vouchers, explanations and certificates directly in the portal.
- Close findings: The auditor signs digitally and the archive is updated automatically.
Interaction with other ReAI modules
| Module | What is shared | Profit |
|---|---|---|
| Accounting Dashboard | KPIs and deviation graphs | Auditor sees trends and prioritizes control areas |
| Role-Based Access | Access Profiles | Only authorized users respond to audit requests |
| API Integration | Attachments and master data | Auditor receives traceable data straight from the source systems |
Implementation plan
| Phase | Duration | Deliveries |
|---|---|---|
| Preliminary analysis | 1 week | Access matrix, mapped document list, milestone plan |
| Pilot | 2 weeks | Configured portal for one audit team, tested alerts |
| Scaling | 3-4 weeks | Full rollout, training and integration with external advisors |
Checklist before launch
- Clarify which audit standards the portal will support (ISA, ISAE, ISRS).
- Define those responsible for updating checklists and templates.
- Establish archiving policy consistent with secure data storage .
- Test that auditors have the correct role access and can sign digitally.
With a modern audit portal, both auditors and finance get an overview, security and speed. ReAI binds requests, documentation and approvals together in one workspace, so that the audit process becomes a continuous dialogue and not a marathon in the annual settlement.