Attest.IO audit suite

Upload.Verify.Collaborate.

With your client, in one place.

One place where the client delivers evidence and your team checks it and asks about it. Every file, number and question stays linked to its source.

Hosted in the EU In the browser, in Excel and on your phone
Auditor dashboard with the progress of every engagement Excel lead schedule with the Attest.IO side panel Attest.IO on a phone: what needs you
Introduction

Attest.IO in one minute

Document work usually breaks down between the steps: a file arrives by email, the question goes out in another email, and the answer refers to “page 3, the second table”. In Attest.IO the file, your check and the conversation stay together.

01

Upload

The client uploads against a clear request list. Every file gets a preview; the original is kept.

02

Verify

Check every number at its source: snips, comments, version compare and a full audit trail.

03

Collaborate

Ask and answer in one Itemtracker, next to the evidence: in the browser, in Excel or on a phone.

How it works

One workflow, three steps

Click a step, or let it play

Requested files: request 2.1.2 Bank statements – December with the uploaded files and a preview of the bank statement

Every request with its files

Each request shows the files delivered for it, with date, size and who uploaded.

One preview for every file

PDF, Excel, Word, email and scans open as a page; the original is kept.

Versions, not copies

A new upload of the same file becomes version 2; older versions stay available.

Clear status

Open, Pending, Follow-up and Approved show where each request stands.

Every file, number and question stays linked to its source.

One project

In the browser, in Excel and on your phone

In the browser

Requested files in the browser

For the client and the audit team: requests, files, review and the Itemtracker.

In Excel

Excel with the Attest.IO side panel listing the project files

The same files and threads in a side panel; snip values straight into the cells.

On your phone

Attest.IO dashboard on a phone
In Excel

Snip the evidence straight into your workbook

The Attest.IO add-in opens the project next to your lead schedule. Also in Word and PowerPoint.

Excel lead schedule: the closing balance is snipped from the bank statement into the Per bank statement column

Value, sum, table or image

Select a cell and draw a snip on the statement: the number lands in the cell.

Real Excel numbers

Dutch 10.120,21 and English 10,120.21 both arrive as numbers.

Jump back to the source

Select the cell and the panel opens the file at that spot.

Tick and flag

Validation and exception snips work as in the browser.

On your phone

The whole engagement in your pocket

Nothing to install: open Attest.IO in the phone’s browser and sign in with the same account.

Needs you: the work waiting for you per project
Needs youStart where the work is
A request on the phone with its files and an upload button
RequestsUpload a PDF, a file or a scan
Snip tools on the phone: comment, sum, validation and exception
Snip on the pageComment, validation and exception snips
The Itemtracker on the phone, grouped by status
ItemtrackerEvery thread, by status
More for the audit team

Eight tools around the core

Dashboard

Every engagement at a glance: progress, who is waiting and what is due.

List builder

Build the request list for an engagement; it saves as you type.

List templates

Start from your firm’s standard lists: audit, CDD check, assurance, compilation.

File Library

Reference files and attachments, shared with the firm or kept personal.

Compare documents

Any two files, or two versions of one file, side by side.

Search

Files, requests, Itemtracker threads and text inside PDFs.

Activity and reminders

Notifications, reminders by email and in the app, downloads and saved compares.

Logging, clients and users

A firm-wide audit trail; manage clients, users and access.

Products

One platform, three products

All three run on the same secure Attest.IO platform, hosted in the EU.

Security and data

Your documents stay in the EU

Audit evidence and fund documents are confidential. Attest.IO is built and hosted with that in mind.

Hosted in the Netherlands. Backups and email stay in the EU.

Application, database and files Netherlands
Text recognition (OCR) Netherlands
Backup copies Ireland (EU)
Email notifications EU

Encrypted

HTTPS with TLS 1.2 or higher; stored files are encrypted with AES-256.

Each organisation apart

Customer data is kept apart inside the database, enforced row by row.

Access per file

Restrict a file to named team members and clients; others can ask for access.

Sign in with Microsoft

Your organisation’s account, including its multi-factor policy.

Audit trail

Actions are recorded in a log that cannot be edited or deleted.

Every version kept

Each upload is stored with a fingerprint of its contents.

Daily backups

Recovery to any point in time and a locked backup vault; restores are tested.

Secrets in a key vault

Keys and passwords are kept in Azure Key Vault, separate from the application.

About us

Meet the founders

Rolf Hodel RA

Co-founder · Product and audit

Chartered accountant (RA, the Dutch CPA) with more than nine years of audit experience at financial services companies, including investment funds. Rolf has seen how much audit time goes into chasing documents and explaining which number you mean, and designed Attest.IO to take that work away.

RA (CPA-NL)Financial services auditInvestment funds

Joris Schoemaker

Co-founder · Technology

Senior software developer who studied Mathematics. Joris is Head of AI at a company based in Silicon Valley and leads the engineering of Attest.IO.

MathematicsHead of AISoftware engineering

See it with your own documents

Bring one recurring request, such as December bank statements. We show you how it moves from upload to approval.

info@attestio.nl