Hosted in the EUIn the browser, in Excel and on your phone
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
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.
Comment snip
Mark a spot on the page and ask about it.
Sum snip
Add up amounts on the page; the total is shown and kept.
Validation snip
Tick a figure as agreed, with a note.
Exception snip
Flag a figure that does not agree.
One click from question to page
Click a snip in a thread and Focus shows that spot, enlarged, beside the conversation.
Snips or the whole file
Switch to the whole document without losing your place.
Answer in place
Reply, attach a file or change the status while the evidence stays in view.
A full audit trail
Who asked what, when, and on which version, in a log that cannot be changed.
Every file, number and question stays linked to its source.
One project
In the browser, in Excel and on your phone
In the browser
For the client and the audit team: requests, files, review and the Itemtracker.
In Excel
The same files and threads in a side panel; snip values straight into the cells.
On your 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.
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 youStart where the work is
RequestsUpload a PDF, a file or a scan
Snip on the pageComment, validation and exception snips
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.
For accountants and finance teams
Attest.IO audit suite
Requests, evidence, snips and the Itemtracker for audits and reviews, with the Excel add-in for internal audit, tax and controlling.
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
RH
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
JS
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.
Attest.IO audit suite
