Audit intelligence software for trial balance analysis, exception detection, and audit workflow management.
PFI Audit Intelligence helps finance teams organize audit readiness, supporting schedules, proposed adjustments, financial statement versions, exceptions, and auditor collaboration.
Pinnacle prepares, analyzes, reconciles, and documents financial information through the audit process. The independent CPA or audit firm remains responsible for the audit opinion.
Audit analytics software structures the path from raw trial balance data through exception detection, transaction-level evidence, and findings to a documented audit trail. PFI organizes each stage — Trial Balance, Exceptions, Transactions, Evidence, Findings, and Audit Trail — so every material number is traceable and every adjustment is version-controlled.
PFI Audit Intelligence organizes trial balance data, surfaces exceptions and anomalies, and matches findings to transaction evidence — supporting the testing, documentation and workflow demands of the audit process. Control observations and irregularities are identified through structured analysis. The independent CPA or audit firm retains responsibility for professional judgment and the audit opinion. Part of the PFI Financial Intelligence platform. For investment managers and fund controllers, explore Capital & Fund Intelligence — portfolio reconciliation, Street Intelligence, and fund analytics.
End-to-End Workflow
The Audit Intelligence Workflow
Capabilities
What Audit Intelligence Includes
ERP Connector Layer
Normalize financial data from QuickBooks, Xero, NetSuite, SAP, Oracle, CSV, and more into a common Pinnacle data model.
Preliminary Financial Statements
Trial Balance, Balance Sheet, Income Statement, Cash Flow, and Equity — clearly labeled PRELIMINARY — UNAUDITED.
Audit Readiness Dashboard
13 account-area cards covering Cash, AR, Inventory, Fixed Assets, Revenue, and more — each with reconciliation status, exceptions, and risk level.
Transaction-Level Evidence
Financial Statement → Account → Subledger → Transaction → Journal Entry → Source Document. Every material number traceable.
Audit Intelligence Engine
Detects unusual journal entries, revenue cutoff risk, duplicate transactions, margin anomalies, intercompany mismatches, and 12+ exception types.
Adjustment Engine
Controlled workflow: Unadjusted TB + Client Adjustments + Auditor Proposed Adjustments = Adjusted Trial Balance. Full version history.
PBC / Audit Request Management
Auditor-client request workspace with status tracking, file attachments, comments, and responses for every audit area.
Auditor Portal
Role-based auditor-facing workspace showing completion %, open exceptions, PBC status, proposed adjustments, and financial statement versions.
Statement Version Control
Immutable version history: Preliminary → Client Adjusted → Audit Ready → Auditor Adjusted → Final. No version can be overwritten.
Coverage
Audit Readiness by Account Area
Each area displays balance, reconciliation status, document status, exceptions, risk level, open requests, and responsible owner.
Designed for Audit Integrity
Pinnacle Audit Intelligence is built around the principle that preparation, documentation, and reconciliation are distinct from the independent audit opinion.
- Pinnacle prepares, analyzes, reconciles, and documents — the independent CPA firm issues the audit opinion
- Financial statements labeled PRELIMINARY — UNAUDITED until external auditor workflow is complete
- Adjustment engine requires balanced debits and credits before any entry is accepted
- Immutable statement version history — no version can be overwritten or deleted
- Role-based access separates client, Pinnacle, and auditor workspaces
- Append-only audit trail for every material action
PFI Audit Intelligence
Bring Structure and Clarity to Your Audit Process
Use PFI Audit Intelligence to organize financial data, manage adjustments, track PBC requests, and deliver audit-ready financial statements with full transaction evidence.
Also explore: PFI Forensic · PFI Transaction · PFI Financial