What Audit Sight does

Audit Sight is an Atlanta-based software company founded in 2021 that builds an AI-powered SaaS platform to automate financial transaction verification for accounting audit firms, transaction advisory providers, and private equity/venture capital sponsors. The platform ingests and normalizes messy general ledger exports through proprietary data-healing technology and connects to over 11,000 U.S. financial institutions through Plaid for independent cash verification. It is delivered as a modular architecture with nine functional modules covering cash proof, journal entry testing, financial statement analytics, electronic confirmations, AR and revenue liquidation, data book preparation for due diligence, and management meeting preparation for Quality of Earnings engagements, each outputting GAAS-compliant workpapers.

Founded by former PwC auditors T.C. Whittaker (CEO), Jonathan Womack (COO, CPA), and Eric Kingery (CTO), Audit Sight embeds deep GAAS and audit-domain expertise directly into product design, including GAAS-compliant workpaper generation as a regulated output. Its proprietary Financial Anomaly Risk Score (FARS) AI engine is purpose-built by CPAs and trained on billions of financial transactions. The company operates a hybrid subscription plus usage-based pricing model with no upfront commitment, per-module and per-client annual charges, and unlimited user seats — a design that encourages firm-wide adoption within audit practices.

Audit Sight sells through a direct sales-led motion to regional and mid-market audit firms, diligence providers, and PE/VC sponsors, supplemented by content marketing, CPE-accredited webinars co-hosted with Earmark, podcast appearances, and a CPA referral network. The company has raised $6.5 million across two seed rounds (October 2021 and April 2022), both led by Hyde Park Venture Partners, and is SOC 2 Type II certified for three consecutive years. In December 2025, Thomson Reuters named Audit Sight one of six strategic AI audit ecosystem partners integrated into its Cloud Audit Suite and Guided Assurance platform — a distribution milestone that positions the product within the workflows of large audit firm customers. Operations are restricted to the United States and its territories.

Name

Audit Sight

Legal name

Audit Sight, Inc.

Website

https://auditsight.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Audit Sight is an Atlanta-based SaaS platform that uses AI and proprietary data-healing technology to automate financial transaction verification for regional audit firms, transaction advisory providers, and PE/VC sponsors. Founded in 2021 by former PwC auditors.

Ownership category

akta.pro rank

Product category

Audit Automation Software

NAICS

Offices of Certified Public Accountants (541211), Credit Bureaus (56145)

SIC

Services-Testing Laboratories (8734)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Audit, Testing & Surveillance Tuning/QA (FSACAJAL), Assessment & Examination Integrity Audits (EDADAGAE)

Keywords

• Audit automation software
• Financial transaction verification
• GAAS-compliant workpapers
• Bank reconciliation software
• Audit analytics platform

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription + Usage-Based Licensing: Hybrid model combining annual subscription with per-module, per-client usage charges. Firms pay no upfront commitment to start; pricing is per module used per client per year. Each client audited across multiple modules represents additional usage-based revenue. Assigned Customer Success Manager suggests a high-touch onboarding and account management motion. Revenue is recurring (subscription component) with usage-based upside as firms expand module adoption.
2. Module-Based Usage Revenue: Additional revenue is generated on a per-module, per-client basis as audit firms deploy more modules (e.g., proof of cash, journal entry testing, AR liquidation) for each client engagement. This creates a land-and-expand dynamic where initial module adoption leads to broader platform utilization over time.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels8 records

Core offering

Audit Sight provides a cloud-based SaaS platform that automates financial transaction verification for auditors, due diligence providers, and PE/VC firms by connecting directly to client accounting systems and 11,000+ U.S. banks via APIs. The platform replaces manual testing procedures with automated cash proof reconciliation, journal entry testing, financial statement analytics, electronic confirmations, AR/revenue liquidation, data book generation, and quality-of-earnings management meeting preparation. All modules output GAAS-compliant workpaper documentation and produce AI-driven anomaly risk scores for fraud detection.

Product overview

Audit Sight is a modular platform-plus-modules architecture designed to automate financial transaction verification for auditors, transaction advisory professionals, and private equity firms. The core platform consolidates financial data from client accounting systems and bank connections, then processes it through a suite of testing modules. Key modules include: Cash Proof Module (automated bank-to-GL reconciliation), Journal Entry Testing Module (fraud detection and completeness testing), Financial Statement Analytics / Audit & Reviews Analytics Module (trend analysis and anomaly detection), Confirmations Module (electronic balance verification), Accounts Receivable and Revenue Liquidation Modules (balance verification), Data Book Module (due diligence visualizations), and Management Meeting Module (QoE preparation with FARS AI). All modules output GAAS-compliant workpapers and work with any client ERP or accounting system without custom integration.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit Sight Platform Core SaaS platform that consolidates financial data from client accounting systems and bank connections, processes it through a suite of testing modules, and outputs GAAS-compliant workpapers. Built for auditors, diligence professionals, and private equity firms.
• Cash Proof Module Automatically reconciles 100% of accounting records to bank statements, enabling auditors to reduce sample sizes, eliminate manual vouching procedures, and surface errors earlier in the audit while generating GAAS-compliant workpapers.
• Journal Entry Testing Module Risk-focused journal entry testing built for real-world audits that performs completeness tests, identifies unusual revenue and expense entries, and meets AU-C 240 fraud detection requirements using rules-based automation.
• Audit & Reviews Analytics Module Financial analysis module providing monthly balance sheet and P&L trends, customer and vendor concentration analysis, configurable anomaly detection, disaggregated revenue analytics, and automated ratio calculations that works with any GL or trial balance without integration required.
• Confirmations Module Secure platform for CPAs to send and receive account confirmations electronically with authorized third-party electronic signatures, real-time status tracking, and elimination of manual confirmation processes.
• Accounts Receivable Liquidation Module Verifies A/R transactions and liquidated balances across multiple accounts and systems with automated analysis and improved accuracy for accounts receivable audit workflows.
• Revenue Liquidation Module Analyzes revenue streams across multiple accounts and systems to verify revenue and liquidated balances, simplifying revenue audit processes through automation and improved reliability.
• Data Book Module Provides data visualizations and streamlined due diligence workflows for transaction advisory professionals, generating clear insights into financial trends with real-time data updates for M&A and deal analysis.
• Management Meeting Module Purpose-built for Quality of Earnings professionals preparing for management meetings, featuring the FARS AI engine that surfaces material account fluctuations and anomalies against engagement-specific materiality thresholds and prepares data-driven questions for deal discussions.
• Cash Testing Module Provides enhanced assurance over cash balances with advanced bank data integrations, reducing reliance on traditional bank confirmations and reconciliations.
• Verifiers Confirmation Platform Free confirmation sub-brand platform where CPAs send and authorized third parties receive account confirmation requests, with electronic signatures and secure verification process for businesses.

Quantifiable outcome

• Verified multiple thousands of financial transactions across its client base of audit firms.
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability5 records

Feature11 records

Partnerships

One partnership is on record.

• Thomson ReutersflagshipStrategic or Co-development Partner · 1 December 2025Thomson Reuters announced a strategic partnership with Audit Sight as part of its AI audit technology ecosystem, integrating Audit Sight's transaction verification capabilities into the Thomson Reuters Cloud Audit Suite and Guided Assurance platform. The partnership is one of six AI audit integrations Thomson Reuters announced to enhance its audit intelligence solutions. It positions Audit Sight as a recommended technology partner for Thomson Reuters' existing audit firm customer base, providing significant go-to-market distribution.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Workiva: Cloud platform for financial reporting, SOX, and audit-related workflows used by accounting firms and corporate finance teams. Broad incumbent serving adjacent audit and assurance reporting use cases.
• Wolters Kluwer TeamMate: Established audit management, analytics, and internal audit solutions suite from a major professional information services vendor. Broad incumbent with overlapping capabilities in audit workflow and risk assessment, but serving a wider portfolio beyond Audit Sight's specialization.
• Diligent (Galvanize / ACL): Audit, risk, and governance software platform offering continuous monitoring and analytics capabilities to audit teams. Broad incumbent with overlapping analytics capabilities but broader enterprise GRC focus.

Direct peers

• MindBridge AI: AI-powered audit and accounting analytics platform that ingests general ledger data to surface risks and anomalies for audit firms and finance teams. Directly comparable as an AI-led transaction risk scoring and audit testing solution serving the same CPA firm customer base.
• DataSnipper: Intelligent audit automation platform using AI to extract and cross-reference data from documents, automating testing procedures for audit teams. Closely comparable as a workflow-automation layer for audit and assurance professionals, with similar module-based expansion dynamics.
• Inflo: AI-driven continuous auditing and data analytics platform for accounting firms, providing automated transaction testing, risk identification, and digital working papers. Direct competitor serving the same audit firm market with comparable transaction-level analytics.
• Suralink: Audit request list and PBC (prepared by client) management platform for accounting firms, automating the document-collection workflow central to every audit. Direct overlap with Audit Sight's automation of tedious audit preparation tasks.
• Caseware: Audit working paper, analytics, and methodology platform widely used by accounting firms globally. Direct competitor in audit workflow software, with overlapping capabilities in analytics, working papers, and risk assessment.

Emerging players

• Karbon: Practice management and workflow automation platform for accounting firms, addressing engagement workflow, team collaboration, and client communication. Emerging player serving the same CPA firm customer base with workflow automation that complements Audit Sight's testing modules.

Others

• Plaid: Bank connectivity and financial data infrastructure provider that Audit Sight uses to connect to 11,000+ U.S. financial institutions. Listed as OTHERS because Plaid is an infrastructure/enabling layer rather than a competitor, but a critical ecosystem dependency.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/auditsight
• LinkedInlinkedin.com/company/audit-sight/?viewAsMember=true

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds2 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Audit Sight