Certification
Every audit line needs a document.
Certification engagements require supporting evidence for every material balance. The work isn't finding the answer — it's finding the document that proves it. Coalesc makes sure those documents are collected and organized before the fieldwork begins.
The evidence problem
An audit or review engagement requires supporting documentation for every significant account balance: bank confirmations, loan agreements, lease contracts, accounts receivable details, inventory counts, and more. Gathering this evidence is the most time-consuming part of the engagement — not because it's difficult, but because it requires chasing dozens of documents from multiple sources. Staff spend days requesting, re-requesting, and organizing before the real audit work can start.
What Coalesc handles
Document matching
Each line in the trial balance is linked to the documents it requires. When evidence arrives, Coalesc matches it to the right account automatically — no manual sorting across folders.
Completeness tracking
A live view of which accounts have complete supporting documentation and which are still missing evidence. The engagement manager sees the full picture without opening a single folder.
Multi-source collection
Documents come from the client, from banks, from third parties. Coalesc collects them all through the same inbox and routes each one to the right place in the engagement file.
Prior-year intelligence
Coalesc remembers what documents were needed for last year's engagement. The checklist for next year starts pre-populated — your team refines instead of rebuilding from scratch.
How an audit file gets prepared
PBC list generated
Coalesc builds the Prepared by Client list from the trial balance and prior-year engagement data.
Requests sent
Targeted document requests go to the client for each missing item. Specific, not generic.
Evidence collected
Documents arrive by email or portal. Each one is classified, matched to an account, and filed.
Gaps tracked
The engagement manager sees which accounts have complete evidence and which need follow-up.
Fieldwork starts ready
When the audit team opens the file, every supporting document is already where it needs to be.
Works with your existing tools
Coalesc prepares the evidence. Your audit tools handle the rest.
“Nobody has tools. Everybody has 'do it, I'm telling you to do it.' Nobody's making your life easier.”
Common questions
See what preparation looks like.
Upload a bank statement or a bundled PDF. See what happens in 30 seconds.