Assist Pro+ / AI Tools

Working Paper

Rewrite the selected text as professional audit working paper documentation.

Where to find it

Follow the ribbon path.

Assist Pro → AI Tools → Audit AI → Working Paper

This Business or Audit AI menu is available with Pro+ in the supplied ribbon.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Select the relevant text or notes in Excel; avoid including unrelated confidential material. On Assist Pro › AI Tools › Audit AI, choose Working Paper to rewrite the selected text as professional audit working paper documentation. Review and edit the suggested wording against actual evidence, policies and engagement-specific facts before including it in an audit file.

Best use case

Drafting initial audit documentation from evidence or review notes for professional checking.

Accounting and audit

Reduces the first drafting pass on audit findings and review notes by helping rewrite the selected text as professional audit working paper documentation; professional review remains necessary.