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Finance · Policies & Procedures

Internal audit procedures

A written guide setting out how a finance organization's internal audit function plans, performs, and reports its reviews.

What it usually contains

  • Audit planning and risk-based scheduling steps
  • Fieldwork methods, sampling and evidence documentation rules
  • Findings ratings and report formats
  • Reporting lines to management and the audit committee
  • Follow-up and remediation tracking of open issues

What the assistant uses it for

Use to answer how audits are selected, conducted, documented, and escalated, and who signs off at each stage. Also covers auditor independence, working paper retention, and how issues are tracked to closure.

How it is versioned

A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.

On one AI system

Everything your company knows.
One version that counts.

You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.