Pilot
Don't take the demo's word for it. Stress-test us.
An audit firm should evaluate audit software the way it evaluates evidence: structured, sceptical, and documented. So the pilot is a defined process with exit criteria — not an open-ended trial that drifts.
Three stages, each with a way out
| Stage | What happens | What you can conclude |
|---|---|---|
| 1 · Security review | Your questionnaire, our answers in writing, the deployment-model decision (self-hosted, OSO-hosted, or in-country), and the DPA draft on the table before any data moves. | Whether we clear your IT and legal bar — before anyone invests evaluation time. |
| 2 · Sandboxed evaluation | A dedicated environment loaded with a complete synthetic engagement — trial balance, ledgers, documents, findings, workpapers. Your team runs the full workflow: intake, detection, methodology, review, sign-off, archive. Break things on purpose; that is the point. | Whether the depth is real: trace any conclusion to its clause, replay a detection run, watch the gates refuse an incomplete file. |
| 3 · Supervised parallel run | One real engagement, run in parallel with your existing process, under the licence agreement and DPA, in a dedicated database with the isolation proof run against your instance. Human sign-off stays with your partners at every gate. | Whether it holds up on your actual clients, measured against the file your current process produced. |
What you get during evaluation
The 3-minute film first
Watch the recorded product tour before any call — it is the running product, not a mockup, and it will tell you faster than a meeting whether this is worth your time.
An evaluation checklist
The claims we make, each phrased as something your team can verify in the sandbox — including the ones that are hard for us.
Built-in training
An in-app guided course and a certification path, so your staff learn in the product rather than in a slide deck.
Isolation proof
The tenant-isolation test run against your instance through an unprivileged role — the result, not the assurance.
Data in, honestly
Trial balance and ledgers via connector or structured import, each batch hashed and row-counted. Migration effort depends on your systems; we scope it with you in stage 1 rather than promising a number here.
A way out
Engagements export as signed, verifiable evidence packs readable without us. If the pilot fails, you leave with your data and a documented file — not a hostage negotiation.
Who a pilot is for
A partner or audit-technology lead who can commit a small team for the sandbox stage, and one engagement for the parallel run. If your procurement process requires a completed SOC 2 report before any pilot, tell us in the first email — that changes the sequence, and we would rather know at the start.
Start
Request a pilot.
One email, four facts. We reply with the security-review pack and the film.