Professional services
Inside a duty of confidence
For firms held to client confidentiality and GAAS and PCAOB standards. The system sits inside the firm, answers from workpapers, research and filing guidance, and the reviewer on the engagement checks the answers.
What runs in this room.
- Exalt AtlasReads workpapers, research and filing guidance where they already are, or takes them uploaded to the box inside the firm.
- Exalt LedgerThe reviewer on the engagement decides what the system may use; every correction is on the record.
- Exalt AgentsConfigured around the work, with the reviewer on the engagement signing off.
- Exalt AutomationsReporting, approvals and reviews, and data entry and reconciliation, built from those agents and signed off by the reviewer on the engagement.
Who it's for, and who checks.
- What the organization is held toClient confidentiality · GAAS / PCAOBThese are what the organization answers to. None of them is an Exalt certification.Certifications
- Where the system sitsThe firmDay to day it runs with no outside connection. Updates need a connection.
- What it answers fromWorkpapers, research, filing guidance
- Who checks the answersThe reviewer on the engagement
Put local AI to work where it matters most.
Bring two things: the material you would approve, and the person who would check the answers. That is where a consultation starts.