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    Snap Accounting

    AI agents built for audit firms

    Audit execution, automated

    Built for audit firms that need consistent, reviewable audit work without adding headcount.

    The audit lifecycle

    One execution layer across the audit

    Snap starts with repeatable procedures and expands across the engagement. The agents perform defined work; your team directs the approach, reviews the evidence, and signs off.

    PHASE 01

    Planning

    Prior-year workpaper roll-forward and engagement setup are on Snap's roadmap.

    PHASE 02

    Interim fieldwork

    Controls testing and journal entry testing are available today.

    PHASE 03

    Substantive fieldwork

    Expense testing is available today, with additional cycles on the roadmap.

    PHASE 04

    Completion

    Tie-outs, lead schedules, and final analytical procedures are on Snap's roadmap.

    PHASE 05

    Reporting

    Opinion, partner sign-off, and professional judgment remain with the auditor.

    Available today

    Start with the procedures consuming your team today

    Snap handles the mechanical audit work that fills your engagement files. Every completed procedure produces visible reasoning, linked evidence, and a workpaper ready for review.

    How it works

    1

    Define the procedure.

    You share the procedure, scope, risk criteria, and engagement context. Snap is configured to follow your firm's approach.

    2

    Connect the engagement evidence.

    Upload PBC files, trial balance, journal entry data, and supporting documents through a secure portal.

    3

    Snap performs the work.

    AI agents execute the defined steps, surface exceptions, and show the evidence and reasoning behind every result.

    4

    Review and sign off.

    Your team reviews the completed procedure with reasoning and source documents one click away, then applies judgment and owns the conclusion.

    Product direction

    Built to expand across the engagement

    The same execution model extends beyond today's three procedures: defined work, connected evidence, visible reasoning, and a reviewable output.

    Explore the full audit pipeline
    01

    Understand and prepare

    Roll forward prior-year workpapers, document walkthroughs, and organize control narratives.

    02

    Execute fieldwork

    Extend procedure execution across revenue, cash, payroll, fixed assets, debt, and equity.

    03

    Reconcile and substantiate

    Prepare reconciliations, confirmations, lead schedules, and evidence-linked tie-outs.

    04

    Complete and review

    Run final analytics, tie financial statements to support, and suggest conclusions for review.

    Human judgment, built in

    Snap performs the work. Auditors make the judgments.

    Automation should make audit work easier to inspect, not harder to trust. Snap keeps the execution and the professional judgment visibly separate.

    Snap executes

    • Execute the defined audit procedure
    • Read and connect the supporting evidence
    • Surface exceptions with visible reasoning
    • Produce a source-linked workpaper for review

    Your team owns

    • Set scope, materiality, and risk criteria
    • Approve sampling and the planned approach
    • Resolve exceptions and apply professional judgment
    • Review, sign off, and own the audit conclusion

    Every line traceable to source.

    Every result shows the source document the conclusion came from, one click away.

    Every conclusion explained.

    The reasoning behind each result is shown alongside it. Not hidden in a model, not buried in a log.

    Designed for human review.

    The reviewer can be anyone on your team: staff, senior, or partner. The work is structured so review is fast regardless of who does it.

    Security

    Security your firm can stand behind

    Snap is built to protect client data at every step, so your team can focus on the audit.

    Enterprise-grade infrastructure

    Built on SOC 2, ISO 27001, and GDPR-certified infrastructure, with Canadian data residency available on request.

    Encryption in transit and at rest

    TLS in transit and AES-256 at rest keep engagement data protected end to end.

    AI that never trains on your data

    Inference runs on Azure OpenAI with zero data retention. Prompts and documents are processed transiently, never stored or used for training.

    Isolation and access controls

    Row-level security isolates every engagement, with enforced access controls and full audit logging of platform activity.

    Built on independently audited infrastructure

    Microsoft AzureSupabaseawsAWS

    FAQ

    Talk to us

    Curious where Snap fits in your engagements? Book a 30-minute call. We'll map the repeatable work your team handles today and show what Snap could take on.