The Audit and Accounting Platform

Connected work, from start to finish

Clark connects audit and accounting work: requests, source documents, workpapers and supporting files, review notes, and sign-offs and approvals in one engagement record.

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Distributions testing

ABC

AccountCurrent yearVariance

1Lump-sum distributions$1,842,500+4.1%

2Installment payments$624,300−1.7%

3Hardship withdrawals$218,900+0.8%

4Rollover distributions$391,800+2.3%

5Required minimum distributions$146,250−0.4%

6Death benefit distributions$83,600+1.1%

7Qualified joint distributions$97,450+0.5%

8Annuity payments$72,180−0.9%

9Corrective distributions$41,730+0.2%

Reference

Reasoning

The selected $1,842,500 balance is supported by the lump-sum distributions line in the distribution register.

Source documents

Distribution register

The Clark platform

One workspaceEvery engagement

Bring client files, workpapers, and review into one shared workspace. Ava prepares source-linked drafts, while your team manages exceptions, applies judgment, and signs off.

Test the operating cash account

Agree June cash to the bank statement and trial balance, then prepare the audit exceptions for review.

June bank statement.pdfPDF · 2 MB

I completed the cash testing and prepared the four exceptions that need auditor judgment.

Operating cash testing

June 2026 · GL 1010 Cash

4 exceptions

Bank statement agreed186 items

Trial balance tiedGL 1010

Review four exceptions$3,490

Ask about this workbook…

Quick mode

Methodology Studio

Your methodology sets the work Your people approve it

Ava operates within the methodology your firm defines, so teams can cover more ground without lowering the standard of review. Your team retains judgment, approval, and sign-off at every stage.

01
Build the template
Assemble the sections, assertions, procedures, workpapers, and dependencies required for an engagement type.
02
Set the review path
Assign roles, permissions, review gates, and sign-off requirements so every step has a clear owner and approval path.
03
Publish and launch
Release the approved version for teams to use when they open new engagements, with future changes carried into the next version.

A complete workflow

From engagement setup to a locked record

Clark carries the same engagement context through planning, evidence collection, testing, review, and sign-off. Each handoff shows what is ready, what remains open, which evidence supports the work, and who is responsible for the next decision.

Three connected stages

Set the engagement from your methodology

Start with firm-approved templates that set procedures, workpapers, and review steps.

Prepare work with evidence attached

Ava prepares workpapers from client files, links the evidence, and flags exceptions.

Review every conclusion and sign off

Trace conclusions to evidence, resolve review notes, and sign off the completed record.

Built for audit and accounting teams

The right work, evidence, and decisions at every level

Preparers receive organized evidence and prepared drafts. Managers review exceptions, changes, and missing support. Partners see unresolved judgments and the approval trail before sign-off.

Staff teams

Prepare work from clear requests and drafts linked to source evidence

Managers

Review exceptions, resolve notes, and trace each figure to its source

Partners

Focus on key judgments and sign off with a complete engagement record

See Clark in action

The peer review guarantee, in practice

Watch Ava prepare a workpaper, then trace every figure back to the source document, the change, and the approval.