AuditViaFin is a cloud-based platform designed to connect auditing processes and finance operations. It enables teams to synchronize transaction records and compliance checks in real time, reducing manual data entry and ensuring a unified audit trail across your organization.

AuditViaFin offers connectors for leading accounting solutions such as QuickBooks Online, Sage Intacct, Xero, and Microsoft Dynamics 365. Additional custom integrations can be configured via our open API to fit unique system requirements.

Data synchronization in AuditViaFin occurs through secure API links between your finance system and audit database. Whenever a transaction or journal entry is posted, the platform automatically updates linked audit checklists and reporting modules, providing immediate visibility into any discrepancies or exceptions.

AuditViaFin employs industry-standard encryption for data at rest and in transit, role-based access controls, multi-factor authentication, and regular security audits. All hosting is performed in certified data centers, and detailed activity logs record every user interaction for comprehensive traceability.

Yes. AuditViaFin includes a flexible template builder that lets you tailor checklists, approval workflows, and report formats to your organization’s policies. Custom rules and conditional logic can be defined without coding, ensuring your teams follow the correct procedures.

Begin by visiting auditviafin.com/contact to request a demo. Our onboarding team will guide you through initial setup, connect your finance system, and help configure audit workflows so you can start automating reviews within days.