Audit

A request list four people keep their own copy of.

Pidgy is an AI email assistant for audit teams. It sorts the engagement inbox before you open it, counts the days on every PBC item the client has not returned, drafts the chase in your words, and turns what a partner agreed in a thread into work the whole team can see.

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Gmail and OutlookYou click sendEU data residency

Today 1 of 8 done

Good morning.

Tuesday, 21 April

2 waiting on you·14 PBC items outstanding·Interim review in six days

FocusWaitingProjects
SVConfirm the scope change with the audit partner1dBlocks fieldwork
SVInventory count sheets, still outstanding18dPBC
BKBank confirmation returned, tie it out1dReturned
MGManagement representation letter, draft to send3dReady
34 replies drafted · 7 stale follow-ups · 121 to triage

Illustrative data from no real audit firm

A working week, on average

EmailThe actual work
120+

business emails a day, per person. Perhaps six change what you do.

Radicati Group, Email Statistics Report
23 min

to get back to what you were doing after one interruption.

Mark, Gudith and Klocke, UC Irvine, 2008
28%

of the working week goes to email, before any real work is opened.

McKinsey Global Institute, The social economy, 2012

Fieldwork waits on a spreadsheet nobody owns.

The PBC list lives in four places: the engagement letter, a shared sheet, the senior's notebook and the client's inbox. Each is slightly different, and the one that matters on the day is whichever the client last replied to.

It is that nothing counts the days. An item is requested on 3 April, mentioned again on the 12th, and on the 21st the manager is asked why the file is not ready and has no honest way to show it was the client.

Pidgy does not do the audit. It keeps one list, counts the days, and writes the chase.

Four things it does before you have opened anything.

ISNew standard update: revenue recognitionNewsletter
CAYour CaseWare licence renews next monthNotification
Confirm the scope change with the partner ~10mBlocks fieldworkStand & Vale NV
Inventory count sheets, still outstanding ~3m18 days waitingInterim in six days
RNCaseWare release notes 2026.1Notification
WBWebinar: sampling in small entitiesNewsletter

You only see what matters

A hundred and twenty a day across an engagement, and the ones that matter are the ones with fieldwork behind them.

Stand & Vale NVInventory count sheets, asked twice18dFollow up
Marlow LogisticsDebtor confirmations, three missing7dFollow up
Kestrel BVBoard minutes, Q12dToo soon
Follow up · Stand & Vale NVDrafted

Dear Ruth, a short reminder about the inventory count sheets from 31 March. The interim review is in six days and the stock section cannot start without them.

SendReady when you are

Follow-ups sorted for you

One PBC list. Which item, which client, how many days, and the chase already written in your words. You press send.

RVFrom Ruth VanheuleStand & Vale NV · yesterday

Count sheets and the new warehouse

Count sheets attached, sorry for the delay. One thing: we opened a second warehouse in February and the stock there was counted separately. Can someone confirm whether you need to attend a count there too before the interim on the 27th?

Tie out the bank confirmation
Decide whether the second warehouse needs a count attendanceBefore 27 AprRuth VanheuleStand & Vale NV
Draft the management rep letter
Engagement letter countersigned

Emails become tasks

Who is asking, what for, and by when, lifted out of the email and put on the list with the deadline and the client attached.

BKBank confirmation, KBC, year-endConfirmation
SVSigned engagement letterContract
SVCount sheets, 31 March, 3 PDFsPBC item
MGBoard minutes, first quarterPBC item
ISStandard update: revenueNewsletter
LGLegal letter response, MarlowConfirmation

Emails categorised for you

Confirmations, engagement letters, PBC items, minutes, standards updates. Labelled on arrival, so the bank confirmation is one click, not a search.

Illustrative data from no real audit firm

And then the rest of the day.

Six more things Pidgy does between an email landing and the file being signed off.

  1. Projects

    And it adds up to a picture.

    Every engagement becomes a project: what has arrived, what is outstanding, who it is outstanding with, and how far the file is.

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    Projects, created for you

    Marlow Logistics7 open
    Stand & Vale NVYou

    AI summary

    21 of 33 PBC items received. Blocked on the inventory count sheets, 18 days outstanding. Interim review in six days.

    64%PBC received

    Timeline

    Bank confirmation returned
    Count sheets requested

    Tasks

    Confirm scope changeRV
    Second warehouse decisionTM
    Kestrel BVClear
  2. Replies

    Three ways to answer it. Or your own words.

    Every thread that needs a reply gets three, and they are the three things you would most plausibly say back given what the client asked.

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    Reply to Ruth Vanheule

    “Can we push the interim review by a week? The finance team is short-staffed.” Ruth Vanheule, this morning

    Three likely answers click one

    Agree, with a condition
    Ask what is ready now
    Propose a split
    Write it yourselfAlways available
    Selected draft Edit

    Dear Ruth, a week is fine if the count sheets and the bank confirmations are with us by Friday. That lets us do the desk work first and arrive with fewer questions.

    SendYou press it
  3. For your client

    A list, not a login.

    The client gets a link to their own outstanding PBC items, not a fifth copy of the list. It expires, it is revocable, every open is logged, and what arrives closes the item it belongs to.

    Ask for a place in private beta →
    Stand & Vale NV, year-end audit4 open
    Inventory count sheets, 31 MarchBoth warehousesUpload
    Debtor listing at year-endAged, with the top tenUpload
    Board minutes, first quarterUpload
    Bank confirmation, KBCReceived
  4. Contacts

    You already know who never answers. Now you can prove it.

    Everyone you correspond with on an engagement becomes a contact, with how long they usually take and how often they opened the conversation. Useful when planning next year's timetable.

    Ask for a place in private beta →
    RV
    Ruth VanheuleStand & Vale NV, finance manager
    Usually replies in5 days
    Answered first2 of 11
    Open with her4

    Who replied first

    YouCount sheets, second ask12 Apr
    YouCount sheets3 Apr
    RVSecond warehouse19 Feb
  5. Ask Pidgy

    Or just ask it.

    “What is still outstanding on Stand & Vale?” is a question the senior answers today from memory.

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    Ask Pidgy

    What is still outstanding on Stand & Vale?

    Pidgy

    Twelve of thirty-three items. The oldest, and the one blocking the stock section:

    Inventory count sheets · Stand & Vale NVYou asked 3 April · 18 days, no replyOpen
    TMTom is the senior on this file. Hand him the follow up?Delegate
    Ask anything about your mailbox
  6. Plan mode

    Your day on one side, the work on the other.

    You drag one into the other, and an overcommitted Thursday shows on Monday.

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    Plan mode click a task

    Unscheduled

    Tie out the bank confirmation30m
    Second warehouse, count attendance decision20m
    Draft the rep letter45m

    Thursday

    Stand & Vale, planning call
    Drop a task here
    Marlow, debtor sampling
    Drop a task here
    Team stand-up
    Thursday has two free hours. Three tasks want them.

Illustrative data from no real audit firm

Before you let anything near a client mailbox.

You click send

Pidgy drafts. It has no permission to send on your behalf, and there is no setting that grants one.

Hosted in the EU

Data residency in the EU, scoped per mailbox, DPA on request. Export or purge whenever you want.

It never deletes

Nothing is archived, moved, marked read or thrown away. Your mailbox is exactly where you left it.

Never trains on you

Correspondence builds your lists and your drafts. It is never used to train a model, ours or anyone else's.

Questions audit teams ask

What does it cost?+

Per mailbox, monthly, published when we open to everyone. The first group is free. Asking for a place costs nothing and connects nothing.

Does it replace our PBC tracker?+

It replaces the part nobody keeps up to date: what was asked, when, and whether it came back. Your working papers, your sampling and your sign-off stay where they are.

Is client correspondence used to train a model?+

No. Processing happens in the EU, scoped to the mailboxes you connect, under a data processing agreement we sign. We put our sub-processors and the model provider in writing for your quality partner.

What can it see, exactly?+

The engagement mailboxes you connect, and only those. Documents in your audit software, on the client's systems or on a laptop are invisible to it by design.

Does it read the figures in the confirmations?+

No. It knows a confirmation arrived and closes the request it belongs to. Tying it out is your work and stays yours.

Our engagement mailboxes are shared. Does that work?+

Yes, and it is the case where a partner replying from their phone stops being invisible to the senior on the file. Everyone sees what they could already see. Pidgy never widens access.

A first group, chosen by hand.

Pidgy opens to a small number of firms before anyone else, and we pick them ourselves. If audit is your trade, tell us and we will be in touch.

Email only, nothing else askedAsking connects no mailboxWe reply either way