Workpapers guide
Build, review and download an Excel working paper, with the source evidence beside it.
Source reviewed Product documentation
Start with your first workpaper: upload a client's documents, generate the workbook, review the figures and download the Excel file.
Set up your practice
Read account and practice setup and team roles, then follow a tutorial.
Review the result
Use source tracing to check a figure against its evidence. Read the working paper and AI findings before completing your review.
Assess before adopting
Read security, data and AI and the data-flow guide for Workpapers' processing boundaries.