Audit evidence workspace
Prototype only. Use synthetic data. Sample PDF text is processed locally; experimental OCR for sample images only, no automatic approval.
Evidence viewer
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SharePoint evidence library for this workbook
Optional. Choose where this engagement's evidence is kept in your firm's SharePoint. Files go directly between Excel and SharePoint; Sumlora never receives them.
Firm evidence library
Select a cell in Excel, then drag a box around a value on the page.
Uses your firm's own AI account (see AI settings). Every suggestion is found on the page before you can use it; you confirm each one.
No linked values yet.
Review and sign-off
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Sign-offs on the selected cells
AI settings (your firm's own AI account)
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The key is kept only on this computer (not in the workbook, not sent to Sumlora). Create a key just for Sumlora and set a spending limit with your provider.
Firm account
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Invite an employee
Open invitations
Members
Evidence library (your SharePoint)
1. Import Excel transactions
Select an Excel range including its column headings.
No transactions loaded.
2. Register evidence filenames
Only filenames and file sizes are kept in memory. No files are uploaded, saved or parsed.
3. Link an Excel row to evidence
4. Extract sample PDF text
Text-based PDFs only. Scanned images require future OCR. Nothing is uploaded.
5. OCR sample invoice image
Experimental. Synthetic PNG/JPEG only, max 5 MB. OCR worker/model dependencies may download from third-party hosts. No real client data.
6. Compare sample invoice details
Manual entry only. Requires Excel columns Invoice Number and Amount. Results are candidates, not verified matches.
7. Check discrepancies
Uses the invoice number and amount entered above. Flags missing, duplicate, and differing GL transactions without approval.
8. Draft audit sample & working papers
Systematic selection only; not a statistically justified audit sample. All procedures remain not performed.
9. Draft review notes
Local demonstration only. No authenticated sign-off or durable audit trail.
10. Batch invoice matching — pilot
Synthetic files only. Select up to 20 PDFs (8 MB, 10 pages each) or PNG/JPEG images (5 MB each). Parsed locally; image OCR may download worker dependencies. Candidate matches are never audit approval.
11. Batch exception review — pilot
Temporary local notes only. Reviewed does not mean audit approved. Generate a batch in Section 10 first.
12. Save and restore pilot review
Synthetic data only. Export an unencrypted JSON file locally, then restore it later. Not secure firm storage, not authenticated, and not an audit trail. Keep files on your own computer.
13. Firm-owned Microsoft storage — architecture pilot
NOT CONNECTED — real client storage disabled. No login, permission grants, document upload, or central Sumlora storage is enabled. Firm administrators will later connect their own Microsoft 365 SharePoint site or OneDrive for Business with least-privilege Microsoft Entra authorization.
Integration disabled until authentication, permissions, and security tests pass.
Phase 7 — Firm accounts and licensing
Live firm sign-in and licensing are DISABLED. This is a read-only architecture checklist. No accounts can be created and no subscriptions activated. Synthetic data only.
Waiting for trusted backend, authentication, billing verification and security tests.
Audit AI integration
Disabled until authenticated backend endpoints, tenant controls, OCR, matching and reviewer sign-off are developed and validated.