What problem does it solve? Finance, SOX, and Internal Audit teams need a disciplined, reproducible way to turn Risk and Control Matrix entries into defensible test plans and workpapers, without conflating design and operating effectiveness or overstating conclusions when evidence is missing. ## Core Features & Use Cases - Walkthrough and Design Assessment: Trace a representative transaction end-to-end, validate Who/What/When/How/Evidence, and assess design effectiveness separately from operating effectiveness. - Population, Sampling, and Attribute Testing: Validate population completeness and accuracy, select reproducible samples with recorded methods and seeds, and test control-specific attributes across manual, automated, IT-dependent, and spreadsheet controls. - Exception and Remediation Management: Log exceptions with root cause and impact facts, route deficiency classification to authorized reviewers, and track remediation and retest cycles. - Use Case: Test a Q2 monthly bank reconciliation review control by walking through one month, validating the three-month population, sampling per methodology, testing preparer/reviewer/timeliness attributes, and delivering a draft workpaper with an exception log for reviewer sign-off. ## Quick Start Ask the assistant to test a specific control by providing the control ID, period, owner, and frequency, for example: test the Q2 monthly account reconciliation control and produce a draft workpaper with an exception log.
