Schedule every audit.
Deliver every engagement.
AuditSchedule gives audit and assurance teams real-time visibility into engagement staffing, conflicts, leave, and travel — all in one grid.
Live engagement grid · Conflict detection · Export to Excel
Built for public accounting · internal audit · advisory & professional services
Everything your team needs to plan ahead
Built for audit, assurance, and advisory teams that need more than a spreadsheet.
Engagement Grid
See your entire team's engagement coverage in a month/week/day grid. Drill down to individual assignments and spot capacity gaps instantly.
Conflict Detection
Automatic over-allocation warnings flag when someone is assigned to more than 100% capacity — before it becomes a problem.
Analytics Dashboard
Charts for utilization trends, per-engagement allocation, and per-person workload. Export to Excel in one click.
Leave & Travel
Track planned leave, public holidays, and travel automatically. Absences are factored into every capacity calculation.
Engagement Timeline
A Gantt-style timeline shows all active engagements and staffing needs side-by-side, filterable by partner or engagement type.
Role-based Access
Admins manage the firm. Partners and managers propose changes. Staff see the full schedule. Multi-tenant with separate spaces per firm.
How it works
From setup to full engagement visibility in three steps.
Add people and engagements
Import your team members, assign roles and teams, and set up your active engagements with start and end dates.
Allocate by percentage
Assign each person to engagements at the right capacity — 50%, 100%, or anything in between — week by week or month by month.
Spot every gap and conflict
The grid highlights over-allocations in real time. Use the dashboard for trends. Use the timeline for engagement planning.
Be among the first to access AuditSchedule
We're rolling out access to early audit teams. Leave your email and we'll reach out when your spot opens.