UpLink is an AI-powered Prepared by Client (PBC) portal designed to streamline audit workflows by automating document requests and pre-validation. It centralizes document management, allowing auditors to focus on high-value tasks by reducing manual effort and improving accuracy. UpLink integrates seamlessly with the DataSnipper platform, enabling the export of documents with AI-generated answers directly into Excel for further analysis.

Key Features

AI-Powered Document Pre-Validation Automatically identifies missing data, errors, and inconsistencies in client documents.

• Enhances sample quality and reduces manual validation time.
• Instantly identifies issues for prompt client follow-up.

Centralized Document Management Streamlines document collection and review processes.

• Reduces client chasing with automated reminders.
• Customizable templates for clear document requests.

AI Queries and Summaries Enables ad hoc queries and automatic document summaries.

• Retrieves ranked answers based on client documents.
• Provides instant overviews of long documents.

Seamless Integration with DataSnipper Exports documents with AI-generated answers to Excel.

• Automates cross-referencing and validation.
• Supports workflow optimization across platforms.

Benefits

Improved Efficiency Reduces manual effort in document collection and validation.

• Automates repetitive tasks, freeing time for strategic work.

Enhanced Client Communication Pre-validates documents at scale, improving client trust.

• Identifies issues promptly, reducing delays and frustration.

Increased Accuracy Uses AI to identify errors and inconsistencies early.

• Enhances audit quality by ensuring accurate data.