Prep for an audit
Collect the documents the auditor asked for and track what's missing.
Finance · When you ask · Updated
Works with
- Slack
- Box
- Dropbox
- Notion
- Microsoft 365
- QuickBooks
- Xero
Slack
Box
Dropbox
Notion
Microsoft 365
QuickBooks
XeroHow do you prepare for an audit?
To prepare for an audit, send Maito the auditor's request list. It searches your files and QuickBooks or Xero for each item, files what it finds in a folder named by request number, lists what is missing with an owner and a date, and keeps the status up to date as documents arrive.
How it's done today
Audit requests are chased over weeks.
What Maito does
- Read the request list
- Find each document
- Track what's missing and who owns it
Example
@Maito here's the auditor's request list, attached as audit-requests.xlsx, 55 items. Collect what we have and track what's missing.
42 of 55 items are found and filed in the Google Drive folder FY2026 Audit, named by request number. 13 are missing, each with an owner and a date. Missing, due Oct 28 unless noted • R14 board minutes for Q2: Kate • R22 lease agreement for the new office: Tom, Oct 26 • R31 to R34 payroll tax filings: Rosa • R47 bank confirmation letter: Ben Catch: R19 asks for the revenue contract with Hooli, but QuickBooks shows two Hooli customer records. The signed one in Drive is dated Mar 2025, which doesn't cover the 2026 invoices. I filed it as a possible match, and not as done. Attached: audit-tracker.xlsx. Controller review comes before anything goes to the auditor.
@Maito message the owners with their items.
Done. 6 owners have their items and dates. I'll post the open list here on Oct 24.
Omar (9:45 AM):
here's the auditor's request list, attached as audit-requests.xlsx, 55 items. Collect what we have and track what's missing.
Maito (10:20 AM):
42 of 55 items are found and filed in the Google Drive folder FY2026 Audit, named by request number. 13 are missing, each with an owner and a date.
Missing, due Oct 28 unless noted
• R14 board minutes for Q2: Kate
• R22 lease agreement for the new office: Tom, Oct 26
• R31 to R34 payroll tax filings: Rosa
• R47 bank confirmation letter: Ben
Catch: R19 asks for the revenue contract with Hooli, but QuickBooks shows two Hooli customer records. The signed one in Drive is dated Mar 2025, which doesn't cover the 2026 invoices. I filed it as a possible match, and not as done.
Attached: audit-tracker.xlsx. Controller review comes before anything goes to the auditor.
Omar (10:31 AM):
message the owners with their items.
Maito (10:33 AM):
Done. 6 owners have their items and dates. I'll post the open list here on Oct 24.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
- Connect accounting software
- QuickBooks
- Xero
Not connected yet? Your agent sends you a link to sign in.
What it won't do
Maito finds documents that exist in your tools. It cannot judge whether a document satisfies the auditor, and it does not give audit or accounting advice.
Questions
Google Drive, Box, Dropbox, Notion or Microsoft 365 for files, and QuickBooks or Xero for accounting records.
No. It prepares them. Your team sends them.
Yes. It can ask each owner for their item by Slack or email and track the replies.
