How can AI automate audit walkthrough documentation?
AI can automate much of the work that happens after a walkthrough: transcribing the discussion, separating process steps from commentary, identifying systems and roles, drafting the narrative, producing a process map and linking risks and controls to the underlying evidence.
A useful workflow can accept a call recording, client questionnaire, documents and prior-year notes. It then prepares a structured first draft and flags gaps or inconsistencies for follow-up. The auditor reviews the draft against the evidence, corrects anything that is incomplete and approves the final process work.
This is a strong AI use case because the manual effort is substantial but the output is structured. Teams often spend hours turning a good client conversation into documentation. Automating the drafting frees that time without removing the auditor's role in understanding the process.
The quality standard matters. A polished narrative is not enough if it cannot be traced back to what the client said or supplied. The system should preserve citations, show uncertainty and make it easy to see what was inferred rather than directly evidenced.
Platformed capability: Platformed accepts walkthrough recordings and supporting documents, then prepares the narrative, process map, risks and controls with links back to the source. Missing or inconsistent information remains visible for auditor follow-up.
References: Platformed customer examples · FRC AI in Audit