How should a firm roll out audit AI across teams and offices?

Question

Accepted Answer

A firm should roll out audit AI through a controlled operating model: common methodology, representative pilots, clear ownership, role-based training, visible support and ongoing quality monitoring.

Start with enough variety to learn. A pilot made up only of enthusiastic innovation users and simple clients will not show how the workflow performs across the real portfolio. Include different offices, engagement sizes, preparer experience levels and client environments.

The rollout should define:

- which use cases are approved;
- who owns methodology and product decisions;
- when specialist escalation is required;
- what preparers and reviewers are expected to do;
- how issues and overrides are captured;
- how performance and quality are measured;
- how updates are communicated.

Local champions help, but the workflow should not depend on a handful of experts. The purpose of the technology is to make a high-quality approach easier to apply consistently. Firms should expand in stages, using each wave to improve configuration, training and evidence requirements before the next.

Platformed supports a common configured workflow across teams and offices, with central methodology, visible review and specialist escalation.

Public Platformed customer examples show Menzies extending the product across its full audit client base and HLB Mann Judd moving from ITGC work into process understanding.