Welcome to Punchcard
Punchcard is the AI-powered audit platform that brings PBC requests, evidence collection, and workpaper automation into one workspace, with real-time collaboration between your team and your clients. These guides show you how to get the most out of it.
Choose your guide
Pick the path that matches your role.
Popular in the auditor guide
Jump straight to the sections auditors use most.
Getting started
A guided first session in a sample engagement, no client data required.
Co-Audit
Build a full workpaper from a single natural-language instruction.
AI Prompting
Write prompts that get better results, with copy-and-paste recipes.
Requests & Workpapers
The day-to-day: boards, request tabs, sampling, and exporting.
Financial Statement Review
Run five review modes with every finding cited to its source.
EBP Engagements
Run an Employee Benefit Plan audit end to end with EBP templates.