Welcome to Punchcard
Punchcard is the audit collaboration and workpaper automation platform. This overview introduces the product, its core concepts, and a guide to every section of the auditor documentation.
Punchcard is a single workspace for audit firms and the clients they serve. It combines PBC request management, evidence collection, and AI-powered workpaper automation with real-time collaboration between your team and the client.
As an auditor, you set up the engagement, create requests, build workpapers, and review the results. Your clients sign in to the same platform to respond to requests and upload files. What you configure on the auditor side is what the client sees on theirs.
This page is your map to the rest of the guide. If you're brand new, start with Onboarding for a guided, hands-on first session. Otherwise, jump to the section that matches the work in front of you.
New to Punchcard? Start here
The Onboarding guide walks you through a complete first session inside the sample Punchcard Onboarding engagement, with no client data required. You'll sign in, run a Financial Statement Review, load a client's accounting policies, and build your first AI-generated workpaper from start to export.
Explore the guide
Each section below is a self-contained area of the product. The cards link to the starting page for that section. Follow them in order or dip in wherever you need to.
Onboarding
A guided, hands-on walkthrough in a sample engagement: your first FSR, loading accounting policies, building a workpaper from one Co-Audit instruction, and expense testing with sampling.
Cheat Sheet
A single-page, scannable reference to every feature in Punchcard.
Clients & Engagements
Set up the structure your work lives in. Create clients and engagements, invite firm auditors and client contacts, tour every Engagement Settings tab, and roll an engagement forward to a new period.
Co-Audit
Use the natural-language agent in every request to build workflows, document groups, and columns from a single instruction, including full workpapers and amortization schedules.
AI Prompting
Get better results from Punchcard's AI. Universal prompting best practices plus dedicated guidance for Co-Audit and for AI Prompt Columns and Testing Attributes, with copy-and-paste recipes.
Requests & Workpapers
The core day-to-day work: the Request and Task Boards, the request tabs (Request, Memo, Files, Workflow, Workpaper), sampling methods, the Excel add-in, and exporting finished workpapers.
Financial Statement Review
Run an FSR task across five review modes (Prior Year Consistency, Internal Consistency, Footing and Cross-Footing, Spell Check, and a Disclosure Checklist), with each finding cited back to its source.
EBP Engagements
Run an Employee Benefit Plan audit end to end with Punchcard's EBP templates: eligibility, compensation, contributions, remittance, investments, distributions, and loan testing.
What you'll learn in each section
Key concepts to know
Expand any section below for a quick definition of the vocabulary you'll see throughout these docs.
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