PBCLink
Collect client data automatically and verify it in minutes. Not days.
Stop chasing data. Start auditing.
What is PBCLink?
PBCLinkisanAI-poweredPBCsolutionthatstructuresandvalidatesclientdata,eliminatingmanualrequestsandfollow-ups.Real-timedashboards,AI-drivenvalidation,anddirectsystemintegrationsensuredataisautomaticallycollected,verified,andaudit-ready.
How PBCLink helps?
When AI meets PBC Automation
Full visibility across all requests, including status, deadlines, and what changed since yesterday - across engagements.
Standardize requests across engagements with predefined templates. Roll forward, pre-mapped to audit areas
Help your clients track and manage progress internally
Automatically verify whether uploaded files are correct, including checks on reporting period, completeness, and relevance. Catch common client errors before they reach the auditor's desk. Flag issues before audit work begins.
Capabilities
Core capabilities that transform your Data collection process.
Store and manage unlimited client data without constraints. Any file type.
Access everything securely, anytime and from anywhere via the web interface
Advanced security supporting also single sign-on with Microsoft authentication
Capabilities
Core capabilities that transform your Data collection process.
Store and manage unlimited client data without constraints. Any file type.
Access everything securely, anytime and from anywhere via the web interface
Advanced security supporting also single sign-on with Microsoft authentication
Communicate instantly through real-time comments and chat. Keep auditors and clients aligned without delays.
Every action logged, timestamped, assertion-linked and audit-ready for review and compliance.
PBCLink doesn’t operate in isolation. It feeds directly into TestGrid for testing, DocLens for analysis, and GLAS for the audit file, creating a fully integrated audit workflow and turning collected data into immediate audit execution.
01Request
Step 1
Generate structured PBC lists from your audit program templates. Import and excel or from your templates. Enhance with manual requests.
And send them directly to the client with deadlines, owners, and item-level context attached.
Step 2
Documents come in structured, not scattered.
And when system integrations are live, data simply arrives automatically.
Step 3
Track every request in real time. See what's overdue, stalled, or due tomorrow and exactly what changed since yesterday, so you never have to search.
Automated reminders keep clients moving without you chasing.
Clients get their own view to manage and prioritize what's still open on their end.
Step 4
Upon submission, documents are automatically validated against the request criteria, like type, reporting period, and reference. Any inconsistencies are flagged on the spot.
Get ready to audit, not to clean up.
Curious to see how PBCLink can cut the time spent on document collection and follow-ups while streamlining the audit process? Schedule a personalized demo.
PBCLink
Collect client data automatically and verify it in minutes. Not days.
Stop chasing data. Start auditing.
What is PBCLink?
PBCLinkisanAI-poweredPBCsolutionthatstructuresandvalidatesclientdata,eliminatingmanualrequestsandfollow-ups.Real-timedashboards,AI-drivenvalidation,anddirectsystemintegrationsensuredataisautomaticallycollected,verified,andaudit-ready.
How PBCLink helps?
When AI meets PBC Automation
Full visibility across all requests, including status, deadlines, and what changed since yesterday - across engagements.
Standardize requests across engagements with predefined templates. Roll forward, pre-mapped to audit areas
Help your clients track and manage progress internally
Automatically verify whether uploaded files are correct, including checks on reporting period, completeness, and relevance. Catch common client errors before they reach the auditor's desk. Flag issues before audit work begins.
Capabilities
Core capabilities that transform your Data collection process.
Store and manage unlimited client data without constraints. Any file type.
Access everything securely, anytime and from anywhere via the web interface
Advanced security supporting also single sign-on with Microsoft authentication
Capabilities
Core capabilities that transform your Data collection process.
Store and manage unlimited client data without constraints. Any file type.
Access everything securely, anytime and from anywhere via the web interface
Advanced security supporting also single sign-on with Microsoft authentication
Communicate instantly through real-time comments and chat. Keep auditors and clients aligned without delays.
Every action logged, timestamped, assertion-linked and audit-ready for review and compliance.
PBCLink doesn’t operate in isolation. It feeds directly into TestGrid for testing, DocLens for analysis, and GLAS for the audit file, creating a fully integrated audit workflow and turning collected data into immediate audit execution.
01Request
Step 1
Generate structured PBC lists from your audit program templates. Import and excel or from your templates. Enhance with manual requests.
And send them directly to the client with deadlines, owners, and item-level context attached.
Step 2
Documents come in structured, not scattered.
And when system integrations are live, data simply arrives automatically.
Step 3
Track every request in real time. See what's overdue, stalled, or due tomorrow and exactly what changed since yesterday, so you never have to search.
Automated reminders keep clients moving without you chasing.
Clients get their own view to manage and prioritize what's still open on their end.
Step 4
Upon submission, documents are automatically validated against the request criteria, like type, reporting period, and reference. Any inconsistencies are flagged on the spot.
Get ready to audit, not to clean up.
Curious to see how PBCLink can cut the time spent on document collection and follow-ups while streamlining the audit process? Schedule a personalized demo.