PBCLink
Collect client data automatically and verify it in minutes. Not days. Stop chasing data. Start auditing.
What is PBCLink
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.
Core capabilities that transform your data collection process
Step 1Request
Generate structured PBC lists from your audit program templates. Import an Excel file or use a template, add manual requests, and send with deadlines, owners and item-level context.
Step 2Collect
Collect evidence live, data simply arrives automatically.
Step 3Monitor
Track every request in real time - overdue, stalled, due tomorrow, and what changed since yesterday. Automated reminders keep clients moving; clients get their own
view to prioritise what's still open.
Step 4Verify
Upon submission, documents are validated against the request criteria - type, reporting period, reference. Inconsistencies are flagged on the spot. Get ready to audit, not to clean up.
Can't find what you're looking for? Contact us
You can start by preparing your requests, either from an Excel file, a ready-made template or manually.
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
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.
Core capabilities that transform your data collection process
Step 1Request
Generate structured PBC lists from your audit program templates. Import an Excel file or use a template, add manual requests, and send with deadlines, owners and item-level context.
Step 2Collect
Collect evidence live, data simply arrives automatically.
Step 3Monitor
Track every request in real time - overdue, stalled, due tomorrow, and what changed since yesterday. Automated reminders keep clients moving; clients get their own
view to prioritise what's still open.
Step 4Verify
Upon submission, documents are validated against the request criteria - type, reporting period, reference. Inconsistencies are flagged on the spot. Get ready to audit, not to clean up.
Can't find what you're looking for? Contact us
You can start by preparing your requests, either from an Excel file, a ready-made template or manually.
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.
