// Built by a Practising Cost Accountant & GST Practitioner

A trial balance goes in.
A risk-mapped audit checklist
comes out.

Paste raw financial data — or drag in a PDF directly — and get a complete, ICAI-assertion-mapped, risk-stratified audit checklist in under 30 seconds. No server. No installation. Your data never leaves your browser except to reach Claude.

Launch the Tool → Read the Docs
100% client-side CSP-enforced Free & open source (MIT)
Live PreviewRisk Meter
Revenue RecognitionHigh Risk
Trade ReceivablesHigh Risk
Related Party TransactionsMedium Risk
Fixed AssetsLow Risk
Illustrative — your actual checklist is generated from your own figures.
Folio 01 — The Problem
Six to ten hours, and the quality depends on who's sitting at the desk.
A senior CA catches a red flag in the debtors' ageing that a junior team member misses entirely. None of that judgement carries forward — it just lives in someone's head, not in the checklist.
Before
6–10 hours per checklist, built manually
SA assertions mapped by hand from the manual
Quality depends on who's building it
Red flags live in one senior's head
Last year's Word template, may not fit this year
With this tool
Under 30 minutes, start to finish
Every item auto-tagged with its SA assertion
Junior staff produce senior-quality output
Red flags generated from this client's actual figures
Rebuilt fresh from this year's data, every time
Folio 02 — Get Your Free API Key
One thing to set up first — about 3 minutes, and it's yours to keep.
This tool talks directly to Claude (the AI) using your own personal key from Anthropic, the company that builds Claude. Think of it as a password just for you — it's what keeps everything private, since there's no shared login and nothing stored anywhere except in your own browser for that one session.
01
Go to console.anthropic.com
Sign up free with your email or Google account. No credit card needed just to create the account.
02
Add a small amount of credit
Go to Billing → Add Funds. ₹200–500 comfortably covers a full year for a firm running 40 audit engagements, at roughly ₹5–12 per checklist generated.
03
Create your API key
Go to the "API Keys" section, click "Create Key," give it any name (e.g. "Audit Checklist Tool"), and copy the key that appears — it starts with sk-ant-...
04
Paste it into the tool, once per session
Open the tool and paste it into the API Key field at the top. It stays in your browser's session memory only — never saved to disk, never sent anywhere except to Anthropic the moment you click Generate.

Keep the key saved somewhere safe — a password manager or a private note — since you'll paste it in fresh every time you open the tool; it's never remembered, on purpose, for privacy. Anyone else on your team can create their own key the same way, in their own name.

Folio 03 — How It Works
Five steps. The first four take about two minutes.
01
Fill in engagement details
Entity name, financial year, entity type, and audit type — Statutory, Internal, Tax Audit u/s 44AB, Limited Review, or Due Diligence.
02
Tap the focus area chips (optional)
Revenue Recognition, Inventory, Related Party Transactions, Fixed Assets, and more. The AI finds risk areas from the data itself even with no chips selected.
03
Paste the financial data
Trial balance, P&L, or balance sheet extract. Doesn't need to be perfectly formatted — paste whatever you have.
04
Click Generate
Within about 30 seconds, Claude reads every figure, scores every area, maps every assertion, and drafts every procedure.
05
Work through it on screen
Tick off items, watch the progress counter, and copy the full checklist into your working papers in one click.
Folio 04 — Features
What's actually in the generated checklist
📊
Risk Stratification
Every area scored HIGH, MEDIUM, or LOW from the actual figures, ordered highest-risk first, with an animated risk meter per section.
📐
SA Assertion Mapping
Completeness, Accuracy, Existence, Valuation, Rights & Obligations, Cut-off, Presentation — tagged automatically on every item.
🚩
Data-Specific Red Flags
"Debtors over 6 months are 23% of total receivables" — not a generic "check debtors ageing" template line.
✓
Fully Interactive
Tick off items, track live progress, collapse sections to focus on one audit area at a time.
📋
Copy-All for Working Papers
One click copies the entire generated checklist — tick state and staff assignments included — straight into your audit file.
📄
Paste Text or Upload a PDF
Drag in a client's PDF trial balance directly — Claude reads the tables and figures natively, no manual transcription.
📊
Prior-Year Comparison & Team Assignment
Paste last year's figures for automatic YoY risk flagging, and assign checklist items to specific staff members.
Folio 05 — Privacy Shield
Client confidentiality, enforced — not promised
When a client hands over their trial balance, that's confidential financial information. Here's exactly how this tool protects it, technically.
🛡 100% Client-Side
All logic runs inside your browser, on your machine. No server. No backend. No database.
🔒 CSP-Enforced Isolation
A Content Security Policy tag blocks every outbound connection except to api.anthropic.com — enforced by the browser itself, before any script runs.
⏱ Session-Only API Key
Lives only in sessionStorage. Wiped the moment you close the tab. Never written to disk or a cookie.
🧹 Auto-Clear Inputs
Financial data you paste is automatically wiped from the form after the AI responds.
🚫 Zero Retention
Anthropic's API does not store, log, or train on data submitted via API calls. Each call is stateless.
📴 Offline Capable
Works without internet except the moment you click Generate — and only ever reaches api.anthropic.com.
Folio 06 — Cost & Impact
300 hours a year, for the cost of a few cups of tea
30 min
vs. 6–10 hrs manually, per checklist
300 hrs
freed per year at 40 engagements
₹200–500
total annual API cost, 40 engagements
Folio 07 — Roadmap
Where this is headed
Phase 1 & 2 · Live Today
Risk-based checklists, PDF upload, prior-year comparison, team assignment
Everything on this site — paste or upload a PDF, get a risk-stratified assertion-mapped checklist, flag YoY movements automatically, assign items to your team. Working, downloadable, free.
Phase 3 · Next
White-label & industry templates
Custom branding for CA firms, Manufacturing/NBFC/NGO/Real Estate templates, and Tally/Zoho Books integration.

Download it. Run your first checklist
before your coffee gets cold.

Free, open source (MIT), and built for Indian CA practice.

Launch the Tool → Read the Docs