Audit Confirmation Assistant

We are pleased to introduce a new confirmation tool developed through an initiative of the technology start-up IntelliServices, in cooperation with the BDO Audit team in the Czech Republic. It is a simple, practical web application that helps you manage confirmations faster and more clearly, with less administrative effort—while improving audit quality and making the process easier for clients.

What does the application do?

Sends confirmation requests
Issues reminders
Evaluates incoming responses and stores them in the correct folders

Watch the short video introduction to see how the application works: BDO Audit Confirmation Assistant

How does the Audit Confirmation Assistant work?

Cards

Simple web interface

You log in using your BDO account, create an engagement and add team members. Everything runs in the browser—no installation required.

Engagement management and team collaboration

Each team member has clearly defined access. You can assign roles (owner, editor), set notifications and always see who is responsible for what.

Automated sending and reminders

Confirmations are sent in just a few clicks. You can set automatic reminders (e.g. after three days without a response), which the system sends until a reply is received.

Data and attachment import

Confirmation templates can be easily uploaded from Excel, including attachments (such as balances or invoices) and language versions for foreign counterparties.

AI-based response evaluation

Responses from counterparties are automatically analysed. The system identifies whether they agree, disagree or whether further action is required, while always allowing manual review.

OCR reading of attachments

If a counterparty responds with an image or PDF, the system reads the amounts and compares them with expected values.

Audit trail and history

Every change, deletion or modification is logged. You always have a clear record of who did what and why.

Evidence export

At the end of the engagement, you can download a complete folder containing confirmations, responses, attachments and the audit trail—ready for APT or inspection.

Benefits for auditors and clients

Benefits

Less administration, more professional work

Automated reminders, response evaluation and a clear workflow allow you to focus on what matters—analysis and professional judgement, not chasing emails and tracking responses.

Higher quality and security

Every step is traceable. Data remains within the BDO environment, reducing the risk of information loss or unclear communication.

Better team collaboration

Clear role allocation, notifications and a shared overview of the engagement make coordination and handovers easier.

Faster responses to clients

With automated reminders and a transparent confirmation status, you can keep clients informed about audit progress and resolve discrepancies without unnecessary delays.

Easy rollout and ongoing development

The tool is intuitive and requires no extensive training. Feedback and improvement ideas are welcome—the tool continues to evolve based on auditors’ real needs.

If you want to audit more efficiently and reliably, reduce routine work and provide better service to your clients, try the new confirmation tool. We will be happy to show you how the Audit Confirmation Assistant can simplify your day-to-day audit work.

Main contact persons

Jan Macháč

Partner, International Liaison Partner • Audit

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Lukáš Homola

Director, Head of Audit Technical Team • Audit

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