heily, the AI junior auditor

Book a demoIdeal forInternal audit teams

Built by professionals from

EYJ.P. Morgan

What our clients say

“Chasing clients used to eat weeks. heily sends the requests, follows up and checks what comes back, so the work doesn't stall while we wait.”

Hours saved on evidence chasing per audit

22 hours

SC&H Group

heily does everything a junior auditor does

ARAnna ReidAudit senior

Assigns purchases testing to heily

Pulls every purchase invoice from Xero

INV-20417 · Dales4,218.60
HP-5531 · Harker12,940.00
4,812 invoices£11,386,420.17
Agrees to the trial balance£0.00

Files the workpaper in your engagement

P2 Purchases test of detail.xlsxNorthgate FY26 › Purchases

heily and the audit lifecycle

Planning and risk assessment

Sources

Prior-year file, trial balance, Companies House

heily does

Rolls the file forward with a change log, drafts materiality with the basis written up, runs AML and KYC on the directors and PSCs.

On you

Risk assessment, the materiality judgement, the audit strategy

Client requests and evidence

Sources

Your request list, client uploads, email

heily does

Reads every file the client sends, files it against the right request, flags what is unusable or missing, and chases it with follow-ups.

On you

What counts as sufficient evidence, inquiries of management

Fieldwork: tests of detail

Sources

The client's books, read-only. Bank statements, delivery notes

heily does

Pulls the full population, agrees it to the trial balance, selects the sample on a recorded seed, and tests each item for occurrence, accuracy and cut-off.

On you

Whether an exception matters, and what to extend

Keeping the audit on schedule

Sources

Your audit plan, fieldwork dates, the client's inbox

heily does

Times every client request around your fieldwork dates, sends it with enough notice, chases what is late, and flags anything that puts the timetable at risk.

On you

The timetable, and what to do when it slips

Workpapers and review

Sources

Your firm's template, the evidence behind each test

heily does

Builds the workpaper with every tick linked to its source, then answers each review comment with the changes highlighted.

On you

The conclusion, and signing as reviewer

Completion and reporting

Sources

The finished workpapers, the trial balance

heily does

Drafts the accounts against the trial balance, runs the disclosure checklist, assembles the completion memo, and files the evidence indexed and signed as preparer.

On you

Going concern, estimates, the opinion

heily scales audit without adding headcount

Time comparison

Traditional way

0hrs

With heily

0hrs

Average time saved

0%

Why heily

Works inside your software

Added as a user in Inflo, Caseware, AuditBoard or CCH. Nothing to migrate.

Tests the samples

Pulls the invoices and statements, tests every item, flags the exceptions.

Prepares the workpapers

Writes up the results ready for review, every conclusion traced to its source.

Just add heily
as a user to your audit software

inflo+Add user
User nameRoleAccess
heilyAudit juniorPreparer
Also works withXeroQuickBooksSageFreeAgentMicrosoft TeamsExcel

FAQs

heily is a context-aware AI employee that automates the work of junior auditors. It works inside the software your firm already uses, picks up assignments, carries out the audit procedures and produces results that are ready for senior review.