Built by professionals from
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

Assigns purchases testing to heily

Pulls every purchase invoice from Xero

Files the workpaper in your engagement
P2 Purchases test of detail.xlsxNorthgate FY26 › PurchasesPlanning 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
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.
inflo+Add user
Xero
QuickBooks
Sage
FreeAgent
Microsoft Teams
Excelheily 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.