Internal Audit Management
Give Internal Audit a structured workspace to plan risk-based coverage, execute engagements, preserve evidence, and communicate results while maintaining its independent assurance role.
The Internal Audit Lifecycle in One Place
Move from audit planning to evidence, reporting, and follow-up with a consistent, defensible process.
Audit Universe
Maintain a complete inventory of auditable entities, processes, functions, and areas so your team can define and manage audit coverage.
Risk-Based Audit Plans
Build annual and cycle-based plans around risk, priorities, available resources, and the coverage your institution needs.
Audit Engagements
Manage each engagement from planning through fieldwork, review, reporting, and closure with clear scope, ownership, and status.
Workpapers & Evidence
Document audit programs and procedures, organize workpapers, and retain the evidence that supports testing and conclusions.
Findings, Issues & Follow-Up
Record findings and issues, assign follow-up work, and monitor remediation through validation and closure.
Regulatory Exams & Reports
Coordinate regulatory examination activity and produce clear reports that communicate scope, results, and open items.
Built for Independent Assurance at Financial Institutions
Bank and credit union audit teams need a clear, defensible way to plan coverage, perform audit work, retain supporting evidence, and report results. ERM Pilot supports that lifecycle while management remains responsible for owning and managing risk.
- Independent AssuranceKeep Internal Audit focused on objective assurance while management retains ownership of risk and controls.
- Risk-Based CoverageUse the audit universe to shape annual and cycle plans around the areas where assurance is needed.
- Defensible Audit RecordRetain procedures, workpapers, evidence, conclusions, reports, and follow-up history in a consistent record.
- AI-Assisted ExecutionUse the AI Assistant to build audit procedures, organize planned work, and capture findings while your audit team retains review and control.
Turn every audit into defensible assurance
ERM Pilot gives Internal Audit one place to maintain the audit universe, plan risk-based coverage, execute engagements, preserve evidence, and follow issues through resolution.