What it does
AuditFile is cloud audit software combining methodology, risk assessment, trial balances, workpapers, reporting and client collaboration tools. It is designed for accounting firms and accessed through a browser. Paid user subscriptions include a 14-day trial.
AuditFile organizes a trial balance, risk assessment, workpapers and reporting around the same audit engagement. Dashboards show audit status during that process.
Create the engagement
After signing in, invite colleagues through Users > Invite Users and assign their staff levels and permissions. Under Clients, create a client with a unique name and financial year-end. The client's engagement area then lets you add the project name, year-end, due date and fee, choose a template and review levels, and assign the team.
For a Xero client, open the trial-balance upload area and choose Connect to Xero. Authorize the connection, select the balance date and whether to include a prior-year balance, then import. AuditFile brings in account numbers, names and balances. Clicking a lead-sheet balance can open the related Xero account activity. This is an on-demand import, so a later Xero change requires another pull.
Plans and costs
| Plan | Monthly price per user | With a one-year agreement | Main allowance |
|---|---|---|---|
| Professional | $199 | $179 per user/month | 1 TB; up to 15 users |
| Pro Plus | $299 | $249 per user/month | 10 TB; unlimited users |
| Enterprise/Gov | Quote | Quote | Custom configuration |
The one-year agreement prices are monthly rates tied to a commitment. Professional and Pro Plus include AuditFile AI and the PCR+T methodology; Pro Plus adds Advantage Audit industry guides and audit agents. The pricing page offers a 14-day trial and places no cap on clients or engagements.
During completion, the Final Lock Diagnostic checks procedures before the engagement is locked. Review levels and staff permissions help a firm decide who prepares, reviews and closes the work.
Strengths
- Office 365 collaboration and Excel/Word add-ins connect working documents to the engagement
- Client portals and electronic signatures handle document requests and approvals
Watch out for
- The Professional plan is limited to 15 users and 1 TB of storage
- Xero balances update only when someone requests another import
- The lower advertised monthly rates require a one-year agreement
Best for
- Audit firms setting up repeatable client engagements with review stages
- Teams importing Xero balances into audit workpapers
Sources
- AuditFile cloud audit software (Oct 27, 2026)
- AuditFile plans and pricing (Oct 27, 2026)
- AuditFile quick start guide (Oct 27, 2026)
- AuditFile Xero integration guide (Oct 27, 2026)
- AuditFile product overview (Oct 27, 2026)