01 / DASHBOARD
Audit Readiness Hub
Live stat cards — total federal expenditures, programs on SEFA, Type A count, major programs, findings, and transactions. Import CSV data or generate mock data for training. Full audit summary panel.
02 / SEFA
SEFA Compiler
Add, edit, and delete federal award rows. CFDA/ALN auto-lookup covers 18 major programs. Pass-through, direct, cluster, and Type A flags. Running total in status bar. CSV and PDF export.
03 / MAJOR PROGRAMS
Major Program Determination
Automated Type A/B analysis per 2 CFR §200.518. Risk classification engine. Coverage percentage vs. 40% threshold. Audit decision support with regulatory citations.
04 / 100% ANALYSIS
Transaction Analysis
Full transaction ledger with Z-score and IQR outlier detection. Manual flagging with reason codes. CFDA and amount filters. Supports 300+ transactions. CSV export of flagged items.
05 / SAMPLING
AICPA Sampling Calculator
Three methods: Attribute (zero/non-zero), MUS. Finite population correction applied automatically. Sample draw with random seed. Export sample to CSV for workpaper documentation.
06 / FINDINGS
Findings Manager
Full 2 CFR §200.516 finding structure — condition, criteria, cause, effect, recommendation. Status tracking (open/resolved/repeat). CSV export for workpaper integration.
07 / TIME & COST
Engagement Time Tracker
Multi-staff time log with hourly rate tracking. Auto cost allocation by CFDA program. Engagement summary with total hours and billed amount. Supports billing documentation.
08 / SF-SAC
SF-SAC Data Entry
All required SF-SAC fields — fiscal year end, audit report type, going concern, material weakness, significant deficiency, prior year findings, corrective action plan, UEI/DUNS. FAC-ready preview output.
09 / REPORTS
Report Generation
Full audit report, SEFA summary (PDF via reportlab), findings summary, time & cost report, and SF-SAC preview. Professional formatting with entity header and auditor signature block.
