The whole platform — explained

Every module. Every workflow. Every artefact.

{{PRODUCT_NAME}} is twenty-two integrated modules. Click through the audit lifecycle below — each section explains how the system handles that phase, from first contact to seven-year archive.

Module M03 + M10 + M04

Sales pipeline → quote → client

Every audit begins with a lead. {{PRODUCT_NAME_SHORT}} captures it, moves it through a 7-stage pipeline, generates a branded quote PDF, and on acceptance creates the client + first engagement automatically.

  • 7-stage lead pipeline (new → contacted → qualified → proposal → negotiation → won → lost)
  • Branded quote PDFs with VAT line items per Royal Decree 121/2020
  • One-click conversion: lead → client → engagement letter → first job
  • Pipeline conversion KPIs on the dashboard
Pipeline conversion · 90 days Leads 42 Contacted 35 Qualified 26 Proposal 18 Won 14 33% lead-to-won conversion
Invoice + payments dashboard — branded PDFs, status pills, advance allocation, dompdf-rendered
Module M10 + M11 · Quote → Invoice → Receipt

The full revenue stream — quote, invoice, payment

Branded quote PDFs that convert to tax invoices with one click. Multi-document support: tax invoices, proforma, credit notes, debit notes — all with the right Oman VAT treatment per Royal Decree 121/2020. Multi-allocation payments with advance tracking and aged-AR roll-up.

  • Branded PDFs (dompdf) — your firm logo, your colours, your bank details, your terms
  • Tax invoice + proforma + credit note + debit note — all with proper lineage
  • Advance payment tracking · cross-invoice allocation · aged-AR auto-rolling
  • Auto-draft invoice on job completion · 4-bucket aging (Current / 1-30 / 31-60 / 60+)
  • 13-week cashflow forecast on the partner dashboard
Module M05 · 12 seeded engagement templates · audit + non-audit

Not just audits — the full firm service line

Most Oman audit firms earn 40–60% of revenue from non-audit work — bookkeeping, VAT filing, corporate tax, payroll, advisory. AuditPro ships templates for every line. Each comes with task structure, ISA / IFRS / Oman-regulatory-tagged checklist, deliverables, skills, folder blueprint, and quality criteria.

Audit & Assurance: AA · TA · IA · SPA · RE · AUP   ·   Tax: VAT · CIT   ·   Bookkeeping: BK · COMP   ·   Payroll: PAY   ·   Advisory: DD

The 12 engagement templates as flat-design icons — one for every audit-firm service
Code Template Job type Standard Tasks Duration
TPL-AAAnnual Financial Auditannual_auditISA 200–720 + IFRS1030 d
TPL-TATax Audittax_auditRD 121/2020 + CIT Law530 d
TPL-IAInternal Auditinternal_auditIIA Std 2010-2440545 d
TPL-SPASpecial Purpose Auditspecial_purpose_auditISA 800 / 805321 d
TPL-REReview Engagementreview_engagementISRE 2400421 d
TPL-AUPAgreed-Upon ProceduresaupISRS 4400314 d
TPL-DDDue Diligencedue_diligenceAdvisory · M&A630 d
TPL-COMPCompilationcompilationISRS 4410414 d
TPL-BKAccounting & Bookkeeping (Monthly)bookkeepingOutsourcing · monthly close530 d
TPL-VATVAT Filing (Quarterly)tax_filingRD 121/2020410 d
TPL-CITCorporate Tax Return (Annual)tax_filingOman Income Tax Law420 d
TPL-PAYPayroll Processing (Monthly)bookkeepingOman Labour Law · WPS · PASI55 d
12 templates · all active · v1 58

Why this matters

Audit-only software (CaseWare, IDEA, ProSystem) ignores the half of firm revenue that comes from non-audit. AuditPro Suite runs all 12 service lines on one platform — one client, one billing system, one document vault. That's the difference between audit software and an audit-firm operating system.

12 audit workpaper templates A-100Planning B-100Cash C-100Receivables D-100Inventory E-100PPE F-100Payables G-100Revenue H-100OpEx I-100Equity J-100Tax K-100Going concern L-100Subsequent events 5-stage sign-off chain 1 Preparer 2 Reviewer 3 Manager 4 Partner
Module M19 · The audit core

12 workpapers. 79 procedures. Five sign-offs.

When you create an audit job from the TPL-AA template, {{PRODUCT_NAME_SHORT}} auto-instantiates twelve standard workpapers (A-100 through L-100), seventy-nine ISA-tagged procedures, twenty-four FS notes, and the disclosure compliance checklist — in seconds.

  • Each workpaper carries materiality (auto-calc per ISA 320), risk-of-material-misstatement, and team assignments
  • Each procedure tagged with the ISA reference + assertion tested
  • 5-stage sign-off chain per ISA 220: preparer → reviewer → manager → partner → EQCR
  • Locked after EQCR per ISA 230 — unlock requires a documented reason
Phase 9 W1 · ISA 450

Adjusting Journal Entries that flow everywhere

Find a misstatement on B-100 Cash? Click "+ New entry". Type the narration. Pick the GL account from autocomplete. Enter Dr/Cr. Save & Post. The Adjusted TB recomputes immediately. Every workpaper's lead schedule refreshes. The SFP/SPL/SCF/SOCIE update live. The FS notes flag if any number drifted.

  • Four ISA 450 types: audit_adjustment · reclassification · management_override · passed_unrecorded
  • Double-entry validation enforced at post-time — totals must balance
  • Source-workpaper cross-reference on every AJE
  • Posted AJEs are immutable — unpost with documented reason creates a full audit trail
  • Adjusted TB shows unadjusted vs adjustments vs adjusted in three live columns
AJE2026/0042 · Audit adjustment Top up Q4 depreciation expense — vehicle delivered Sep 15 Dr · 5050 Depreciation expense 1,250.000 Cr · 1510 Accumulated depreciation 1,250.000 ✓ Balanced · Ready to post After post, cascade fires → → Adjusted TB recomputes → E-100 PPE lead schedule refreshes → SFP / SPL / SCF / SOCIE update live
SFP Non-current assets PPE 56,500 Intangibles 7,200 Current assets Receivables 59,700 Inventory 31,200 Cash 24,151 Total assets 178,751 Equity + Liab Share capital 50,000 Retained + NP 38,025 Total E+L178,751 ✓ SPL Revenue 228,000 Other income 1,850 COGS (105,000) Gross profit 124,850 Staff costs (50,350) Rent (14,400) Depreciation (9,750) Other OpEx (28,975) Operating profit 21,375 Finance costs (2,150) PBT 19,225 Net profit 19,275
Phase 9 W2 + W3 · IAS 1 · IAS 7

Full IFRS financial statements — auto-generated

Statement of Financial Position. Statement of Profit or Loss. Statement of Cash Flows (IAS 7 indirect method). Statement of Changes in Equity (IAS 1). All four — generated live from the Adjusted TB. With prior-year comparatives. With reconciliation checks. With branded A4 PDFs. With dedicated FS-line-to-note bindings.

  • SFP balances or the system tells you exactly which row is off
  • SPL net profit auto-flows into SFP equity ("Profit for the year")
  • SCF reconciles to the SFP cash movement
  • SOCIE rolls BF + profit + dividends + share movements → CF
  • Prior-year auto-roll: read last year's signed snapshot, populate PY column in one click
Phase 9 W4 · ISA 700/705/706/701

The signed Auditor's Report

Pick the opinion type — unmodified, qualified, adverse, or disclaimer. Add KAM paragraphs for listed entities. Going-concern language for ISA 570 cases. Partner signs. EQCR signs. Issue. Generate the branded A4 PDF that goes on the firm's letterhead with the OAAA registration number.

  • Auto-numbered: AR/{YYYY}/{NNNN}
  • Modified-opinion validation: basis paragraph required before save
  • KAM editor with workpaper + FS-note cross-references
  • Pre-flight readiness check: workpapers signed + FS finalised + no open review points
  • Two-partner sign-off chain: engagement partner → EQCR partner → issued
  • Branded A4 portrait PDF with all eleven mandatory ISA 700 sections
INDEPENDENT AUDITOR'S REPORT To the Shareholders Opinion In our opinion, the accompanying financial statements present fairly, in all material respects, the… Basis for Opinion We conducted our audit in accordance with International Standards on Auditing (ISAs)… Key Audit Matters Revenue recognition under IFRS 15 Engagement Partner OAAA No: 1234 AR/2026/0042
The 26-tab employee detail page — Documents, Compensation, Leave, Capability, Performance EOSB calculator · Oman Labour Law Art. 39 Years of service 7.001 Days accrued 165 EOSB OMR 10,176 Capability matrix Antony · Manager ★★★★★ Fatima · Senior ★★★★☆ Nithin · Staff ★★★☆☆ Leave (9 types) · Attendance · WPS SIF · CPD tracking
Module M13 · 33 HR tables · 6 waves

Your audit team in the same system

Most audit-software vendors treat HR as someone else's problem. We don't. {{PRODUCT_NAME_SHORT}} runs the complete audit-firm HR module — onboarding, capability matrix, certifications, expat tracking, leave, attendance, payroll, EOSB, lifecycle.

  • EOSB calculator per Oman Labour Law Art. 39 — first 3 years × 15 days, beyond × 30 days
  • 9 statutory leave types (annual, sick, casual, hajj, maternity, paternity, bereavement, marriage, unpaid)
  • WPS SIF generation for Bank Muscat upload (Wage Protection System compliance)
  • Capability matrix — find your IFRS 15 expert in one click
  • Certification tracking with EQCR-eligibility flag (ACCA, CPA, CA, CIA…)
Module M20 + M15

Compliance calendar & firm-wide reports

Compliance calendar — 15 Oman obligations tracked with auto-reminders

Auto-subscribe new clients to fifteen Oman compliance obligations matching their VAT category and entity type. Branded reminder emails go out automatically. Then run any of nine firm-wide reports for the partner's morning brief.

  • VAT quarterly · CIT annual · WHT monthly · trade-license renewal · municipality · civil defence
  • Audit report filing · AGM · MOCIIP annual return · OCCI membership
  • PASI · WPS · labour-contract review · PSI quota
  • 9 reports: leads by stage, quote conversion, jobs by status, overdue jobs, revenue by client, AR aging, payments received, employee directory, expiring documents
Compliance deadlines · next 60 days Apr 30 Q1 VAT return — Sohar Industries May 15 Trade license renewal — Al Bahja Jun 30 CIT annual filing — Dhofar Logistics Jul 1 Q2 VAT return — multiple clients (4) Branded reminder emails sent automatically

Want to see all this in action?

Thirty-minute demo. We use your firm's logo. We use your trial balance. We generate your audit report on screen.

Book my demo