Busy season is painful: long hours, manual evidence gathering, endless document review, and pressure from every direction. But it doesn’t have to stay that way.
You asked, and we listened. With the right technology, you can cut manual work, improve accuracy, and move through engagements far more efficiently.
We’ve taken your feedback and put together a set of features built specifically for the months ahead. Think of this as your 2026 busy season survival toolkit for speed, clarity, and audit confidence.
1. Instantly extract data from messy documents
Your team’s data is buried in messy, inconsistent documents, and gathering it manually burns hours you don’t have. Data Extract removes the lift from planning, walkthroughs, and early testing by transforming unstructured information into structured, searchable, audit-ready data.
- Extract exactly the data you need from thousands of documents, with full traceability back to each source file.
- Handle complex document types including tables, embedded content, mixed formats, and unstructured PDFs using advanced OCR and AI.
- Customize extraction completely with prompts that pull precisely what you need.
2. Level up your test of details and substantive testing
Manual reconciliation shouldn’t dominate your time. Trullion automates matching at scale, across thousands of documents, so you can focus on judgment, not data wrangling.
- Upload a workpaper and prompt the exact terms, numbers, and disclosures that you need.
- Trullion instantly matches transactions to supporting evidence. Smart AI suggestions help you boost coverage and refine accuracy as you work.
- Reusable templates make repeat tests truly repeatable across clients and audit cycles.
- One-click export sends results straight back to your audit file while preserving its existing structure.
3. Meet Trulli, your AI assistant for complex, document-heavy tasks
Trulli gives you the clarity you need when you’re caught up in leases, contracts, agreements, and technical guidance. Ask a question, get an instant answer – with a full audit trail behind every response.
- Pull key clauses from documents into clean, reviewable tables.
- Generate concise, source-linked summaries that highlight exactly what matters.
- Interpret complex accounting standards and policies, with guidance on how to apply them to your actual workflows.
- Compare documents side-by-side to flag discrepancies across invoices, POs, contracts, amendments, and draft versions.
See what Trulli can do — explore the full playlist of real-world use cases.
4. Strengthen reporting with automated financial statement validation
Late-cycle review shouldn’t be a scramble. Trullion’s Financial Statement Validation automates the most time-consuming checks, so you can close with confidence.
- Automatic footing and cross-footing
- Consistency checks across statements and footnotes
- Year-over-year comparisons to validate movements
- Version comparisons to show exactly what changed
5. Template center
Set up engagements faster with ready-to-use, configurable templates that standardize procedures, eliminate repetitive work, and keep teams aligned across clients and periods.
6. Data retention and roll forward
Carry forward templates, test logic, and engagement structure from prior audits with a single click. Track account balances year over year with clear beginning balances, movements, and ending balances – giving you continuity without the manual rebuild.
7. Usage dashboard
Get real-time usage insights organized by workspaces, modules, and team members – all from a single, centralized view.
How leading audit teams are preparing for busy season 2026
With a stronger technology foundation in place, firms can enter this busy season with more structure, less manual effort, and far greater confidence in the quality and consistency of their audit workflows.
Watch our on-demand webinar, Audit Ready: Powering Your Busy Season with AI, to explore real workflows and see the latest product capabilities. If you prefer a personalized walkthrough of Trullion, book a demo with our specialists.