Automate test-of-details workflows by connecting client data directly to supporting documents. Perform deeper testing faster and with full traceability.
Manual sampling, document collection, and transaction tie-outs makes substantive testing one of the most time-consuming phases of fieldwork – limiting coverage and slowing teams down,
Automate Vouching and Tracing
Extract Data From Source Documents
Leverage Audit-specific Agents
Maintain a Complete Audit Trail
Substantive Testing is one workflow inside Trullion’s Connected Audit Platform — all backed by the same Auditable AI.
Streamlined review — footing, cross-footing, and version consistency, automated end to end.
Rapid reconciliation — match transactions, contracts, and source documents in minutes, not days.
Audit-ready data — turn invoices, contracts, and documents into structured, testable evidence.
Agentic assistant — purpose-built for audit, with deterministic execution and a full audit trail.
A 30-minute working demo on real engagement data
Substantive testing is how auditors verify that financial statement balances and transactions are accurate and complete. It covers test-of-details procedures (like vouching transactions to source documents and tracing recorded amounts back to original records) as well as analytical procedures that look for unexpected patterns in financial data.
Trullion’s Data Match product connects client data directly to supporting documents and automatically matches transactions to invoices, contracts, and non-uniform source files. Instead of working through tie-outs manually, teams get match results with full traceability built in, so vouching and tracing procedures move faster without sacrificing coverage or documentation quality.
Data Extract reads unstructured files like invoices, contracts, and financial documents and converts them into structured, audit-ready data. Teams don’t have to manually transcribe or reformat source material before testing. The extracted data links back to the original document, so evidence is ready to use and easy to review.
Trullion’s Trulli agents are trained on audit procedures, so they can interpret testing requirements and generate workflow logic specific to the engagement. The execution stays deterministic, transparent, and auditable throughout. It’s not general-purpose AI repurposed for audit; it’s purpose-built to support how substantive testing in audit actually works.
Yes, Trullion adds an execution layer on top of the workflows your team already uses. You don’t have to overhaul your engagement setup to get the benefit of automated testing. It connects to your existing platform so teams can move faster through fieldwork without rebuilding how they work from scratch.