AuditFile Introduces Add-In Tool for Microsoft Word

AuditFile Report Writer Toolbox Gives Users Greater Flexibility in Building Dynamic Reports, Schedules and Workpapers

Walnut Creek, Calif. - May 3, 2018 – AuditFile, Inc., developer of award-winning cloud-based audit automation solutions, today announced the availability of the AuditFile Report Writer Toolbox™, a free add-in for Word available in the Microsoft Office Store. The new add-in gives A&A professionals greater flexibility in building dynamic financial statements, reports, schedules and other workpapers by linking directly to relevant data in the AuditFile trial balance tool.

“This tool builds on our integration with Microsoft Office, as we continuously innovate to give audit professionals flexible solutions that match how they work today and how they will adapt to meet future demands,” said Founder and COO, Kevin Bong. “Customers can choose to use AuditFile’s built-in, one-click report builder for basic financials, or use one of our add-in tools to design their own custom reports in Word and Excel. The feedback so far from our customers and the market on our direction with this solution has helped fuel our development.”

This add-in extends AuditFile’s integration with Microsoft Office and works in Word 2016 or later for PC, Word for Mac, and Word Online. AuditFile users can add the AuditFile Report Writer Toolbox easily from the Add-Ins tab within Word. In 2017, AuditFile announced that it joined the Microsoft Cloud Storage Partner Program, and released integration with Microsoft Office Online, as well as a similar add-in for Excel.

The AuditFile Report Writer Toolbox allows users to connect data from trial balances and leadsheets to Word to dynamically create custom financial statements and reports in AuditFile. For example, an AuditFile user can easily link content in a Word financial statement or report template to a leadsheet balance.

Professionals using AuditFile can also create their own library of custom templates that link to information in AuditFile, including prior and current year final account balances, prior year and current year final leadsheet balances, and program area balances (i.e. cash, A/R, investments, etc.). Then, users can dynamically create and customize reports and other workpapers from templates within the AuditFile cloud environment using the Office Online integration built into the platform.

AuditFile is an easy-to-use, scalable solutions that combines workpaper and trial balance management, workflow, and methodology in an open platform that easily integrates with other cloud-based tools used in the firm. AuditFile’s secure audit automation solution gives practitioners all the tools needed to perform efficient, quality audits, reviews, and compilations profitably, including:
  • Real-time audit progress tracking mapped to the chosen audit program through easy-to-read dashboards and real-time notifications;
  • Wiley Advantage Audit's industry-specific modules with risk-based planning tools and audit program, including sample client letters;
  • Integrated workflow linking planning, programs, workpapers, and the trial balance in one complete solution;
  • And automated planning tools for key areas such as risk management, materiality, internal controls, and ratio analysis, that flow through to applicable program areas.

About AuditFile
Founded by CPAs in 2011, AuditFile, Inc. delivered the profession’s first completely cloud-based audit automation solution to help firms of all sizes perform audits more efficiently and effectively. AuditFile is designed to give auditors a simple, yet sophisticated solution that combines workpaper and trial balance management, audit workflow, and methodology in an open platform that easily integrates with the firm’s existing programs and technology environment. For more information, visit


Erika Schonberg
AuditFile, Inc.
888-502-7001 ext. 104