Manage Your Entire Audit Universe, Whether in the Office or at Home
Automation Centre offers integrated software solutions designed to automate key business processes including Project & Audit Management, Resource Planning, Engagement Tracking, Agency & CPA Relationships, Time and Billing, Expense Tracking, Documentation & Work Papers, and a comprehensive Business Intelligence Engine. Tracker Suite is available as an On-Premise or Hosted Cloud solution.
Audit Tracker Screenshots
We have spent a few decades perfecting the art of software design and development. Here are a few examples of Audit Tracker at work.
Our Audit Tracker software is a powerful, intuitive, audit management and compliance solution with options for capturing time & expenses against audits and invoicing in a highly responsive application framework.
Tracker Suite provides an online solution for Audit Operations, Records Retention, and Staff Management. Our software is 100% Web-based, Compatible with all major Browsers, Intuitive and Scalable with a Powerful and Highly Configurable Workflow Engine.
Audit Tracker Features:
- Online catalog of all Auditees, Audits, and Correspondence.
- Collaborate on Workpapers.
- Manage Findings and Recommendations.
- Schedule, Track, and Manage Audits and Teams.
- Time, Expense, and Invoice System.
Tracker Suite Introduction for AuditorsTracker Suite provides a highly integrated, configurable environment to track and manage agencies, audits, workpapers and more.
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Tracker Suite Agency Tracking OverviewTracker Suite is a robust agency tracking module that allows auditors to track their agencies and manage their audits, correspondence, and documentation from one location.
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Tracker Suite Audit Tracking OverviewAudit tracking with Tracker Suite allows you to gain a comprehensive view of your audits including key dates, budgeting information and scheduling of resources.
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Tracker Suite Preparing WorkpapersTracker Suite provides an easy to use, highly integrated document management system that allows auditors to manage and prepare workpapers for each audit.
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Tracker Suite Delivers a Highly Responsive Application Framework
Tracker Suite Software is 100% Web-based, Compatible with all major Browsers, Intuitive and Scalable with a Powerful and Highly Configurable Workflow Engine.
CREATE THE SOLUTION YOU NEED
Tracker Suite products are available as integrated applications, allowing organizations to select certain applications to complement existing applications or it can be utilized as a comprehensive solution putting everything into one box. Automation Centre also provides Data Migration and Integration Services to interface with existing systems.
Tracker Suite Integration Features:
- Integrated with leading email platforms including Microsoft Outlook, Lotus Notes, and Web Email such as Gmail.
- Ability to integrate Tracker Suite with existing Accounting and other legacy systems, such as Oracle and SAP.
- Integration with Active Directory, SAML and other SSO solutions.
- Integration with popular software such as Quickbooks Online and Salesforce.com.
Project (Audit) Tracker simplifies your Project and Audit Management process.
- Comprehensive Audit Management Solution with at a Glance Views of Audit Status & Dates of Key Events
- Drill Down into Detailed Audit Information including a Configurable Audit Workspace
- Central Repository for Audit Artifacts: Tasks, Documents, Correspondence, Issues, Risks and Reports
- Integrate and Coordinate Audit Activities
- Complete Resource Scheduling and Task Management, including Gantt Charts, Visual Tools including an Audit and Task Scheduler
- Resource Utilization and Availability Reports
- Budgeting and Financial Planning
Workpaper Tracker - a complete Audit Workpaper Management System.
- Complete Document Lifecycle Review and Management
- Record retention archive and policies
- Secure, Easy 1-Click Online Editing of Documents
- Smart Templates with Smart Tags for easy Workpaper Creation, where you can Pre-Define Document Templates to be created based on specific audit processes
- Version Control and Edit History Tracking
- Workflow for Easy Review and Approval
- Workpaper Cross Referencing
- Deep Search which allows searching through all Workpaper Content for keywords and phrases
Engagement Tracker Manages CPA and Internal Staff Engagements.
- Track Activities and Report Status
- Support for Bulk Engagement & Activity Creation
- Support for Enforcement Letters
- Customizable Push of a Button Searches of Who has an Audit? Who is scheduled for an Audit? Who needs an Audit?
Customer Tracker serves as a searchable database for Agency and Contact information.
- Expandable Folder View of Agencies, Contacts, Audits, Engagements, Documents & More
- Track Past and Upcoming Agency Activities
- Manage a History of Audits, Correspondence, Documentation, and Working Papers
Vendor (CPA) Tracker serves as a searchable database for CPA Firms and Contact information.
- Expandable Folder View of CPA Firms, Contacts and Associated Engagements & Activities
- Track Past and Upcoming CPA Firm Activities
- Direct Link to Associated Engagements
Purchase Tracker is a complete purchase to pay solution, and can be used with Project (Audit) Tracker to manage capital budgets.
- Utilizes Web purchase orders to maximize the efficiency and accountability of your purchasing, receiving, and accounts payable departments
- Purchase Request and Change Order Process with a powerful workflow engine; Manages Receiving and Vendor Payment Processes
- Requests for Quotation for Vendors
- Complete Vendor Management and Purchasing folders with all history and information related to purchase orders and vendors
Payment Tracker is an easy to use check request application.
- Supports multiple check request workflows, including those based on the amount of the request
- Submitted requests are smart routed through the approval process
- Highly configurable, and can be customized to wrap around an organization's particular request-to-pay process
Time Tracker has been the solution of choice for many organizations.
- Streamlines the time reporting and tracking process
- Easy to use, Web timesheets with helpers including auto-nag reminders, ability to template new timesheets from the previous timesheet, optional validation rules
- Facilitates the tracking and measurement of time spent on audits, agencies, leave and general organizational business units
- Multiple Timesheet formats, including Weekly, Monthly, Biweekly, and Time-In/Time-Out
Expense Tracker is an expense reporting software solution that streamlines the expense and billing process.
- Intuitive, Online Expense Report Creation and Tracking
- Other Helpers Including a Trip & Mileage Wizard
- Configurable Expense Templates & Validation Rules
- Support for Complex Per Diem Rules
- Automates Approval Routing and Secures Processing
Invoice Tracker is a comprehensive; Web based invoicing software solution.
- Facilitates invoice workflow for Accounts Receivable by integrating Tracker Suite applications for time, expense, project management, and CRM with invoice templates, tools and reports
- Invoices can be created against audits, expense reports, and activities
Personnel Tracker is a secure Web based personnel management solution that eases the workload for HR.
- Online Employee Directory & Headcount Management
- Track Tenure, Continuous Education and Skills
- Options for Active Directory Synchronization
- Optional Integrated Vacation Tracker Automates Employee Vacation, Leave and Accrual Tracking
- Includes a Calendar with Vacation, Leave & Holidays
Support Tracker is a comprehensive Help Desk system.
- Simplifies ticket creation and submission
- Integrated with Email Platforms for Mail In Functionality
- Automates ticket routing based upon your support services matrix
- Provides tools for managing tickets including automated notifications, reminders, escalations, dashboards, ticket templates and summary views
- Supports the Change Management Process
Tracker Data Warehouse is a web based business intelligence reporting engine.
- On Demand Reports of Audit Status & Compliance
- Report on Time & Expense by Audit and Agency
- Work in Progress Reports
- Graphical Business Intelligence Designer, with Bubble & Pie Charts, Bar Graphs and allows Data to be Filtered, Pivoted and Exported to Excel
- Streamlines Data Mining by gathering information from Tracker Suite Databases and Legacy Sources
- Includes a Comprehensive Report Writer allowing users to easily create, save and schedule new reports