AuditFile

AuditFile is cloud-based audit, review and compilation software used by CPA firms and government auditors around the world. This connector gives Claude read-only access to the AuditFile data you can already see, so you can ask questions about your engagements without leaving Claude.

What Claude can read: who you are connected as, your clients, engagements and firm staff; engagement details, materiality and progress; the full section and procedure tree with sign-off state; trial balance summaries, accounts, adjustments, analytical reviews and findings; workpaper metadata and download links for supported file types; procedure notes with their review threads; and saved Report Studio reports for firm administrators.

How it works: you sign in with your normal AuditFile account (MFA, single sign-on and firm IP rules apply) and approve read-only access on an AuditFile consent screen. Every request runs as you, within your engagement permissions, and is logged like any other AuditFile API call. Access tokens are short-lived and renewed automatically; disconnect from Claude or revoke the connection in AuditFile at any time.

Creating, changing or signing off audit work stays in AuditFile, where your firm's review and approval controls apply.