🔍 AuditPro Trial Balance
API Key
Trial Balance
Upload a file to begin
📋

Import an Excel or CSV file to load your trial balance. Columns should include: Account No, Account Name, Debit, Credit (or Balance), and optionally Prior Year.

Leadsheets
Account balances grouped by audit area — linked to trial balance
📂

Import a trial balance first. Accounts will be grouped into standard audit leadsheet categories automatically.

Adjusting Journal Entries
Post audit adjustments — reflected in Adjusted Balance column
✏️

No adjusting journal entries posted yet. Add an entry above to post audit adjustments.

Comparative Trial Balance
Current year vs prior year — movements flagged automatically
Alert >50% Watch >20% OK
📊

Import a trial balance with a Prior Year column to enable comparative analysis.

AI Classification
One-click AI classification of all accounts into leadsheet categories
How It Works

The AI classifier reads your account names and numbers, then automatically assigns each account to the correct:

  • Classification — Current Assets, Non-Current Assets, Current Liabilities, Non-Current Liabilities, Equity, Revenue, Expense
  • Leadsheet — Cash & Equivalents, Receivables, Inventory, Fixed Assets, Payables, Long-term Debt, etc.
  • Normal Balance — Debit or Credit (for sign-checking)
  • Risk Level — Low / Medium / High based on account nature

After classification, the Leadsheets tab and Trial Balance groupings update automatically.