Ask Alfred
Audit Preparation · Finance

Q3 Audit Preparation

Annual financial audit readiness

AT RISKProject
79%
Ready
Result
AT RISK

Trust account reconciliations outstanding for 4 properties.

2/5 requirements complete · started 4 weeks ago · owner Marcus Reyes
Alfred's analysis

Document collection is 84% complete. Four properties have unreconciled trust accounts, all managed by the West Region — the same region running the Yardi implementation. Alfred correlates the two: reconciliation delays began the week configuration started. Recommend staging reconciliation before cutover rather than after.

Alfred recommends; humans approve. No legal advice is provided.

Requirements

Configured by your organization — these drive the readiness score.

  • Prior-year workpapers assembledComplete
    Owner · Finance
    workpapers-2025.zip
  • Trust account reconciliationsPending
    Owner · Finance
    4 of 31 properties outstanding
  • Vendor 1099 fileComplete
    Owner · Finance
  • Policy attestationsPending
    Owner · People Ops
    88% completion
  • Auditor access provisionedScheduled
    Owner · IT · Jul 08

Audit timeline

Every action, every actor, permanently recorded.

  1. Audit preparation workflow launched
    4 weeks ago · Marcus Reyes
  2. Document request list distributed
    3 weeks ago · Alfred
  3. Workpapers assembled
    2 weeks ago · Finance
  4. Correlation flagged with Yardi implementation timeline
    Today · Alfred

Approvals

  • Marcus Reyes
    Finance Director
    Approved Jun 22
  • Elena Marsh
    COO
    Waiting

Risk indicators

  • West Region reconciliations behind
  • Attestation completion below 90% target

Documents & evidence

  • No documents attached.

Dependencies

Yardi Implementation — West Region
AT RISK · 66%

Readiness is computed from the requirements your organization configured for the "Audit Preparation" workflow. Change the workflow and the score changes with it.