Before · Without Lunari
A point tool, in isolation.
Evidence lives in an email thread, a shared drive, and a spreadsheet someone owns. When the auditor asks, three people stop their day to assemble the trail.
← Suite · Audit, Risk & Compliance
Audit & PBC management.
PBC lists that don't end in a Friday-night Slack panic.
External auditors get a clean, scoped portal. Your team sees the same list, owners and due dates inside the platform — with evidence pulled directly from where it lives.
It belongs to Audit, Risk & Compliance, but the evidence it produces is visible everywhere — same record at close, in fieldwork, and on the board deck.
One ledger · One evidence trail
Chapter I · The shift
What changes when Audit & PBC management runs on one ledger.
After · With Lunari
A by-product of the work.
Audit & PBC management runs against the same ledger, the same period, and the same identity layer. The evidence is produced automatically — already attached, already signed, already queryable.
Chapter II · What you can do
Features, named plainly.
06 concrete things this capability does — no marketing verbs.
- 01Auditor portal with scoped access
- 02PBC list with owners, due dates and dependencies
- 03Evidence pulled directly from source transactions
- 04Question and clarification thread per item
- 05Year-on-year template re-use
- 06Sign-off and lock on completion
Chapter III · How it works
Three steps, end to end.
I
Step · 01
Scope
PBC list built from the audit plan, evidence linked to source.
II
Step · 02
Collaborate
Auditors and your team work the same list, no email.
III
Step · 03
Sign-off
Items locked on sign-off; the file is the system.
Chapter IV · Pairs naturally with
Adopt these together — they strengthen each other.
Chapter V · Frequent questions
What teams ask before they switch.
Ready when you are
Try Audit & PBC management on your data.
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