Lunariโ€บAssuranceโ€บAudit Management
Assurance layer

Audit Management.
Day four. Package ready.

PBC request tracking, document management with version control, and full audit workflow visibility. Your auditors get what they need on day four โ€” not after two weeks of email back-and-forth.

Built on top of Lunari Close
Auditor portal included
Version-controlled documents
Request a demo โ†’Next: Compliance โ†’
Day 4Audit package ready
40โ€“60%Shorter audit cycles
100%PBC items tracked
ZeroEmail chains needed

PBC Request Management

The Provided-by-Client list is the audit's central document request. Lunari turns it from a chaotic email thread into a structured, tracked, version-controlled workflow โ€” visible to both your team and the auditors.

๐Ÿ“‹
Structured PBC tracker
Every auditor request is itemised with a clear description, owner, due date, and status. No more requests getting lost in email.
Document upload and version control
Team members upload responses directly to each PBC item. Previous versions are retained. Auditors always see the latest.
Auditor portal access
Auditors log in to their own secure portal to view PBC status, download documents, and flag additional requests.
Status tracking and escalation
Outstanding items escalate automatically as the audit deadline approaches. Controller sees a live completion percentage.
PBC list โ€” Year-end audit 2025
82% complete
โœ“
Bank statements โ€” all accounts, Dec 31
Sarah K. ยท Dec 4
โœ“
Trial balance โ€” final, signed by Controller
Michael R. ยท Dec 4
โœ“
Accounts receivable aging schedule
Sarah K. ยท Dec 3
โณ
Fixed asset register with additions/disposals
James T. ยท Due Dec 5
โ—‹
Board minutes โ€” Q3 and Q4
Unassigned
โ—‹
Loan agreements โ€” all outstanding facilities
Unassigned

Auto-generated Audit Package

When the close completes on day four, Lunari automatically compiles all close documentation into a structured audit package. Reconciliations, schedules, JEs, board approvals โ€” packaged and indexed.

๐Ÿ“ฆ
Package auto-generation
On close completion, Lunari compiles reconciliations, signed-off schedules, JE approvals, and PBC responses into one package.
Indexed and navigable
Every document is indexed and cross-referenced. Auditors navigate from trial balance to supporting schedule in seconds.
Year-over-year archive
Every audit package is archived permanently. Prior year comparatives are one click away โ€” for both your team and auditors.
Audit sign-off tracking
Track auditor queries through to resolution. Each query is linked to the relevant document and responded to inside Lunari.
"

Audit prep used to take two weeks of all-hands effort. Now the package is there on day four and we hand it straight to our auditors. The audit itself finished three weeks earlier this year.

AK
Amina K.
Finance Director, multi-entity group
Customer Stories

Finance teams that closed
faster than they thought possible.

โ˜…โ˜…โ˜…โ˜…โ˜…
"We went from a 13-day close to a 4-day close in our first full month with Lunari. Our VC now gets board packs on day 5. The auditor comment we got last year about reconciliation documentation is gone."
JC
Jennifer Chen
Controller โ€” NorthStar Fintech, Series B
โ˜…โ˜…โ˜…โ˜…โ˜…
"We're a two-person finance team managing 4 entities across Europe and North America. Lunari made that feel manageable for the first time. The multi-currency consolidation alone saved us 3 days every close."
KA
Khalid Al-Rashid
VP Finance โ€” Coralline Group
โ˜…โ˜…โ˜…โ˜…โ˜…
"Our first KPMG audit after implementing Lunari was night and day. We handed them a complete PBC list on day 1 of fieldwork. They told us it was the most organised package from a Series A company they'd seen."
SR
Sana Rousseau
CFO โ€” Brightfield AI, Series A
Resources

Everything you need to
modernise your close.

๐Ÿค–
AI in Lunari
How machine learning matches 99.4% of transactions on first pass
Guide ยท 8 min read
๐Ÿ”’
Security
SOC 2 Type II, data residency, and how we protect your financial data
Security Brief ยท 5 min read
๐Ÿ”Œ
Integrations
Connect Lunari to your ERP in under 30 minutes โ€” no IT required
Setup Guide ยท 12 min read
๐ŸŽ“
Lunari Academy
CPD-accredited close automation course for finance professionals
Course ยท 2.5 hours ยท Free
๐Ÿ“–
Documentation
API reference & setup guides
๐Ÿ“ฐ
Blog & Guides
IFRS tips, CFO insights
๐Ÿ’ฌ
Community
Connect with controllers worldwide
Compliance & Security
๐Ÿ›ก๏ธ SOC 2 Type II
๐Ÿ” AES-256 Encryption
๐Ÿ‡ช๐Ÿ‡บ GDPR Compliant
๐Ÿ‡ฌ๐Ÿ‡ง IFRS Ready
๐ŸŒ POPIA Compliant
๐Ÿฆ IFRS & GAAP
Get Started

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