We built a generative AI platform for audit teams that searches contracts, ledgers and policies with strict access controls and extracts risk clauses with traceable source links.
Industry: Professional & Business ServicesService: AI & Automation
Overview
Client
Deloitte
Global audit and consulting firm
Engagement snapshot
The challenge
During corporate audits, analysts read through thousands of unstructured contracts, invoices and lease agreements to find compliance-critical clauses.
This work took weeks, and every finding had to be traceable to its exact source document for the audit file.
Analysts spent weeks parsing unstructured documents.
Client documents needed tight access controls.
Every finding had to link back to its source.
The solution
Contracts, financial ledgers and compliance policies are brought into one secure, access-controlled store.
A RAG layer lets auditors query large datasets in everyday language.
A fine-tuned LLM extracts compliance-critical clauses and discrepancies into audit summaries with source links.
Key features
A permission-aware RAG layer answers questions only from documents each auditor may see.
Business impact
Client data stays protected
A fine-tuned LLM extracts risk clauses and financial discrepancies from contracts and invoices.
Business impact
Analysis in hours, not weeks
Automated summaries highlight risk exposure with a traceable link to every source.
Business impact
Every finding traceable
Before and after
Before
Weeks of reading
Analysts parsed every document by hand.
After
Hours
AI extracts the clauses auditors need.
Before
Manual searching
Teams searched files one by one.
After
Plain-language questions
Auditors ask and get sourced answers.
Before
Hand-built references
Sources were tracked manually.
After
Automatic source links
Every extracted clause links to its document.
Results
Hours, Not Weeks
Clause extraction that took analysts weeks now takes hours.
Before: Manual ReadingAfter: AI Extraction
Source Link for Every Clause
Each extracted clause comes with a traceable source link.
Before: Manual ReferencesAfter: Automatic Links
More Time on Risk Assessment
Analysts spend their time on strategic risk assessment.
Before: Document ParsingAfter: Strategic Review
Testimonial
“Parsing unstructured contracts during corporate audits used to take our analysts weeks. The AI tool extracts the exact compliance clauses we need in hours, complete with traceable source links, allowing us to focus on strategic risk assessment.”
George FacklerChief Operating Officer for Audit & Assurance, DeloitteKey results
Trust and control
Auditors only see documents they are permitted to access.
PERMISSION-AWAREEvery answer links back to the original document.
TRACEABLEAuditors check every extracted finding before it is used.
HUMAN IN CONTROLEach client's documents stay separate.
ISOLATEDFaster delivery
Building on tested components let the team focus on audit-specific clauses and review workflows.
Tested parsers handled contracts, ledgers and policies in many formats.
Reusable permission checks keep each engagement's data separate.
A tested library of extraction patterns was tuned to audit needs.
Every answer and clause links back to its original page.
We built a generative AI enterprise search and document analysis platform for audit and assurance. Using retrieval-augmented generation with strict access controls, it ingests contracts, financial ledgers and compliance policies, answers plain-language questions and extracts risk clauses and financial discrepancies with traceable source links.
Parsing unstructured contracts during corporate audits used to take analysts weeks. The platform extracts the exact compliance clauses they need in hours, complete with traceable source links, so the team spends less time reading documents and more time on strategic risk assessment for each client.
The retrieval layer applies strict access controls, so each auditor only gets answers from documents they are permitted to see, and each client engagement stays separate. Every extracted clause links back to its source document, and auditors review the findings before they are used in audit work.
If your teams spend weeks reading contracts, we can build generative AI that extracts what matters, with sources.