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GA Global AI Team AI Audit
⬢ Stackbirds AI agent · running live

One AI agent.
The whole audit.

The agent runs the entire engagement end to end — then hands a finished, signed-off file to a human. The full run is playing on the right; meet the firm and the complete report below.

AI Audit Agentpowered by Stackbirds · stackbirds.xyz
Booting the audit agent…
↓ Meet the firm & see the full report
🔒 app.stackbirds.xyz · audit desk playing
Heritage Assurance · audit running
🗂️Pull trial balanceZoho · QuickBooks · Tally
🏦Reconcile bank ⇆ booksauto-matched, exceptions flagged
⚠️Flag discrepanciesduplicates · VAT · unmatched
📊Build the P&LFY 2025
⚖️Balance sheetit balances
📝Audit opinionISA · unqualified
🥾Manager sign-offhuman approves
📧Email the clientreport attached
🧾Send the invoicepayment link
🔔Chase payment+7 · +14 · +30 days
Booting…
Global AI Team · AI Audit Desk

A 50-year-old audit firm, run by AI.

HA
Heritage Assurance — illustrativeReal 50-year-old GCC audit firm · name masked for confidentiality

Watch a full statutory audit run itself. The AI pulls the trial balance from Zoho Books / QuickBooks / Tally, reconciles bank against books, surfaces every discrepancy, builds the P&L and balance sheet, and drafts a board-ready audit opinion — then the audit manager reviews and signs off, the client is emailed the report, the invoice is sent and payment reminders chase it until it's paid.

⚡ Powered by Stackbirds · stackbirds.xyz — record the workflow once, it runs every engagement.

10
Steps automated
3
ERPs supported
<1d
TB → opinion
1
Human sign-off
Heritage Assurance · audit live
📒
Trial balance pulledZoho · QuickBooks · Tally
Bank ⇄ books reconciledAuto-matched, exceptions flagged
⚠️
Discrepancies surfacedDuplicates · VAT · unmatched
✍️
Opinion drafted & signedAudit manager approves
The whole audit, narrated

Watch the whole audit run itself.

An auto-playing, looping walkthrough — a voice bot narrates every scene with captions, from the ERP trial balance to the signed opinion, the client email, the invoice and the payment chase.

audit.globalaiteam.ai / heritage-assurance auto-play · looping · voiced + captions
Loading the narrated walkthrough… captions on, audio optional.
A narrated tour of a full AI-run audit — trial balance to signed opinion.
auto-plays & loops · soft female & male voiceover · the actual screens
Lesson 01 · The flow
A whole audit, in plain English

How the AI audit desk works.

No jargon — here's the mind-tree a non-accountant can follow. The same ten steps the live simulation runs through below, for a 50-year-old GCC audit house (name masked).

🔍
AI Audit Desktrial balance → opinion
  • Pull
    Pull from the ERPConnect to Zoho Books / QuickBooks / Tally and pull the trial balance & ledgers.
  • Reconcile
    Bank ⇄ booksMatch bank statement lines to the books, auto-match, flag what's unreconciled.
  • Exceptions
    Surface discrepanciesDuplicates, missing invoices, VAT mismatches, unmatched items — with severity.
  • P&L
    Profit & LossA formatted income statement, built from the audited numbers.
  • Balance
    Balance SheetAssets = liabilities + equity. It balances to the dirham.
  • Opinion
    Final audit reportA board-ready audit opinion with key findings and basis.
  • Approve
    Audit manager signs offAI prepares, the human reviews & approves. Ask before acting.
  • Deliver
    Email the clientAn auto-drafted note tells the client the audit is ready — report attached.
  • Bill
    Send the invoiceThe firm's engagement invoice goes out with a payment request & link.
  • Chase
    Reminder triggersAutomated follow-ups at +7 / +14 / +30 days until the invoice is paid.
The full workflow — A to Z
Connected, automated, and gated by one human sign-off. Each node hands its output to the next.
📒AERP pull
BReconcile
⚠️CDiscrepancies
📊DP&L
📐EBalance sheet
✍️FOpinion
👤GManager sign-off
📧HClient email
💳IInvoice
ZReminders
Lesson 02b · Watch each step
Ten processes · ten looping clips

Every step, as a short auto-playing clip.

No videos to load — each of the ten audit steps plays as a looping, animated demo right in its own app window. They run automatically and repeat.

books.zoho.com / trial-balance playing
01 · ERP pull Trial balance streams in from Zoho / QuickBooks / Tally — debits and credits agree.
audit / bank-vs-books playing
INV-3041 · Marina Retail288,000
Gulf Print Co142,500
Payroll batch (WPS)410,000
INV-3052 · no bank line96,000
02 · Reconcile Bank lines auto-match to the books; one unmatched invoice is flagged for review.
audit / discrepancies playing
03 · Discrepancies Each finding flags in with a severity — high, medium, low.
audit / profit-and-loss playing
Net profit · FY2025
AED 0
04 · P&L The numbers tot up — revenue, costs, and net profit build live.
audit / balance-sheet playing
2.72m
Assets
=
2.72m
Liab + Equity
✓ Balances to the dirham
05 · Balance sheet Assets settle exactly against liabilities plus equity.
audit / final-opinion playing
Independent Auditor's Report
UNQUALIFIED
06 · Opinion The auditor's report drafts itself, line by line, to an unqualified opinion.
audit / manager-review playing
Working papers reviewed
Findings & wording checked
Rana Malik
✓ Approved & signed
07 · Sign-off The audit manager reviews, then signs — nothing ships without it.
mail / client-delivery playing
To: finance@marina-retail.example
✉️
✓ Email sent · report attached
08 · Client email A warm note composes and sends, the signed report attached.
billing / engagement-invoice playing
HA-INV-2026-0214Net 14
AED 53,550
💳 Pay now
09 · Invoice The engagement invoice issues with a live payment link.
billing / payment-reminders playing
🔔 Reminder +7 days09 Jun
🔔 Reminder +14 days16 Jun
🔔 Reminder +30 days02 Jul · escalate
10 · Reminders +7 / +14 / +30-day chips fire in turn — then stop the moment it's paid.
Lesson 02 · See it work
The live audit simulation

Screen by screen, trial balance to opinion.

Press play. Noor narrates each screen — the ERP trial balance, the bank reconciliation, every discrepancy, the P&L and balance sheet, the signed opinion, then the client email, the invoice and the reminders.

🔒 audit.globalaiteam.ai / heritage-assurance
Z
Pull the trial balance — client ERPZoho Books · QuickBooks · Tally
Connected
Zoho
Books
Ledger
MCP
Quick
Books
Ledger
API
Tally
Prime
XML
Import
AI
Audit
Trial bal.
AccountDebit (AED)Credit (AED)
1000 · Cash & bank1,486,200
1100 · Accounts receivable842,000
1500 · Equipment (net)395,000
2000 · Accounts payable512,400
2200 · VAT payable96,250
3000 · Share capital500,000
3100 · Retained earnings1,164,550
4000 · Revenue6,420,000
5000 · Cost of sales3,180,000
6000 · Operating expenses2,394,000
Trial balance — totals8,693,2008,693,200
Bank ⇄ books reconciliationStatement lines matched to ledger
Matching…
Book entryBank lineAEDMatch
INV-3041 · Marina RetailNBD credit · 04 Apr288,000
Supplier · Gulf Print CoNBD debit · 09 Apr142,500
Payroll batch (WPS)NBD debit · 25 Apr410,000
INV-3052 · Desert Logisticsno bank line found96,000Unmatched ⚠
not in booksNBD debit · bank charge 30 Apr1,150AI flagged
1,284 lines reconciledbooks ⇄ bank3 unreconciled
⚠️
Discrepancies & exceptionsEverything the audit found
7 findings
🔁
Duplicate journal entryJE-1187 & JE-1192 — same supplier invoice posted twice (Gulf Print Co).
AED 142,500High
🧾
Missing sales invoiceRevenue recognised for Desert Logistics but no tax invoice on file.
AED 96,000High
%
VAT rate mismatchOutput VAT charged at 0% on 6 standard-rated invoices — should be 5%.
AED 11,400Medium
Unreconciled bank items3 statement lines (bank charges, FX adj.) not posted to the ledger.
AED 3,820Medium
📅
Cut-off errorTwo May invoices booked into April — period cut-off needs adjustment.
AED 54,000Medium
🗂️
Mis-classificationCapital asset (laptop fleet) expensed instead of capitalised.
AED 18,200Low
🔢
Rounding varianceSub-ledger to GL rounding difference within tolerance.
AED 42Low
AI
Profit & Loss · FY 2025Built from the audited ledger
Ready
📐
Balance Sheet · 31 Dec 2025Assets = liabilities + equity
Balanced
AssetsAED
Cash & bank1,486,200
Accounts receivable842,000
Equipment (net)395,000
Total assets2,723,200
Liabilities
Accounts payable512,400
VAT & tax payable96,250
End-of-service provision186,000
Total liabilities794,650
Equity
Share capital500,000
Retained earnings1,428,550
Total liabilities & equity2,723,200
✍️
Final audit report · opinionDrafted by the AI · board-ready
Draft
HA
Independent Auditor's ReportHeritage Assurance (illustrative) · FY ended 31 Dec 2025
Unqualified

Opinion

In our opinion, the financial statements present fairly, in all material respects, the financial position of the company as at 31 December 2025, and its financial performance for the year then ended, in accordance with IFRS.

Key audit findings (resolved before sign-off)

Duplicate posting (AED 142,500) reversed; payables corrected.
Missing tax invoice obtained for Desert Logistics (AED 96,000).
VAT under-charge of AED 11,400 corrected and re-filed.
Bank items reconciled; cut-off adjustment posted.
👤
Audit manager reviewHuman-in-the-loop · ask before acting
Awaiting sign-off
AI
AI prepared the working papersTrial balance, reconciliation, discrepancy log, P&L, balance sheet & draft opinion.
Done
RM
Rana Malik · Audit Manager reviewsChecks the high-severity findings, sampling, and the draft opinion wording.
Reviewing
Approve & sign the opinionNothing is sent to the client until the manager approves.
Pending
The AI asks before actingIssue the report, email the client and raise the invoice — only on the manager's approval.
Request changes✓ Approve & sign
M
Email the client — audit readyAuto-drafted · report attached
Sent
HA
Heritage Assurance — Audit Teamaudit@heritage-assurance.example
To: finance@marina-retail.example   ·   Subject: Your FY2025 audit is complete — report attached

Dear Ms Haddad,

We're pleased to share that your statutory audit for the financial year ended 31 December 2025 is complete. We have issued an unqualified opinion. A small number of items were identified and corrected with your team before sign-off.

The signed Independent Auditor's Report, together with the audited financial statements, is attached.

PDF FY2025-Audit-Report-Signed.pdf · 1.2 MB

Our engagement invoice will follow separately. Thank you for trusting Heritage Assurance.

Warm regards,
Rana Malik · Audit Manager

📤 Sent to clientDrafted by AI · sent on manager approval
$
Send the engagement invoiceWith payment request & link
Issued
HA
Heritage Assurance (illustrative)Statutory audit · engagement fee
Invoice
HA-INV-2026-0214
Bill to
Marina Retail LLC
Issued
02 Jun 2026
Due
16 Jun 2026 · Net 14
DescriptionAED
FY2025 statutory audit — engagement fee45,000
VAT advisory & re-filing support6,000
VAT (5%)2,550
Total due53,550
💳 Pay now⬇ Download PDFpay.heritage-assurance.example/HA-INV-2026-0214
Payment reminder triggersAuto follow-ups until paid
Chasing
📧 Invoice sent
HA-INV-2026-0214 · 02 Jun · day 0
AED 53,550Delivered
🔔 Reminder · +7 days
Polite nudge · payment link re-sent
09 JunScheduled
🔔 Reminder · +14 days
Due date · "invoice now due"
16 JunDue day
🔔 Reminder · +30 days
Overdue · manager CC'd
02 JulEscalate
✅ Stops on payment
Reminders cancel the moment it's paid
AutoSmart
🧾 Receipt sent
Thank-you + receipt on settlement
On payAuto
Noor
Global AI Team audit guide
Press play and I'll run a full audit — from the ERP trial balance to a signed opinion, the client email, the invoice and the payment chase.
Lesson 03 · The deliverable
One powerful, end-to-end audit report

All in one board-ready report.

The full audit for Marina Retail LLC, the client of our illustrative 50-year-old GCC audit house — trial balance, reconciliation, discrepancies, P&L, balance sheet and opinion, in one dashboard. The download buttons are real: try them.

The full audit · start to end
What's happening, in one line: the AI pulls the trial balance from the client's ERP, reconciles bank against books, surfaces every discrepancy, builds the P&L and balance sheet, drafts the audit opinion — the audit manager reviews & signs — then the client is emailed, the invoice is sent, and reminders chase payment until it's settled. Click any step to jump into it.
Audited revenue
0
FY2025 · verified
Net profit
0
▲ 13.2% margin
Discrepancies found
0
all resolved pre-sign
Audit opinion
Unqualified
manager-signed

Revenue vs expenses — last 6 years (AED m)

RevenueExpenses

Discrepancies by severity

Expenses as a % of revenue

Profit & Loss statement — FY2025 (audited)

Formatted & ready to share — generated in your browser.

Balance sheet · 31 Dec 2025

AssetsAED
Cash & bank1,486,200
Accounts receivable842,000
Equipment (net)395,000
Total assets2,723,200
Liabilities
Accounts payable512,400
VAT & tax payable96,250
End-of-service provision186,000
Total liabilities794,650
Equity
Share capital500,000
Retained earnings1,428,550
Total liabilities & equity2,723,200

Discrepancy register

FindingAEDSeverity
Duplicate journal entry142,500High
Missing sales invoice96,000High
VAT rate mismatch11,400Medium
Cut-off error54,000Medium
Unreconciled bank items3,820Medium
Mis-classification18,200Low
Rounding variance42Low
7 findings · all resolved325,962pre-sign

Final audit report — Independent Auditor's Opinion

HA
Independent Auditor's ReportTo the shareholders of Marina Retail LLC · FY ended 31 Dec 2025
Unqualified opinion

Opinion

We have audited the financial statements of Marina Retail LLC, which comprise the balance sheet as at 31 December 2025, the statement of profit and loss for the year then ended, and notes. In our opinion, the financial statements present fairly, in all material respects, the financial position of the company and its financial performance in accordance with International Financial Reporting Standards (IFRS).

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (ISA). We are independent of the company and have fulfilled our ethical responsibilities. The audit evidence obtained is sufficient and appropriate to provide a basis for our opinion.

Key audit matters & findings (resolved before sign-off)

A duplicate supplier posting of AED 142,500 was identified and reversed; accounts payable restated.
A missing tax invoice (AED 96,000) was obtained and matched to recognised revenue.
Output VAT under-charged by AED 11,400 on six invoices was corrected and re-filed with the FTA.
Bank reconciliation completed; period cut-off adjustment of AED 54,000 posted.
Rana Malik
Rana MalikAudit Manager · Heritage Assurance (illustrative)
F. Karim
Fadi KarimEngagement Partner
SIGNED · 02 JUN 2026
The signed Independent Auditor's Report — generated in your browser.
Lesson 04 · Human-in-the-loop
The audit manager's role

The AI prepares. The human signs.

This is the non-negotiable part of an audit. The AI does the heavy lifting — but it always asks before acting. The audit manager reviews the working papers, the discrepancies and the draft opinion, and only then approves the report, the client email and the invoice.

🤖
AI · prepares

Working papers, drafted

Trial balance pulled, bank reconciled, discrepancies logged, statements built and a draft opinion written — all assembled for review.

👤
Manager · reviews

Human judgement

The audit manager checks high-severity findings, sampling and the opinion wording. They can request changes before anything is signed.

Gate · ask first

Approval required

No report is issued, no client emailed, no invoice raised until the manager approves. The AI never acts on its own authority.

✍️
Sign · authorise

The opinion is signed

The manager and engagement partner sign. The signature carries the professional responsibility — exactly as it should.

📋
Audit trail

Everything logged

Who reviewed what, what changed, and when it was approved — a full, defensible audit trail for quality control.

🚀
Then · acts

Deliver on approval

Only after sign-off does the workflow email the client, send the invoice and start the reminder schedule.

The workflow, end to end

The mind-tree, in one line

🔍
Audit, doneper engagement · human-signed
  • 1
    Connect the booksPull the trial balance from Zoho / QuickBooks / Tally. That's the only setup step.
  • 2
    AI runs the auditReconcile → find discrepancies → build P&L & balance sheet → draft the opinion.
  • 3
    Sign & deliverManager signs, client is emailed, invoice is sent, reminders chase payment.
Lesson 05 · Get paid
Client email · invoice · reminders

Deliver, bill, and get paid.

The moment the manager signs, the workflow notifies the client, sends the firm's invoice with a payment link, and chases it with automated reminders at +7, +14 and +30 days — stopping the instant it's paid.

📧 Client delivery email Auto-sent on sign-off

HA
Heritage Assurance — Audit Teamaudit@heritage-assurance.example
To: finance@marina-retail.example · Subject: Your FY2025 audit is complete — report attached

Dear Ms Haddad, your statutory audit for FY ended 31 December 2025 is complete. We have issued an unqualified opinion. The signed report and audited statements are attached.

PDF FY2025-Audit-Report-Signed.pdf · 1.2 MB

Warm regards,
Rana Malik · Audit Manager

📤 Email sentDrafted by AI · approved by the manager

💳 Engagement invoice Payment link

HA
Heritage Assurance (illustrative)Statutory audit · engagement fee
Invoice
HA-INV-2026-0214
Bill to
Marina Retail LLC
Issued
02 Jun 2026
Due
16 Jun · Net 14
DescriptionAED
FY2025 statutory audit fee45,000
VAT advisory & re-filing6,000
VAT (5%)2,550
Total due53,550
💳 Pay nowpay.heritage-assurance.example/HA-INV-2026-0214

⏰ Reminder triggers — the AI chases payment until it's settled

📧 Invoice issued · day 0
HA-INV-2026-0214 · 02 Jun · delivered to client
AED 53,550Sent
🔔 Reminder · +7 days
09 Jun · friendly nudge, payment link re-sent
Trigger 1Scheduled
🔔 Reminder · +14 days
16 Jun · "your invoice is now due"
Trigger 2Due day
🔔 Reminder · +30 days
02 Jul · overdue notice, audit manager CC'd
Trigger 3Escalate
✅ Auto-stop on payment
Reminders cancel the moment the invoice clears
SmartNo spam
🧾 Receipt & thank-you
On settlement · receipt emailed automatically
On payAuto

🔁 The reminder ladder, in plain English

0
Day 0 — invoice + report deliveredClient receives the audited statements and the engagement invoice together.
Sent
7
+7 days — gentle reminderA warm follow-up with the payment link, only if still unpaid.
Auto
14
+14 days — due-date noticeClear "now due" message; offer a call if there's a query.
Auto
30
+30 days — escalationOverdue notice with the audit manager copied in for a personal touch.
Manager
Lesson 06 · Under the hood
The full technology stack

What makes it this easy.

Every piece is off-the-shelf and connected with plain-English instructions — no custom software, no developers on retainer. A 50-year-old audit house keeps its judgement; the AI does the legwork.

✳️
Brain

Claude · Anthropic

Reads the ledgers, reconciles, finds discrepancies, drafts the opinion and the client email — "ask before acting" keeps the manager in control.

🔗
Connectors

MCP · Zoho · QuickBooks · Tally

Official connectors pull the trial balance, ledgers and bank feed from whichever ERP the client runs.

Reconcile

Bank-matching engine

Statement lines matched to the books automatically; timing differences and unmatched items flagged for review.

⚠️
Detect

Discrepancy & anomaly checks

Duplicates, missing invoices, VAT mismatches and cut-off errors surfaced with a severity score.

📊
Reporting

P&L · balance sheet · opinion

Formatted statements and a board-ready audit report, exported to HTML, PDF and Excel — all in the browser.

⚙️
Engine

Stackbirds workflow

Built on Stackbirds (stackbirds.xyz) — records the audit process once, then runs each engagement, routes the manager sign-off, emails, invoices and chases payment.

Global AI Team · AI Audit

Run a 50-year-old audit firm on AI.

From the client's trial balance to a signed audit opinion — reconciled, checked, delivered, invoiced and chased — with your audit manager in control of every sign-off. Real 50-year-old GCC audit firm; name masked for confidentiality.

Real 50-year-old GCC audit firm — name masked for confidentiality. "Heritage Assurance" and "HA" are illustrative placeholders.