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What our clients say
“Chasing clients used to eat weeks. heily sends the requests, follows up and checks what comes back, so the work doesn't stall while we wait.”
Hours saved on evidence chasing per audit
22 hours


Assigns purchases testing to heily

Pulls every purchase invoice from Xero

Files the workpaper in your engagement
P2 Purchases test of detail.xlsxNorthgate FY26 › PurchasesPlanning
Sources
Prior-year file, trial balance, Companies House
heily does
—
On you
Risk assessment, the materiality judgement, the audit strategy
Field work
Sources
Your request list and audit plan, client uploads and email, the client's books read-only, your firm's template
heily does
Requests and chases the client's evidence on your timetable, files what comes back, tests the sample for occurrence, accuracy and cut-off, and builds the workpapers with every tick linked to its source.
On you
What counts as sufficient evidence, whether an exception matters, and what to extend
Conclusions and review
Sources
The finished workpapers, the trial balance
heily does
—
On you
Reviewing the file, going concern, estimates, the opinion
Time comparison
Traditional way
0hrs
With heily
0hrs
Average time saved
0%
Why heily
Works inside your software
Added as a user in Inflo, Caseware or CCH. Nothing to migrate.
Tests the samples
Pulls the invoices and statements, tests every item, flags the exceptions.
Prepares the workpapers
Writes up the results ready for review, every conclusion traced to its source.
inflo+Add user
Xero
QuickBooks
Sage
FreeAgent
Microsoft Teams
ExcelClient data is never used to train or tune AI models, and nothing one firm shares is ever learned from by another.
Every result links back to its source document, and nothing goes on file until your reviewer has approved it.
Access set by role, encryption in transit and at rest, export whenever you need it, and deletion on clear terms. The data stays yours throughout.
heily is a context-aware AI employee that automates the work of junior auditors. It works inside the software your firm already uses, picks up assignments, carries out the audit procedures and produces results that are ready for senior review.