heily, the AI junior auditor

Book a demoIdeal forInternal audit teams

Built by professionals from

EYJ.P. Morgan

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

Shenward

heily does everything a junior auditor does

ARAnna ReidAudit senior

Assigns purchases testing to heily

Pulls every purchase invoice from Xero

INV-20417 · Baxter4,218.60
INV-5531 · Linden12,940.00
4,812 invoices£11,386,420.17
Agrees to the trial balance£0.00

Files the workpaper in your engagement

P2 Purchases test of detail.xlsxNorthgate FY26 › Purchases

heily and the audit lifecycle

Planning

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

heily scales audit without adding headcount

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.

Just add heily
as a user to your audit software

inflo+Add user
User nameRoleAccess
heilyAudit juniorPreparer
Also works withXeroQuickBooksSageFreeAgentMicrosoft TeamsExcel

Your client’s data stays your client’s data

No training on your data

Client data is never used to train or tune AI models, and nothing one firm shares is ever learned from by another.

Nothing filed without you

Every result links back to its source document, and nothing goes on file until your reviewer has approved it.

In your control, end to end

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.

FAQs

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.