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B12Z · Innovation is a partnership, not a service.

AI in auditFrom chat-based use to AI-native operations

How firms move from individual AI use to integrated solutions built into the audit process.

Foundations

What is AI, really?

At its core, AI is a model plus compute.

01

Model providers

They supply the underlying AI models and infrastructure.

OpenAIAnthropicGoogleMicrosoft

The interface is not the model:

  • ChatGPT = user interface + OpenAI models
  • Claude = user interface + Anthropic models
  • Copilot = a Microsoft interface that can use several models

02

Models are also available via API

The same AI capacity can be wired directly into other systems.

Model
API
Application / workflow

03

AI apps / “wrappers” are built on top

They wrap the model in a ready-made application for one specific problem.

Model
Custom logic
SaaS / platform

04

The same can be built into your own processes

Model
Your data
Your workflow
Your systems
Your interface

Data protection and compliance

For business / enterprise use, providers give contractual and technical data-protection guarantees; under these plans, business data is not used to train their general models.

Data handling and infrastructure can then be tailored to your needs:

CloudOn-premisesPrivateHybrid

The same AI capacity can be used in a chat interface, in a ready-made AI app, or fully integrated into a custom process.

Maturity levels

Levels of AI adoption

AI can be used at several levels: from simple chat to operations integrated across the whole workflow.

Level 1

Chat-based use

ChatGPT / Claude chat
  • Simple questions and answers
  • Summaries, drafting, analysis
  • Individual use

Level 2

Internal, controlled AI environment

Claude workspace / shared AI environment
  • Shared workspace
  • Uses internal knowledge and files
  • Skills, shared instructions and organizational context
  • More controlled data handling

Level 3

Custom workflows and agentic solutions

IDE / workflow / agent build environment
  • AI built directly into the workflow
  • Systems and data sources connected
  • Automated and semi-automated steps
  • Custom build and operator interface

Chat → shared AI environment → integrated AI operations

Comparison

AI-assisted platforms vs. AI-native operations

Specialized AI tools support individual tasks well. AI-native operations connect the entire process.

Point solution

AI-assisted platforms

Example: DataSnipper or another audit AI platform

Excel integration
Feature
Pricing / licensing
  • Optimized for one specific problem
  • Limited functionality, closed solution
  • Standard features
  • Typically covers one part of the process
Document / Excel
Specialized tool
Output

Point solution – supports one well-defined stage of the work

Operating layer

AI-native operations

The audit process itself is at the center — not a single AI tool.

Fully customizable, freely extensible, ready to test within 2 weeks.

File server
Email
Cloud storage
Client documents
AI / data layer
NAV Online Invoice
Accounting systemXML / export
Metrum / audit system
Agent workflow
Custom operator interface

AI-native operations are not another tool in the stack, but a connecting operating layer above your existing systems.

Audit Intelligence – demo

The foundation layer of AI-native audit

Audit Intelligence builds a shared, continuously updated knowledge base from all relevant client material, on which custom working papers and processes can be built.

Custom analyses
Audit planning
Vouching
Audit Intelligence
Recall / retrieval logic
Vector database + structured data
Data processingchunking • metadata • permissions • audit period
DocumentsPDF • Excel • Word • email • XML • images • exports

How it works

  • Automatic document processing
  • Content chunking and indexing
  • Vector representation
  • Segmentation by metadata
  • Retrieval of relevant content with recall / retrieval logic
  • Answers generated from the original sources

Knowledge base features

  • All client material in one place
  • Handles many file formats
  • Updates automatically
  • Email and storage integration
  • Can draw on audit working papers too
  • Segmented by client and audit period
  • Separated by access rights

One client – one continuously updated audit knowledge base

Demo

Curious how this works in practice?

In a 30-minute online demo we walk through how AI-native audit operations are built around your own processes.

In the demo we show

  • 01

    Audit Intelligence

    How the per-client audit knowledge base is built – with unlimited users and unlimited documents.

  • 02

    Audit planning

    A pre-built methodology connecting closed internal and open external information sources.

  • 03

    Vouching

    Vouching and audit testing, from cost analysis to revenue testing.

Request a demo

Book a demo slot

30 min · Online

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