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Integra for Audit & Accounting Firms

Upload once, prepare everything

Clients, documents, bookkeeping, tax, audit, filing and evidence, connected in one system with AI doing the groundwork.

Built for audit and accounting firms of every size, in any country, on any device.

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  • Sole Practitioners
  • Small Firms
  • Mid-size Firms
  • Multi-office Firms
modules
45modules
groups
8groups
suites
3suites

Why Integra

From scattered files to one connected firm

Most firms re-type the same client data for bookkeeping, VAT, income tax and audit. Integra captures it once and reuses it everywhere, so the same team serves far more clients.

Less manual work, more billable time

  1. 01Without Integra: Due dates tracked in spreadsheets
    With Integra for Audit & Accounting Firms: A compliance calendar creates tasks for every client
  2. 02Without Integra: Documents chased by phone and email
    With Integra for Audit & Accounting Firms: Request lists with client uploads and auto reminders
  3. 03Without Integra: Working papers spread across folders
    With Integra for Audit & Accounting Firms: One digital audit file, linked to the trial balance
  4. 04Without Integra: Invoices and statements typed in by hand
    With Integra for Audit & Accounting Firms: AI reads documents into structured data
  5. 05Without Integra: Review points lost in email threads
    With Integra for Audit & Accounting Firms: Review notes and sign-off on every paper
  6. 06Without Integra: Fees billed late and followed up by hand
    With Integra for Audit & Accounting Firms: Invoices, payment links and reminders from the job
  7. 07Without Integra: Same data re-entered for tax, books and audit
    With Integra for Audit & Accounting Firms: Upload once, reused for every service

Highlights

Upload once, prepare everything

From upload to acknowledgement

Clients upload once. Integra reads, reconciles and prepares the books, the tax and the audit file from the same data, and your team reviews and signs.

  1. 1

    Onboard

    KYC, conflict checks and an engagement letter signed online.

  2. 2

    Upload and read

    Documents uploaded once and read by AI, field by field.

  3. 3

    Reconcile

    Bank, ledgers, purchase data and tax statements matched.

  4. 4

    Prepare the books

    Balanced entries proposed and posted after approval.

  1. 5

    Compute tax

    VAT, withholding tax and income tax worked out from the same data.

  2. 6

    Test and document

    Risk-based tests and samples with evidence on every paper.

  3. 7

    Review and sign

    Preparer, reviewer, partner and quality review sign-off.

  4. 8

    File and archive

    Filed through your authorised access, acknowledged and locked.

Less manual work

Do more with the team you have

AI agents do the reading, matching and first drafts. Your team spends its time on judgement, not typing.

  1. 1

    AI Workforce

    Agents for intake, reconciliation, bookkeeping, tax and testing, within limits you set.

  2. 2

    Automatic matching

    Bank lines, invoices, purchase data and tax statements matched by rules and AI.

  3. 3

    Automatic compliance tasks

    Due dates create tasks and reminders for staff and clients on their own.

  4. 4

    See where time goes

    Timesheets and margins show which clients take more time than they pay for.

Modules

Every module in Integra for Audit & Accounting Firms

45 modules in 8 groups. Start with what you need and switch on the rest as you grow.

Group 01 · 6 modules

Practice & Clients

  • Auditor Command CentreEvery engagement, deadline, filing and risk on one screen.From Starter
  • Client & Entity RegistryEvery client, group and entity with its registrations.From Starter
  • Tasks & Compliance CalendarDue dates for every client turned into tasks automatically.From Starter
  • Timesheets & BillingTime, fees, retainers and profitability for every engagement.From Starter
  • Engagements & IndependenceMandates, scope, letters and independence before work starts.From Growth
  • Client PortalA secure, branded workspace for every client.From Growth
Group 02 · 5 modules

Document Intake & Evidence

  • Document IntakePDFs, scans, Excel, CSV and XML in one place, without duplicates.From Starter
  • AI Document ReadingInvoices, statements and ledgers read into structured data.From Growth
  • Bank Statement IntelligenceStatements normalised, categorised and checked.From Growth
  • Evidence VaultEvery conclusion linked back to its source document.From Growth
  • Invoice & E-invoice ChecksArithmetic, tax IDs and e-invoices verified in bulk.From Premium
Group 03 · 5 modules

Accounts & Matching

  • Bookkeeping & Journal ProposalsBalanced entries proposed from documents, posted after approval.From Growth
  • Bank ReconciliationBank and cash books matched, including splits and timing.From Growth
  • Ledger ReconciliationReceivables and payables tied out to subledgers and statements.From Premium
  • Financial StatementsTrial balance to signed statements with notes.From Premium
  • Period Close ChecksCut-offs, suspense and period locks checked before reporting.From Premium
Group 04 · 6 modules

Tax & Compliance

  • VAT & GST ComplianceReturns prepared and purchases matched with the portal.From Starter
  • Withholding TaxWithholding worked out, returned and certified.From Starter
  • Direct Tax ComputationTax for companies, firms and individuals, rule by rule.From Growth
  • Tax Statements & NoticesTax statements tied out, and notices tracked to closure.From Growth
  • Income Tax ReturnsReturns prepared in volume with schema checks.Add-on
  • Filing & AcknowledgementsApproved filings submitted and acknowledgements stored.From Premium
Group 05 · 6 modules

Audit & Assurance

  • Planning & RiskMateriality, risks and programmes for each engagement.From Growth
  • Substantive Testing & SamplingTests and samples that can be repeated and explained.From Growth
  • Working PapersA digital audit binder with evidence on every step.From Growth
  • Findings & ReportsMisstatements, letters and opinions from templates.From Growth
  • Internal ControlsControl matrices, walkthroughs and tests of controls.From Premium
  • Engagement Quality ReviewSecond-partner and cold reviews before sign-off.From Premium
Group 06 · 6 modules

Specialised Services

  • Secretarial ComplianceRegisters, annual returns and board records.From Growth
  • Internal AuditRisk-based operational audits and branch inspections.From Premium
  • Payroll & Social Tax AuditPayroll tied to the ledger and statutory contributions.From Premium
  • Forensic AccountingPatterns that point to fraud, found in full data.Add-on
  • Transfer PricingArm's length documentation and reports.Add-on
  • ESG & SustainabilitySustainability data collected and assured.Add-on
Group 07 · 6 modules

AI & Intelligence

  • Firm AnalyticsEngagements, margins, staff and compliance at a glance.From Starter
  • Regulatory RulesTax rates, limits and forms kept current, by date.From Starter
  • Deliverables & ExportsAudit packs and filing files ready to share.From Growth
  • Integra AI WorkforceAI agents that read, match, prepare and check, under your control.From Premium
  • Anomaly DetectionUnusual entries and duplicate payments flagged across clients.Add-on
  • Financial AdvisoryRatios, working capital and cash forecasts for clients.From Enterprise
Group 08 · 5 modules

Security & Trust

  • Security & ReliabilityClient data walled off, backed up and always recoverable.From Starter
  • Identity & Digital SigningProfessional credentials, multi-factor login and signatures.From Growth
  • Ethics, KYC & AMLConflicts, politically exposed persons and client risk checked.From Growth
  • Privacy & RetentionRetention, legal holds and data privacy rules applied.From Premium
  • Multi-currencyForeign currency clients and revaluation.From Enterprise

Optional packs

  • Tax Returns Pack

    Firms that prepare income tax returns in volume

  • Forensic & Analytics Pack

    Firms that test full ledgers and investigate fraud

  • Specialist Assurance Pack

    Firms offering transfer pricing and ESG assurance

Connected firm

Connected to everything around your firm

Tax portals, banks, accounting software and signatures connect to the same clients and engagements.

  • Tax portals

    Portal data downloaded for matching, and filings submitted through your authorised access.

  • Bank feeds

    Client bank statements fetched or imported and read automatically.

  • Accounting software

    Trial balances and ledgers imported from your clients' accounting software.

  • Digital signatures

    Digital signature certificates and e-sign for returns, reports and letters.

  • Client portal

    Clients upload documents, answer questions and approve, free for every client.

  • Email, SMS & WhatsApp

    Document requests and due-date reminders where clients read them.

  • Privacy walls

    Each client's data walled off, with a hash-chained record of every action.

  • Multiple offices

    Run several offices and partners on one platform with firm-wide reports.

Integra AI

Smarter every day, with people in control

AI built into every module. It suggests, people decide.

  • 01

    Intake Agent

    Reads invoices, statements and ledgers and flags low-confidence fields.

  • 02

    Reconciliation Agent

    Matches bank lines, invoices and tax statements and explains differences.

  • 03

    Bookkeeping Agent

    Proposes balanced entries for accruals, depreciation and provisions.

  • 04

    Testing Agent

    Runs journal tests and flags unusual entries for the audit team.

AI suggests, people decide. AI never posts, files or signs on its own.

Brochures

Brochures for Integra for Audit & Accounting Firms

Read them online or download the PDF to share with your team.

Suites used

The Integra suites behind Integra for Audit & Accounting Firms

Every industry pack runs on the same core. These suites carry the rest of the work.

Get started

Let's build your connected firm

Tell us how your firm works and we will show you Integra running your engagements, compliance and billing.

Book a demoTalk to sales
  1. 01

    Discover

    We map your services, clients and workflows.

  2. 02

    Configure

    Services, due dates, templates and roles are set up.

  3. 03

    Connect

    Email, portal, payments and messaging are linked.

  4. 04

    Migrate

    Clients, due dates and open work are loaded.

  5. 05

    Train

    Partners, managers, staff and trainees get started.

  6. 06

    Grow

    Add services, partners and offices any time.