About Note Ticker

Note Ticker is an AI-powered tool designed to automate the tedious "note ticking" process in financial statement audits.

The Problem We Solve

In every audit engagement, auditors must verify that current year data in the draft financial statements matches the audited trial balance, and that prior year data in the draft financial statements matches the audited prior year financial statements. Depending on the complexity of the draft financial statements, this manual process can take trainees 10-40 hours (or even longer) per company and is prone to human error.

Our Solution

Note Ticker uses advanced AI to:

Extract and compare figures from the draft financial statements to the prior year audited financial statements (i.e. prior year ticking – now available)
Match current year financial statement line items to the audited trial balance (i.e. current year ticking – coming soon)
Identify matches and mismatches across all notes
Generate professional Excel reports ready for review and inclusion in audit workpapers

    Key Benefits:
    Save hours per audit engagement
Reduce human error in comparative analysis
Professional output that can easily be adapted for audit files
Confidential client-side PDF redaction available

Who We Are

Note Ticker was developed by people who understand the pain and expense of manual note ticking. Our mission is to free auditors from repetitive tasks so that they can focus on judgment-intensive work – while also driving efficiencies for clients.

Important Information

Please refer to our Terms page for important information.

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