6+ hours
per team member on PBC admin
Chasing documents, checking spreadsheets, re-requesting files sent to the wrong person in the wrong format.
Built for New Zealand audit firms
Get your mornings back. Awa handles the PBC chaos.
Clients upload to one place. The AI classifies, confirms, and files. Your team just asks for what they need — no more chasing, checking, or re-requesting.
Set up in 5 minutes · Cancel anytime
Awa · Community Trust FY2025
3 new docsWhat did the client send overnight?
A
Three documents came in at 9:47pm from Sarah Chen:
- ✓Bank statements (ASB) — July–Dec. Filed to Bank & Cash.
- ✓Fixed asset register — Filed to PP&E.
- ⚠Board minutes — Oct–Dec only, Jan–Sep outstanding.
Great. Pull me everything for bank and cash.
A
Done. 6 documents packaged:
Bank_and_Cash_FY2025.zip
4.2 MB · Ready to download
20+PBC items per template
5 minAverage setup time
100%NZ hosted data
Built by auditors, for auditorsISQM 1 alignedNZ-hosted dataBank-grade encryption
What PBC chaos is actually costing you
Every week without Awa, your firm loses:
Majority of first submissions need follow-up
Clients send the wrong document, wrong period, wrong format. Each mistake triggers another round of emails.
Weeks of delays
on audit timelines
Document delays are the #1 cause of blown audit deadlines. When PBC is late, everything is late.
Here's how Awa fixes each one:
Without Awa
- Check 3 email inboxes
- Download attachments
- Rename and re-file manually
- Update the PBC spreadsheet
- Chase missing documents
- Repeat tomorrow
With Awa
- Open Awa, see morning digest
- Documents pre-classified
- One-click confirm
- Auto-tracked, real-time status
- Automated reminders sent
- Go do actual audit work
The morning workflow
Walk in. See what's new. Grab your files. Start working.
1
Client uploads everything
One drop zone. No folders to navigate. No categories to choose. Upload via portal or just email the documents in.
2
AI classifies & confirms
"I think this is your March bank statement from ASB — is that right?" Client confirms with one click.
3
Documents filed perfectly
Every document in the right place. Every PBC item tracked. Every action logged for the audit trail.
4
Ask for what you need
"Pull me everything for bank and cash." By the time you've made your coffee, the download is ready.
Two interfaces. Zero friction.
Client Portal
Upload everything. We'll sort it out.
- ✓Single drag-and-drop zone — no folder navigation
- ✓AI confirms what each document is
- ✓Clear view of what's still outstanding
- ✓Magic link access — no account needed
- ✓Automated reminders for outstanding items
Firm Dashboard & Chat
Ask the AI. Get your files.
- ✓Chat-first retrieval — ask in natural language
- ✓Morning digest of overnight uploads
- ✓PBC tracker with completion stats
- ✓Document preview and content search
- ✓Engagement-level access control
Your AI engagement coordinator
The audit team talks to Awa. Awa retrieves, packages, and contextualises your documents.
Awa · Community Trust FY2025
3 new documents since yesterdayWhat did the client send overnight?
A
Three documents came in at 9:47pm last night from Sarah Chen:
- ✓Bank statements (ASB) — July to December 2025. Filed to Bank & Cash. This completes the full year.
- ✓Fixed asset register — Excel file, current year. Filed to PP&E.
- ⚠Board minutes — Classified with medium confidence. Covers Oct–Dec only, Jan–Sep still outstanding.
Great. Pull me everything for bank and cash.
A
Done. 6 documents packaged:
Bank_and_Cash_Community_Trust_FY2025.zip
4.2 MB · Ready to download
Everything you need. Nothing you don't.
AI Classification
Documents classified by content, not filename. Confidence scoring with human confirmation.
PBC Tracking
Real-time status on every item. Know what's outstanding, overdue, and complete at a glance.
Email Inbound
Each engagement gets a unique email address. Clients can email documents directly.
Automated Reminders
Set it and forget it. Awa chases clients for outstanding documents on your schedule.
Audit-Grade Security
Row-level isolation. AI failsafes. Data never leaves the engagement boundary.
Templates & Roll Forward
Standardised PBC templates. Roll forward from last year. Import from CSV.
Chat Retrieval
Ask for documents in plain English. Package and download in seconds.
Morning Digest
Daily summary of overnight activity. No more portal babysitting.
Simple, transparent pricing
Pay for active engagements. Lock or archive when you're done — they're free.
The average audit team spends hours every week on PBC admin — chasing documents, checking spreadsheets, re-requesting files. At typical charge-out rates, that adds up fast. Awa pays for itself on the first engagement.
Common questions
Is my client data safe?
Yes. Row-level isolation means each engagement's data is completely separate. Data is hosted in New Zealand and never leaves the engagement boundary.
Do my clients need to create an account?
No. Clients access their upload portal via a secure link — no passwords, no accounts, no friction. They click, upload, done.
What happens to completed engagements?
Lock or archive them when you're done — they don't count toward your plan limit. Last year's engagements are free. You only pay for active work.
How long does setup take?
Under 5 minutes. Create your firm, set up an engagement, and send the portal link to your client. Awa generates your PBC list automatically.
Your next audit season doesn't have to be like the last one.
Set up your first engagement in 5 minutes. See why firms are switching from email and spreadsheets to Awa.
Start now — set up in 5 minutesNo lock-in · Cancel anytime