A MORE CONNECTED WAY TO AUDIT

Oak SuiteClarity in your audits.
Confidence in your data.

One thoughtfully organized workspace for your audit tools and business data. Meet Oak Audit and Oak Pinion — better, together.

Two focused apps. One familiar workspace.

Built around the way
audit teams work.

02Connected products
02Audit domains today
09Audit tools
05Domains coming soon
Oak Suite logo: an oak tree ringed by the words Observe, Availability and Knowledge
Our mark
ROOTED IN THREE IDEAS

Observe. Availability. Knowledge.

The oak in our mark stands for what a good audit grows from — a careful eye, data within reach, and judgment that builds with every engagement.

  1. I

    Observe

    Plan, sample and review with a clear view of every engagement.

    Oak Audit
  2. II

    Availability

    Tally, SAP, spreadsheets and APIs, brought to where the work happens.

    Oak Pinion · coming soon
  3. III

    Knowledge

    Findings, decisions and sign-offs stay on record — tracked from article to partner.

    Oak Audit
THE SUITE

Different strengths.
A shared purpose.

Auditing starts with understanding the business. Oak brings the tools you need and the sources you rely on into one organized place.

YOUR AUDIT TOOLKIT

Oak Audit

A dedicated home for statutory and bank audits, with the right toolkit for every engagement — and more domains on the way.

  • Planning, materiality, sampling and analytical review
  • Findings tracked from article to partner
  • Loan / IRAC, concurrent audit and LFAR for bank audits
Explore Oak Audit
Purpose-built for assurance
YOUR DATA CONNECTION HUB · COMING SOON

Oak Pinion

A clear starting point for your business data: accounting platforms, enterprise systems, spreadsheets and custom APIs.

  • Tally, SAP and accounting sources
  • Files, APIs and databases
  • Every connection approved by a person
See Oak Pinion
Designed around your data
OAK AUDIT · DOMAINS

Every audit has its own lens.

Choose a domain. Find a focused set of tools for the questions that matter to your engagement.

Statutory audit

Financial statements, materiality, sampling and findings — SA-driven, end to end.

View audit tools
OAK PINION · DATA SOURCES · COMING SOON

Your business runs
on different platforms.
Bring them into view.

From accounting ledgers to enterprise records, Oak Pinion will give every source a place in your audit workflow.

Oak Pinion is not available yet. Until then, Oak Audit works from the files you upload.
YOUR DATA ECOSYSTEM
TallyLedgers & vouchers
SAPEnterprise records
ExcelSpreadsheets & files
Zoho BooksCloud accounting
REST APICustom data sources
PostgreSQLStructured records
Oak PinionOne organized source hub
FAMILIAR BY DESIGN

Less looking around.
More moving forward.

Your apps, recent work, favorites, and team — organized in a workspace that feels familiar from the first click.

01

Choose your domain

Start with a focused toolkit for your audit engagement.

02

Plan and test

Set materiality, draw your samples and review the numbers.

03

Track every finding

Raise findings, assign owners and see them through to sign-off.

A LITTLE MORE CLARITY

Good questions.
Straight answers.

What to know before you explore.

What is Oak Suite?

Oak Suite brings two focused products into one workspace: Oak Audit, the audit tools organized by domain, and Oak Pinion, the home for connecting your business data. It is built on Work Suite and uses the same sign-in.

Which audit domains are included?

Today: statutory audit and bank audit — 9 tools including audit planning, materiality, sampling, analytical review, the issue tracker, the business agreements reader, Loan/IRAC, concurrent audit and LFAR. Compliance, operational, IT & security, tax and ESG audit are coming soon.

Can I connect Tally, SAP, or my own API?

Not yet. Oak Pinion is coming soon. Until then, Oak Audit tools work from the files you upload to them.

Who can see what?

Each person sees the tools their role and their firm's licences allow — the same rules as the rest of Work Suite.

Is my work saved?

Yes. Audit plans, findings, loans, LFAR audits and the rest are stored in your firm's workspace. Favorites and recently opened tools are remembered in your browser.

MEET YOUR NEXT WORKSPACE

See how it all comes together.

Sign in with your Work Suite account to open Oak Audit.

Step inside Oak SuiteSame account as Work Suite · Your firm's data