The Audit Document Crisis
Modern audits involve:
- 200+ PDF bank statements
- Excel trial balances
- Word audit memos
- Scanned receipt images (text-enabled PDFs only)
Industry pain points (Deloitte 2023 survey data):
- 68% of audit delays come from document retrieval
- Manual searches miss 23% of related transactions
- Cloud tools violate client confidentiality agreements
WordsDigger’s compliant solution:
✓ Offline search across financial formats
✓ Zero data transmission (verified via network monitors)
✓ Single search for "accounts receivable" across all files
3 Audit-Proven Search Methods
Method 1: Transaction Tracing
Problem: Matching invoices (PDF) to ledger entries (Excel)
How-to:
- Search vendor name
- Filter by amount ($X,XXX.XX format)
- Cross-reference dates
Real result:
Grant Thornton team found 17 unmatched transactions in 8 minutes
Method 2: Policy Compliance Checks
For:
- SOX documentation
- GAAP standard references
- PDF policy manuals
- Word procedure files
- Only works with OCR-processed receipts
- Cannot read handwritten notes
- Confirm PDF has selectable text
- Search vendor names/amounts
- Export results to audit workpaper
- Numeric search: Finds "$12,450" and "12450"
- Date range: Locate Q3 transactions across formats
- Compliance-safe: No client data leaves local drives
- Speed: 58% faster evidence gathering (actual user data)
- Accuracy: 100% consistent with audit standards
- Security: Zero cloud storage conflicts
Method 3: Scanned Receipt Recovery
Critical notes:
Process:
Implementation Timeline
Day 1: Index prior year workpapers
Day 3: Train staff on keyword optimization
Week 2: Build firm-wide search templates
Audit-Specific Features
Transparent Limitations
✖️ Cannot analyze image-only bank statements
✖️ Requires text-enabled PDFs for scanned docs
✓ 14-day refund policy