Evidence request overdue
Needs review · This week
OwnerAudit associate
Prepared for Stella Matevosyan · FASD 2026
A calmer operating day for Grau & Associates
Grau & Associates florida CPA firm specializing in audits of governments, special districts and CDDs under Auditor General rules. This prototype shows how a focused operating queue could help Stella Matevosyan's organization coordinate routine work with clearer ownership and human review.
Designed around service to engagement teams, district finance staff, and reviewers.
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01
Track request lists without repeated email chasingSuggested first pilot for Grau & Associates.
-
02
Index evidence to the correct audit areaDesigned for engagement teams, district finance staff, and reviewers.
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03
Route exceptions with clear owner and resolutionDesigned for engagement teams, district finance staff, and reviewers.
Today’s operating queue
Every request has a next step
Uploaded item needs indexing
Ready to assign · Today
OwnerDistrict finance owner
Exception response review
In progress · Next 4 hours
OwnerEngagement reviewer
Engagement status brief
Awaiting approval · By tomorrow
OwnerEngagement coordinator
Workflow studio
See the handoffs before automating them
Choose a routine workflow, then advance the fictional demonstration through intake, human review, and a prepared output.
Interactive fictional example
Request-list tracking
- Register request, owner, and due date for Grau & AssociatesUses approved or fictional inputs
- Detect missing or superseded evidenceRequires named human review
- Publish a current request statusUses approved or fictional inputs
Demo 1 uses fictional operational data and requires Audit associate approval.
Interactive fictional example
Evidence indexing
- Receive an approved evidence file for Grau & AssociatesUses approved or fictional inputs
- Classify period, account, and request referenceRequires named human review
- Create a reviewer-ready evidence indexUses approved or fictional inputs
Demo 2 uses fictional operational data and requires District finance owner approval.
Interactive fictional example
Exception follow-up
- Capture finding and requested response for Grau & AssociatesUses approved or fictional inputs
- Route management and reviewer actionsRequires named human review
- Track resolution with supporting evidenceUses approved or fictional inputs
Demo 3 uses fictional operational data and requires Engagement reviewer approval.
Efficiency case
Small changes, measurable operations
Illustrative targets—not promises—to test against a real baseline.
Illustrative staff time returned
Estimate to validate during a pilot
Handoffs made visible
Owners and review gates shown in one queue
Target work visibility
Illustrative share of routine work with a current status
90-day pilot
Start narrow. Keep people accountable.
A low-risk path from process mapping to an evidence-based decision.
- 1
Days 1–30
Map and baseline
One engagement request list - 2
Days 31–60
Run with human review
Add evidence indexing for one audit area - 3
Days 61–90
Measure and decide
Measure follow-up volume and review cycle