Finance ops · Production

GRF CPAs & Advisors reduces audit workflow time by 40% with Trullion AI-powered audit tools

The problem

GRF faced three interlocking challenges: audit documents uploaded by clients via an online portal were difficult to centralize and classify; manual test-of-controls work (ticking and tying documents before generating work papers) was resource-intensive; and partners spent time chasing missing files rather than providing strategic insights.

Workflow diagram · grounded in source

Client document upload

trigger

“Most of GRF's clients provide the firm with documentation such as invoices and contracts by uploading such documentation via an online portal”

AI work paper generation

ai_action

“being able to effortlessly drop information into the client folder, and instantly have the work paper 80% complete”

Centralized search and gap check

validation

“information can be scanned and searched for so effortlessly, enabling the team to assess if anything has been missed, and stay on top of all documentation within one secure, cloud-based platform”

Reported outcome

Deploying Trullion's Test of Details module reduced workflow time by 40%, with Katebini anticipating 50–90% time savings in the near future.
Work papers become 80% complete instantly upon document drop, and audit staff engagement improved markedly.

Reported metrics

Workflow time reduction40%

Anticipated time savings50-90%

Work paper completion at document drop80% complete

Efficiency boosthuge efficiency boost

Reported stack

TrullionTest of Details module

Source

https://trullion.com/customer-stories/how-grf-cpas-advisors-revolutionized-their-audit-workflow-with-trullion/

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Deploying Trullion's Test of Details module reduced workflow time by 40%, with Katebini anticipating 50–90% time savings in the near future.

What tools did this team use?

Trullion, Test of Details module.

What results were reported?

Workflow time reduction: 40%; Anticipated time savings: 50-90%; Work paper completion at document drop: 80% complete; Efficiency boost: huge efficiency boost (source-reported, not independently verified).

How is this finance ops AI workflow structured?

Client document upload → AI work paper generation → Centralized search and gap check.

Deploying Trullion's Test of Details module reduced workflow time by 40%, with Katebini anticipating 50–90% time savings in the near future.Work papers become 80% complete instantly upon document drop, and audit staff engagement improved markedly.