One app. Every source. Reports in record time.
Faster to write. Faster to review. That’s the ROI.
From financial investigations to audit exams, CITE accelerates every step of your reporting workflow. With integrated document access, pinpoint citations, and interactive export, your team keeps workpapers, citations, and the report in one workspace so reviewers can check a finding without chasing folders. A short pilot on a few real reports will show the time save.
Eliminate scattered spreadsheets and offline exhibits. Centralize every financial document and cite with confidence.
Purpose-built for documentation workflows with templates, snippets, tables, and styling—all in one interface.
Generate final reports that include your analysis and clickable citations to all referenced exhibits.
Always know where your source files are. No broken links, missing attachments, or forgotten workpapers.
Auditors, clients, and compliance teams can instantly verify every conclusion with embedded support docs.
Aligned Teams. Standardized Reporting. Seamless Hand-Offs.
Accounting & Audit Teams Benefit from Structured, Traceable Workflows.
CITE enforces consistency across all work products—reducing rework, review cycles, and risk of manual error.
- Standardized Format Across Engagements
- Custom Templates for Audit, Forensic, & Advisory Work
- Instant Knowledge Transfer Between Staff
- Optimized for Client and Regulator Communication
- Built for Independence with Review in Mind
Built to Integrate, Designed to Deploy
CITE Works with Your Financial Systems—No IT Overhaul Required.
Modern accounting teams rely on shared drives, policy databases, and internal controls documentation. CITE fits into your existing environment, enhancing accuracy and reducing report rework.
Connect to your SharePoint, DMS, or accounting workpapers. No new systems required.
Import PDFs, spreadsheets, policies, and transactional logs—more than 100 file types supported. Each source gets a unique citation ID.
Perfect for audit fieldwork, compliance reviews, or sensitive fraud investigations.
Deliver interactive PDFs to clients, regulators, or executive teams—no training required.