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AI guided. Tech enabled.

Meet Path. Your AI guidance engine.

Path helps clients prepare and helps auditors evaluate. It guides next steps. It links evidence to controls. It records the reason behind decisions for review.

Guidance you can act on

Prompts and checks tied to your controls, procedures, and evidence. Clear next steps. No vague tips.

Client and auditor together

Clients prepare descriptions, controls, and evidence. Auditors review and test. Roles stay clear.

Consistency at scale

Reusable guidance patterns adapt to each client. Your method stays intact across teams.

Fewer loops

Client ready requests, reviewer checklists, and reminders reduce back and forth.

Quality and defensibility

Early flags for missing or stale evidence and control gaps. Reasoning is captured for reviewers.

Tech enabled delivery

Increase capacity without adding staff. Focus senior time on evaluation, not drafting.

01
Understand context

Path reads the engagement, frameworks, controls, and prior workpapers. It respects roles and permissions.

02
Guide the workflow

Path recommends the next step. It drafts client requests. It links evidence to the right controls.

03
Assure quality

Path checks for gaps and aging evidence before review. It captures the reason behind recommendations.

Client driven by design

SOC expects the client to prepare. Path makes that practical. Clients add their narrative, controls, and evidence with clear prompts. Auditors evaluate and test with less rewrite.

  • • Assign items to client owners with due dates.
  • • Validate completeness and recency early.
  • • Keep independence and roles clear.

Enterprise grade security

  • • Encryption in transit and at rest
  • • Role based access control
  • • Immutable audit trail for guidance and actions
  • • Data residency options and exports

Responsible AI

  • • Human in the loop. You stay in control.
  • • Prompts and outputs are logged for review.
  • • No training on your client data without consent.
  • • Redaction and retention policies are configurable.

What Path looks like in practice

Suggestions are tied to controls, procedures, and workpapers. Reviewers can trace why a step was recommended.

Example
Path recommends:

Before you finalize testing for Control 3.2, check evidence recency for subservice providers. Draft a client request and assign it to the control owner.

FAQs

Does Path replace our method?

No. Path follows your firm’s method and approvals. You decide the rules.

Can clients use Path?

Yes. You can invite client users to prepare items with clear prompts. You control access.

Can we disable AI features?

Yes. Features can be enabled by role, engagement, or firm policy. All guidance is logged.

Which frameworks does Path support?

SOC 1, SOC 2, HIPAA, ISO 27001, and custom frameworks that you configure.

AI guidance that keeps audits on course.

See how clients and auditors finish work faster with better reasoning and fewer loops.