Dispatches
Customer story

Audit testing automation

100+ sub-agents run one substantive test concurrently, each ingesting prepared-by-client (PBC) documents, testing a sample, and writing a cited work paper.

125Sample items in a substantive audit testEach one opened, tested, documented by handSample item – ledger entryOpen the PBC document provided by the client.Manually verify the amount against the testcriteria.Document the finding and source reference in thework paper.Repeat for the next sample item in the population.Manual testingBefore: open each document, test, write findings by handSESSIONRun the substantive test over thesample population.Ingesting PBC documents. Fanning out100+ concurrent sub-agents, one persample item.PBC documentsClient-provided filesAthena · 09:14Athena ingests PBC documents and fans out 100+ sub-agentsWork paper – substantive testSample item #1 – invoice: tested, amount verified,no exceptions noted.Sample item #2 – contract: tested, terms confirmed,no exceptions noted.Sample item – ledger entry: tested, balance agreed,no exceptions noted.Sample item #125 – statement: tested, footingsverified, no exceptions noted.All 125 samples aggregated to database with fullcitation trail.PBC invoiceClient doc, p. 3PBC ledgerClient sheetAthena · 125 items citedEvery tested item cited to its source document in the work paperAthena wants tofinalize work paper with 125 testedsamples and citationsAll samples tested against firm methodologyEach item cited to client PBC documentResults aggregated to databaseWAITING FOR A PERSONPartner reviews and approves completed procedureGlobal professional services firm · air-gapped tenantPartner reviews the completed procedure with full trailThousandsUsers running this procedure in production overa yearGlobal professional services firm, air-gapped tenantOver 1,000 users, over a year in productionA full trail, fraction of thetime.athenaintel.com
Fig. 02The story in 25 seconds, from the old way to “A full trail, fraction of the time.”
Before · what we did · after
  1. Before

    A substantive test over hundreds of samples. Each one opened, tested, documented by hand.

  2. What we did

    Ingest the PBC documents. Fan the sample out: one sub-agent per item, 125 running at once. Aggregate results to a database. Write the work paper with a citation into the client document for every tested item.

  3. After

    The procedure completes in a fraction of the time with a full trail. A global professional services firm runs this air-gapped in its own tenant, over a year in production, thousands of users.

Substantive test oversample populationSample item #1 – invoiceTested, cited to PBC docSample item #2 – contractTested, cited to PBC docSample item #3 – receiptTested, cited to PBC docSample item – ledger entryTested, cited to PBC docSample item #125 – statementTested, cited to PBC doc×125All samplesaggregated todatabase
Fig. 01100+ concurrent sub-agents each test one sample and cite the source document
How long it takes · what to plan for

Methodology stays with the firm. Athena runs the procedure; it does not write the standard.

Attribution is the product. That is also the audit.

Example workflow

Client documents to completed audit procedure with full trail

SURFACES INWHAT COMES INTHE PLATFORMWHAT GOES OUTDELIVERED BACKWebMobile · voiceText (SMS)EmailSlack · TeamsChromeOffice add-inMeeting botMeetingsWordPowerPointSheetsDataAgentsAppsLibrarySessionsSpacesStudiosMeetingsLakehouseSemantic modelsDashboardsPowerPointSheetsDashboardsData · APIsApps · portalsWebMobile · voiceText (SMS)EmailSlack · TeamsChromeOffice add-inMeeting botFiles · PDFs1Workflows (AOPs)2Database3Word41 INIngest PBC documentsprovided by client forsubstantive testingprocedure2 RUNFan sample out: one sub-agentper item, 125 running atonce, each testing againstmethodology3 BUILDAggregate test results todatabase with citationinto client document forevery tested item4 OUTWrite completed work paperwith full trail; procedurecompletes in a fraction ofthe time
Fig. 03The route on the system map: Files · PDFs → Workflows (AOPs) → Database → Word. Connectors: PBC documents ingested; results aggregated to database; work paper written with citations
What it runs on
What customers say
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
Analytics lead · A Fortune 500 retailer
“The performance, say, the kind of speed and latency on those APIs for creating assets, was better in [our private cloud] than it was in managed cloud.”
Audit lead · A global professional services firm
“This is super cool. So in the future, our data will be sitting in [a cloud data warehouse]... How is this running so quickly?”
Analytics lead · A Fortune 500 retailer
“I'm very excited. This is something that I have been piecemealing with the limited tools that analysts get... rather than me at nine PM getting a failure email and deciding I'll just do it myself.”
DC Ops Data & Analytics lead · A Fortune 500 retailer
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
VP-level AI leader · A Fortune 500 retailer
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
Analyst · A global manufacturer
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
Manufacturing analyst · A global manufacturer
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
Manufacturing analyst · A global manufacturer
“One workspace. All different, let's say, avatars of their output data. Right? Suddenly, it's dashboard. Excel is here. PowerPoint is when it's all together. It's very impressive.”
Global Sustainability lead · A global manufacturer
“Use the Athena platform probably closer to the concept and how it was designed, like, with the spaces architecture where you've got a set of primitives and capabilities, and you bring together the right set of capabilities to solve a task.”
Audit lead · A global professional services firm

Verbatim from customer calls. Customers anonymized.

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