Software Solutions in Audit and Advisory

Specialized tools

We use specialized tools to analyze large amounts of data in a structured manner, automatically check documents, and document processes seamlessly and audit procedures. The targeted use of digital technologies allows us to increase efficiency, enhance audit reliability, as well as quaility and create a clear, comprehensible basis for our results.

For us, digital auditing means much more than automation. It stands for a consistently integrated audit approach in which data, processes, and communication are seamlessly interlinked. Our clients benefit from the preparation of efficient analyses and the secure provision of the associated documents, right through to audit-proof documentation. All of this can be found in the Baker Tilly Tool Family.

Every application used is part of a coordinated overall concept that integrates seamlessly into existing systems and meets regulatory requirements. For our clients, this means less effort, greater transparency, and reliable results – traceable, efficient, and secure.

The Baker Tilly Tool Family offers the following benefits

In order to put our integrated audit approach into practice, we rely on a modern, powerful, and scalable digital tool landscape – the Baker Tilly Tool Family.

Combined, the BT Tool Family ensures a fully digital audit process – from data provision to analysis and documentation to final reporting. The applications work together seamlessly, creating transparency at every step of the audit process and thereby enabling less effort, greater clarity, and a fully digitally supported audit from which our clients benefit in the long term.

How you benefit

This is Mr. Tilly, CFO of Mustermann AG, a typical MDAX company with an international structure. His main priority is an audit that runs efficiently, delivers transparent results, and reduces the organizational burden on his team.

He is representative for many of our clients who value and require efficiency, transparency, and security in the audit process. This is how he benefits from our tools.

The Baker Tilly Tool Family

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The Baker Tilly Tool Family

Fully automated processing of financial data

BT DataVision is at the heart of the Baker Tilly Tool Family. Our data analytics platform processes complex financial data fully automatically and provides us with in-depth insights into risks, processes, and anomalies through meaningful and transparent analyses.

Thanks to its ERP independence, we can process data from systems such as SAP, DATEV, Navision, D365, and other popular solutions without additional technical effort. The comprehensive analyses this enables allow us and our clients to dive into the data world from the surface of the system and gain particularly deep, unexpected insights – always with the option of drilling down to individual transactions. This gives us a much more sound, objective, and comprehensible basis for assessing processes and associated risks, enabling us to develop an audit strategy tailored to our clients' needs. ISA-compliant audit procedures allow us to cover a significantly higher proportion of secured business transactions and reduce the need for sampling. All data is processed exclusively in a German, ISO 27001-certified data center, so that our clients benefit from maximum data security and powerful analysis at all times.

BT DataVision thus provides our clients with exactly what is crucial in audit processes: less manual effort, significantly greater transparency, and a sound basis for quick, confident decisions.

For Mr. Tilly, this means:

Complete data analysis provides a comprehensive picture of processes, user behavior, and potential vulnerabilities without lengthy queries or manual data preparation. The audit becomes more predictable and transparent, and potential surprises become apparent at an early stage.

Key benefits at a glance

Automatic import, structuring, and validation of data — an upload is all it takes.
Comprehensive analyses instead of random samples: risks, patterns, and outliers are identified early on.
Drilldown to transaction level creates full transparency.
ERP independence enables fast processing of SAP, DATEV, Navision, D365, and other systems.

Uniform audit approach

Another key component of the BT Tool Family is BT GlobalFocus – our platform for a globally uniform audit approach. In an increasingly interconnected business world, clients benefit from the fact that audit processes, valuation logic, and documentation standards are applied consistently worldwide within the Baker Tilly network.

BT GlobalFocus reflects precisely this consistency in the form of globally standardized audit software. This allows a more efficient coordination of international audit mandates, a harmonization of quality standards, and a structured mapping of local characteristics. Companies operating in multiple countries thus gain significantly greater transparency over their audit processes, regardless of their location.

For Mr. Tilly, this means:

For the first time, the international subsidiaries of Mustermann AG are working with a consistent audit process – whether in Munich, Singapore, or Chicago. This ensures uniform quality standards and significantly less coordination effort.

Key benefits at a glance

All units work with globally standardized audit software.
Processes, logic, and documentation are consistent worldwide.
International engagements are coordinated more efficiently – with greater transparency for our clients.

Automated process chains

BT DataFlow connects different data sources, cleans and transforms information, performs standardized analyses, and provides structured results – fully automated and completely traceable. This creates digital process chains that run reliably, efficiently, and consistently.

For Mr. Tilly, this means:

Recurring reconciliations and manual tasks are no longer necessary because data is automatically cleansed, processed, and analyzed. This saves his team time and reduces subsequent deliveries or sources of error.

Key benefits at a glance

Data is automatically consolidated, cleansed, and processed from various sources.
Standard analyses run completely automatically.
Process chains are reproducible, consistent, and transparent – less effort, fewer errors.

AI-supported resource and skill matching

BT ResourceHub is our AI-powered resource and engagement management tool that ensures that the most suitable employees are assigned to each engagement. The integrated AI takes into account experience, technical skills, and availability.

This determines the optimal deployment of personnel – efficiently, comprehensibly, and transparently.

For Mr. Tilly, this means:

He can rely on having exactly the right professionals on the audit team – aligned with his industry, systems, and level of complexity. This results in reduced onboarding effort, faster outcomes, and a noticeably more efficient audit process.

Key benefits at a glance

AI automatically recommends the optimal audit team — based on skills, experience, track record, and availability.
Clients receive teams that are the perfect fit both technically and organizationally.
The audit process starts faster, with greater clarity and stronger preparation.

Automated Document Generator

BT DocuFlow is our document generation tool designed to accelerate and standardize the creation of recurring standard documents, forms, and reports. Through automated processes, content is structured, correctly formatted, and generated consistently.

While our tools significantly enhance the efficiency of numerous process steps, one thing remains unchanged:
Responsibility for professional judgment, decision-making, and the audit opinion always rests with our certified public accountants.

For Mr. Tilly, this means:

Standard documents and forms no longer need to be created manually, which reduces queries and coordination errors. At the same time, his team receives consistent, correctly formatted documents – at any time and without additional work steps.

Key benefits at a glance

Documents are generated automatically, consistently, and with accurate formatting.
Uniform standards reduce coordination efforts and sources of error.
Teams gain valuable time and deliver reliable, reproducible results.

Secure Exchange of Audit Documentation

BT DataSpace is our central platform for the secure exchange of all audit-relevant documentation. Documents are provided in a structured manner, version-controlled, and managed in an audit-proof environment. Particularly valuable for clients: the integrated intelligent PBC list functionality supports you in providing the required documentation in a clear, traceable, and complete way.

The platform guides you through the requirements, highlights missing or outstanding documents, offers clearly structured upload pathways, and significantly reduces follow-up queries. Even complex document request lists can be organized efficiently — fully digital and secure.

For Mr. Tilly, this means:

He no longer needs to manually maintain scattered Excel lists or email threads — all requirements are centrally visible, clearly structured, and continuously up to date. The finance team of Mustermann AG maintains full transparency at all times, submits documentation more completely, and spends significantly less time providing follow-up information.

Key benefits at a glance

Fully digitalized PBC lists with clearly structured upload pathways.
All documents are stored centrally, securely, and transparently in one place.
Open requests, missing documents, and status updates are visible at all times.
Audit-proof version control and communication — automated and without additional effort.

Intelligent Automation Platform

DataAnalytics is built on DataSnipper's agentic platform within the familiar Excel environment and leverages a range of tools to accelerate audit processes by automatically recognizing, extracting, linking, and documenting supporting documents such as invoices, contracts, and cash flows.

There is no longer a need to manually compile data or reconcile different documents. For example, BT DataAnalytics automatically links accounts receivable listings with underlying sales documents, accurately matches individual line items, and creates a clear, traceable audit trail — including references and supporting evidence directly within the working paper.

For Mr. Tilly, this means:

He and his team no longer need to manually gather supporting documents or maintain reconciliations in Excel. Mustermann AG benefits from faster audits, fewer manual tasks, and significantly greater transparency across all audit procedures.

Key benefits at a glance

Automatic linking of accounts receivable listings, supporting documents, and line items.
Fully automated reconciliations and unambiguous allocations.
Complete and transparent audit documentation within a single working paper.
Accelerated audit processes through intelligent automation.

Artificial intelligence in auditing

BT DataControls brings artificial intelligence to those areas of auditing that are otherwise particularly labor-intensive: checklist processing, number checking, and consistency analyses. The solutions support our team in efficiently auditing extensive requirements for notes to the financial statements or management reports, automatically detecting inconsistencies, and performing consistency checks on figures.

AI-supported analyses identify deviations, missing information, or implausible values at an early stage. This significantly reduces your workload, as audit rounds are completed more quickly, fewer queries arise, and potential sources of error can be addressed earlier.

For Mr. Tilly, this means:

His documents are checked much more quickly and efficiently because AI-supported analyses highlight any anomalies at an early stage. As a result, Mustermann AG experiences fewer queries, shorter coordination cycles, and an overall faster closing process.

The benefits at a glance

AI-supported checklist processing automatically detects missing information.
Automated consistency and numerical checks significantly speed up the process.
Deviations become visible at an early stage – before they become critical.
Fewer queries and faster, clearer closing processes.

Digital applications

Digital applications should always be understood as assistance systems. They do not replace professional judgment, or legal requirements such as the dual control principle. Rather, they help to improve the quality of the audit and reduce the time and organizational burdens on our clients.

With the Baker Tilly Tool Family, both your teams and our auditors gain valuable time for what really matters: focusing on important or complex issues, making informed decisions, and ensuring smooth collaboration. Automated data processing, comprehensive analyses, consistent global processes, AI-supported team management, and uniform documentation significantly reduce the operational workload. Clients experience fewer queries, greater transparency, and clearly comprehensible results – and can focus much more on their core business.

Partnerships

The Baker Tilly Tool Family is developed in close collaboration with selected technology partners whose powerful standard solutions form the basis of our digital audit approach. The intelligent further development, integration, and technical adaptation of these systems enables us to create a harmonized tool ecosystem that is precisely tailored to the requirements of our auditing services and the needs of our clients.