Audit path
Audit path
How an EdTech payment reporting engagement moves from brief to findings pack — so finance and product know what happens each week.
From brief to handover
This path applies to the flagship EdTech Payment Reporting Audit and is adapted for shorter analytics or settlement reviews.
1. Brief
You send gateway names, learner volume, and a sample board pack. We confirm fit and propose fee, deposit, and sample periods.
2. Kickoff
Access checklist for exports, interview schedule with finance and product owners, and agreement on the reporting questions that matter most.
3. Fieldwork
Reconciliations, event sampling, and working papers. Midpoint note flags early gaps so you are not surprised at delivery.
4. Findings
Draft review for factual corrections, then final pack plus closing workshop with assigned owners and timing for the next close.
What you prepare
Settlement exports, enrolment or invoice extracts, refund logs, and the reports leadership already trusts. Read-only files are preferred. If a portal blocks bulk download, tell us during the brief.
What we deliver
- Findings register with severity and evidence references
- Reconciliation notes for sampled periods
- Definition clarifications where app analytics and finance language diverge
- Optional follow-on recommendations — without requiring another purchase to read them
Natural next actions
Browse engagements for scope options, check fees, or submit an audit brief when you are ready to schedule.