Modernizing
Internal Audit
Transform your internal audit process with a connected platform that drives efficiency, visibility, and assurance. SmartSuite unifies risk assessment, planning, execution, and reporting — helping audit teams focus on insights, not administration.
One Platform for Connected Internal Audit
SmartSuite modernizes internal audit by centralizing audit planning, fieldwork, issue tracking, and reporting in one unified system.
Automate manual tasks, standardize workflows, and provide real-time visibility into audit activity and risk coverage.
Audit Planning
Create risk-based audit plans linked to enterprise objectives, assets, and risks.
Fieldwork & Evidence
Streamline testing, documentation, and review with connected workpapers.
Findings & Remediation
Track issues from identification to resolution with full accountability.
Reporting & Dashboards
Deliver real-time insights on audit coverage, results, and trends.
Core Capabilities of the Internal Audit Suite
SmartSuite provides an end-to-end solution for audit management — from planning and execution to issue remediation and reporting — in one flexible, no-code platform.
Plan, execute, and report audits with confidence and consistency.
Unify audit planning, fieldwork, findings, and remediation in one connected workspace. SmartSuite links audit activities to risks, controls, and corrective actions—providing real-time visibility, stronger assurance, and a clear line of sight from audit planning through issue closure.
Maintain your audit universe: entities, processes, inherent risk, coverage history, and planned cadence.
Plan the year’s audits—scope, timing, resources, risks, and approvals—aligned to priorities and available capacity.
Manage audit programs, walkthroughs, testing, evidence, workpapers, and review notes through structured fieldwork workflows.
Document audit findings, root causes, recommendations, and management responses—then track remediation to closure.
Capture issues, assign actions, set due dates, and monitor completion with escalation and cross-team visibility.
Link audits and findings directly to enterprise risks, controls, and compliance obligations to ensure complete context and traceability.
Generate real-time dashboards and standardized reports that show audit progress, coverage, findings trends, and remediation status for leadership and audit committees.
Keep workpapers, test evidence, review notes and sign-offs in one repository, linked to the engagement and finding they support, so every conclusion is traceable for QA and external review.
Plan and Prioritize
Risk-Based Audits
Focus audit resources where they matter most. SmartSuite links your audit plan
directly to enterprise risks and strategic objectives.
Highlights:
- Centralized audit universe with risk scoring
- Dynamic prioritization based on risk and exposure
- Linked records for objectives, entities, and controls
Streamline Audit Execution and Fieldwork
Collaborate seamlessly during fieldwork with real-time updates and connected workpapers. SmartSuite automates testing workflows and centralizes evidence collection.
Highlights:
- Workpaper templates and testing workflows
- Linked control, risk, and evidence records
- Review and sign-off tracking
Manage Findings and Remediation Effortlessly
Close the loop between audit results and corrective actions. Track issues, assign owners, and monitor progress in real time.
Highlights:
- Issue logs and automated status updates
- Linked remediation plans and validation reviews
- Escalation workflows and overdue alerts
Gain Real-Time Insights and Assurance
Move beyond static reports. SmartSuite dashboards visualize audit progress, issue trends, and overall assurance coverage.
Highlights:
- Live audit dashboards and KPIs
- Drill-down analytics for executives and audit committees
- Customizable reporting templates
Strengthen Collaboration Across Assurance Functions
Connect audit, risk, and compliance teams in one system. Share data and align assurance activities across the three lines of defense.
Highlights:
- Shared data model across GRC and Risk Management
- Linked risk assessments and control testing results
- Unified dashboards for enterprise assurance
Built for Modern Audit Teams
SmartSuite brings enterprise-grade audit management with consumer-grade usability. Choose the rollout path that fits your audit function today—and expand as your assurance needs grow.
Adopt a Single Capability
Begin with Annual Audit Planning, Audit Execution & Fieldwork, or Issue & Action Tracking—prove value fast and expand from there.
Roll Out a
Full Category
Enable Audit Management end-to-end—from audit universe through fieldwork, findings, and follow-up—with consistent workflows and reporting.
Deploy the Entire Audit Suite
Standardize assurance with shared evidence, linked risks and controls, and real-time dashboards—delivering connected audit oversight across the enterprise.
Explore Further
Learn more about how SmartSuite helps internal audit teams modernize processes, increase collaboration, and deliver continuous assurance.
Frequently Asked Questions
Answers to the most common questions about SmartSuite’s Governance, Risk, and Compliance capabilities.
Legacy audit tools are often rigid, expensive, and slow to adapt. SmartSuite brings agility to audit programs with a no-code, configurable platform that connects risk, control, and audit workflows in one unified environment.
You can plan, execute, and report audits seamlessly — with full traceability, automation, and real-time dashboards that eliminate spreadsheet dependency.
Yes. SmartSuite’s risk-based planning framework links audit engagements directly to enterprise risks and control objectives.
You can visualize risk coverage across the audit universe, prioritize high-impact areas, and ensure your audit plan aligns with the organization’s strategic and regulatory priorities.
Absolutely. SmartSuite provides a centralized issue management hub that tracks findings from identification to closure.
Automations assign remediation owners, send reminders, and update dashboards automatically — giving audit teams continuous visibility into resolution progress.
SmartSuite’s audit trail and version control features provide full transparency into every action taken during audit engagements.
All evidence, reviews, and approvals are time-stamped and stored in a single, secure repository — ensuring traceability and simplifying regulator or external auditor reviews.
Yes. SmartSuite is built on a SOC 2 Type II certified infrastructure, with role-based permissions, SSO, 2FA, and full audit logging.
All data is encrypted in transit and at rest, and access can be restricted by workspace, engagement, or record — providing complete control for internal audit teams in regulated industries.
See How SmartSuite Transforms Internal Audit Management
Experience how SmartSuite unites planning, fieldwork, and reporting in one connected platform — giving audit teams the visibility, control, and efficiency they need to deliver assurance with impact.
The Connected Value of SmartSuite Audit Management
Quantifiable improvements achieved when organizations centralize audit planning, testing, fieldwork, documentation, and issue tracking in SmartSuite.
Source: Forrester TEI Study on GRC Automation, 2023 — organizations achieved 25–35% faster cross-department processes when data was centralized.
Faster Audit Planning & Fieldwork Cycles
Standardized workflows, automated assignments, and centralized documentation accelerate the execution of annual audit plans.
Source: MetricStream Benchmark Report, 2024 — multi-framework control reuse reduced manual workload by 20–30%.
Reduction in Manual Evidence Collection & Tracking
Automated requests, workflow-driven submissions, and centralized evidence repositories replace spreadsheets and email-driven coordination.
Source: Deloitte Internal Audit Trends, 2023 — automation tools decreased audit prep hours by 25–35%.
Improved Visibility Into Findings, Issues & Remediation
Unified dashboards provide cross-audit insight into open issues, aging items, risk categories, and mitigation progress.
Source: Forrester Workflow Efficiency Study, 2023 — integrated analytics tools reduced reporting effort by 25–30%
Higher Audit Readiness & Reporting Confidence
Real-time activity logs, linked controls, and automated reporting reinforce audit accuracy and strengthen executive and board oversight.
Key Benefits of the Audit Management Solution Suite
Internal Audit functions require structured workflows, complete traceability, real-time visibility, and consistent collaboration with business units. SmartSuite unifies the entire audit lifecycle — enabling auditors to plan efficiently, execute fieldwork consistently, and improve remediation outcomes.
Audit Planning, Visibility & Cross-Enterprise Insight
Centralize annual plans, scopes, objectives, testing plans, evidence, findings, and working papers in one system.
Monitor audit progress, task completion, issues, risk ratings, and overall audit plan status at a glance.
Provide executive management and internal audit leadership with transparency across all audits, departments, and risk areas.
Connect risks, KRIs, controls, and findings to determine high-priority audit areas.
Attach evidence, notes, and test details directly to procedures for complete audit traceability.
View trends across operational, IT, finance, compliance, and strategic audits.
Workflow Efficiency, Testing Automation & Collaboration
Enforce consistent audit steps, templates, testing procedures, and documentation standards across the entire audit department.
Streamline document collection with workflow-driven requests, automated reminders, and compliance validation.
Perform testing directly in SmartSuite with structured procedures, test results, and automated status updates.
Route findings for owner review, prioritize based on severity, and track remediation progress with automated alerts.
Use in-record conversations, @mentions, and email integration to centralize communication for each audit.
Use AI Assist to summarize audit results, generate draft audit reports, or create executive-level briefings.
Governance, Assurance & Organizational Confidence
Maintain complete activity history, approvals, and documentation for internal and external audit assurance.
Connect audits to related risks, controls, KRIs, compliance requirements, and issues for a holistic assurance view.
Ensure sensitive audit documentation is only accessible to authorized stakeholders with granular permissions.
Track corrective actions, due dates, and verifications to ensure timely closure and oversight.
Support internal audits, IT audits, SOX testing, regulatory audits, and thematic reviews in one unified system.
Customize workflows, templates, risk scoring models, and dashboards without depending on IT or developers.
Modernize Audit Workflows with Connected Data and Collaboration
SmartSuite helps audit teams move beyond spreadsheets and disconnected tools. Collaborate seamlessly with risk and compliance teams, automate repetitive tasks, and focus on the insights that matter most.
How the SmartSuite Platform Powers Internal Audit
SmartSuite’s platform connects planning, fieldwork, and reporting in one integrated system — enabling audit teams to operate with greater efficiency, traceability, and assurance. Every capability is built to enhance audit precision and visibility while reducing administrative effort.
Customize your audit universe, risk assessments, and workpaper templates to fit your organization’s unique methodology.
Keep audits on schedule with automated task routing, reminders, and sign-off notifications.
Generate draft summaries, executive reports, and trend analyses instantly.
Connect audits, findings, risks, and controls within a single ecosystem for seamless traceability.
Monitor audit progress, findings, and issue closure rates with dynamic dashboards.
Protect sensitive audit data with precise access controls and maintain a full audit trail of all changes and sign-offs.
Link Risk, Control, and Audit Data for Traceability
SmartSuite’s relational data model links risks, controls, and audit activities, creating a single source of truth. This structure ensures that auditors always have full context — connecting findings to their underlying risk and control framework for complete coverage.
Streamline Fieldwork and Reviews
SmartSuite simplifies audit execution with automated task assignments, evidence tracking, and review workflows. Team members collaborate in real time, while reviewers and management can monitor progress and provide feedback directly in the platform.
Gain Continuous Assurance Through Dashboards
SmartSuite dashboards provide real-time insights into audit progress, risk coverage, and issue remediation. Audit leaders can identify trends, measure performance, and provide data-driven assurance to executive and audit committees.
AI Assist and Governance Streamline Reporting and Assurance
AI Assist helps audit teams summarize findings, prepare reports, and identify recurring issues faster, while SmartSuite’s governance features — version control, audit logs, and role-based access — ensure transparency and consistency throughout every audit cycle.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Seamlessly — Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
The Platform That Connects Audit, Risk, and Compliance
SmartSuite combines automation, integrations, and data governance in one secure system.Link findings to risks, controls, and remediation actions to improve transparency, consistency, and audit quality.
Role-Based Capabilities for Internal Audit and Assurance
SmartSuite empowers every member of the audit ecosystem — from executives to field auditors — to plan, execute, and report with confidence. Each role leverages connected data, automation, and dashboards to strengthen assurance and enhance collaboration across the three lines of defense.
Executive Leadership
Chief Audit Executive (CAE)
Oversees the annual audit plan and reports to the board and audit committee.
- Benefit Statement:
SmartSuite gives CAEs complete visibility across the audit lifecycle — enabling them to manage coverage, track risk trends, and deliver data-backed insights to leadership.
- Benefit Source:
Risk-linked audit planning, real-time dashboards, automated issue tracking, and executive-grade reporting tools.
Audit Oversight
Monitors coverage, engagement status, key risk indicators, and open issues.
Strategic Alignment
Links annual audit plans to enterprise risks and strategic objectives.
Board & Executive Reporting
Generates automated reports summarizing assurance activities and remediation progress.
Executive Leadership
Audit Committee Chair / Board Member
Provides governance oversight of the audit function, risk management practices, and management’s remediation efforts.
- Benefit Statement:
SmartSuite gives board members clear visibility into audit results, risk trends, and organizational accountability — enabling stronger oversight.
- Benefit Source:
Summarized dashboards, aggregated risk scoring, and transparent corrective action tracking.
Audit Visibility
Reviews engagement results and risk ratings across departments.
Governance Oversight
Evaluates remediation progress and emerging risk themes.
Data-Driven Assurance
Accesses concise insights that enhance board decision-making.
Audit Leadership
Audit Director / Senior Audit Manager
Oversees annual audit planning, resource allocation, audit methodology, and program execution across multiple engagements.
- Benefit Statement:
SmartSuite helps audit leaders optimize planning, manage capacity, and ensure audit quality across the entire function.
- Benefit Source:
Risk-based planning tools, centralized engagement tracking, and automated issue lifecycle management.
Risk-Based Planning
Builds dynamic audit plans tied to enterprise risk assessments.
Engagement Management
Monitors fieldwork progress, review cycles, and quality checkpoints.
Issue Tracking
Oversees open findings, due dates, and remediation effectiveness.
Audit Leadership
Audit Manager / Engagement Lead
Leads individual audit engagements, manages scoping, conducts oversight of fieldwork, and ensures timely reporting.
- Benefit Statement:
SmartSuite streamlines audit execution end-to-end, enabling managers to stay aligned with scope, track progress, and maintain audit quality.
- Benefit Source:
Configurable planning templates, automated review workflows, and progress dashboards.
Planning & Scoping
Defines objectives, risks, and controls using standardized templates.
Workflow Automation
Automates task assignments, review reminders, and follow-up requests.
Progress Monitoring
Tracks testing completion, review notes, and sign-offs in real time.
Operational Audit Team
Senior / Staff Auditor
Executes testing procedures, gathers evidence, documents findings, and supports fieldwork activities.
- Benefit Statement:
SmartSuite simplifies the testing lifecycle, accelerating evidence collection, improving documentation quality, and ensuring traceability.
- Benefit Source:
Integrated workpapers, embedded checklists, evidence upload tools, and linked records.
Workpaper Management
Documents procedures, attaches evidence, and addresses review notes.
Linked Records
Connects findings to related risks, controls, and process owners.
Issue Documentation
Logs observations, captures root causes, and routes findings for management review.
Built for Every Role in Internal Audit
Whether you’re a Chief Audit Executive, Audit Manager, or Staff Auditor, SmartSuite provides the tools to manage planning, testing, and reporting with clarity, speed, and confidence.
Flexible Pricing Designed for Every Organization
Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.
User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.
Solution-Based Pricing
is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.
User-Based Pricing: Simplify Access Across Every Team
Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.
- One per-user license for all SmartSuite solutions.
- Ideal for organizations connecting workflows across departments.
- Seamlessly scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- SSO
- SCIM User Provisioning
- SCIM-Synced User Groups
- Audit Logs
- IP Address Restrictions
- Data Loss Prevention (DPL)
- European Data Residency
- Premium Support
Solution-Based Pricing: Purpose-Built for Enterprise Scale
For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based Pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.
- Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
- Purpose-Built for Scale — Designed for enterprises managing thousands of users.
- Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
- Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract Management
- Policy Management
- Regulatory Change Management
- SOC 2 Compliance
- CRI Profile Compliance
- Control Framework & Regulatory Libraries
- Compliance Assessments & Testing
- ESG & Sustainability Management
Compare Our Pricing Models
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.
- Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
- Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
There is no cost. However, there are additional eligibility requirements to join.
First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!
Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Flexible Pricing for Modern Audit Teams
SmartSuite offers both per-user and per-solution pricing to fit your audit program’s size and complexity.Scale your implementation confidently — from small teams to global audit functions.
Featured Resources
Explore through leadership, case studies, and insights from financial services leaders.
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What’s New
Every new feature, improvement and announcement, with the plans each one is available on.
Explore Further
Learn more about how SmartSuite helps internal audit teams modernize processes, increase collaboration, and deliver continuous assurance.
Getting Started with SmartSuite
Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.
Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.
See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.
Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.
Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.
Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.
Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.
Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.
Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.
Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.
Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.
Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.
Resources to Help You Modernize and Streamline Audit Management
Access case studies, product guides, and webinars that show how audit teams use SmartSuite to connect data, reduce manual work, and deliver assurance faster.