About Custom Client Solutions Services

---

Every firm works differently — and that’s where WiseBridge Global truly stands out. Our Custom Client Solutions go beyond staffing and standard templates. We design processes that evolve with your firm's vision, incorporating AI, automation, and smart analytics into your audit, review, or accounting workflows.

Whether you're transitioning tools, streamlining tasks, or seeking strategic outsourcing with value-added insights, we build the bridge between your current state and future potential.

AI-Integrated Audit Support Workflows

• Integration of AI-powered tools into audit steps (data extraction, risk assessments, etc.) 
• Assistance in designing workflows that optimize AI for sampling, confirmations, and analytics
• Advisory on industry-leading AI tools and how they align with U.S. audit methodology

Workflow Design & Process Optimization

• Mapping and redesigning engagement workflows for consistency, speed, and documentation quality 
• Standardization of task lists, templates, and communication flows
• Clear hand-offs and structured review cycles between onshore and offshore teams
   

Tool Transition Support

• Assistance in transitioning to modern tools like CaseWare, Suralink, FloQast, or AdvanceFlow 
• Template setup, archival migrations, and user training
• Ongoing support for platform integration and troubleshooting
   

Custom Dashboard & Report Building

• Creation of Excel or Power BI dashboards for real-time visibility into audit status, risks, and PBCs 
• Firm-specific KPIs, timesheet analytics, or financial close tracking
• Visual automation of checklists and review sign-offs
   

Flexible Staffing Model

• Choose between dedicated resources for consistent workflow or shared teams for volume-based support 
• Onboarding tailored to your firm's culture, standards, and expectations
• Flexibility to scale support across multiple engagement types

Built Around You: We don’t plug you into a system — we build one for you
Strategic Advantage: Move from task outsourcing to workflow transformation
True Partnership Model: We co-own your success and evolve with you
Future-Proof: We bring innovation without sacrificing audit discipline