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Strengthen and automate your controls with Zapier

Audit and controls automation connects your tools and triggers workflows across audit trail management, financial audit preparation, fraud detection, and internal controls testing.
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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Explore audit and controls use cases

Audit and controls automation connects your tools and triggers real-time actions across fraud detection, audit trail management, internal controls testing, and financial audit preparation. Build workflows that eliminate manual work and keep your entire finance stack in sync.

  • Audit trail management

    Strengthen compliance records with automated change logging, approval tracking, and exception alerts

  • Internal controls testing

    Strengthen internal controls testing with automated exception tracking, evidence collection, and status updates

  • Fraud detection

    Catch suspicious activity with automated risk scoring, case routing, and transaction alerts

  • Financial audit preparation

    Accelerate audit readiness with automated evidence collection, request tracking, and document routing

  • Automate your work, your way

    Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

Raphael Bochner, Founder and CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Transform your audit controls with Zapier

Bring more speed and consistency to audit and controls work with Zapier. Track audit trails, test internal controls, and flag fraud risks—and that’s just the start.

Audit trail management

Clear records when auditors ask

Automate audit trail capture across finance systems and approvals. Route transaction records, document changes, and exceptions into Google Sheets, Notion, or Slack for faster audit review. Keep evidence organized and searchable.

Lead generation and management

Automated audit logs

Capture transaction and approval changes automatically, then log them in Google Sheets or Notion so audit records stay current without manual entry.

Approval record capture

Record each approval step from finance workflows and store timestamps, owners, and outcomes, giving auditors a clean trail to review later.

Real-time change alerts

Alert finance teams in Slack when key records change, so audit issues surface fast instead of waiting for periodic checks.

Exception evidence routing

Route receipts, invoices, and supporting files into the right folder or tracker, making audit preparation faster and more complete.

Centralized audit history

Build a searchable record of finance activity across systems, so internal audit teams can trace decisions without chasing updates.

How it works

Audit and controls automation connects your tools, flags control failures and audit signals, and triggers workflows automatically. Surface exceptions, evidence, and risks in real time—without manually reviewing logs or chasing records.

  1. Step 1

    Connect your tools

    Integrate platforms like QuickBooks Online, Xero, NetSuite, accounting systems, and document repositories to centralize audit data.

  2. Step 2

    Define triggers

    Set conditions for control failures, missing evidence, suspicious activity, audit requests, or approval gaps.

  3. Step 3

    Automate & measure

    Send alerts, create tasks, update logs, and continuously track control effectiveness improvements automatically.

Ready to automate your entire workflow?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.