ON DEMAND: Better Inputs, Faster Audits: Inside Juniper Square’s Admin Oversight Agent

Every audit season starts the same way. A close-pack arrives, and before anyone does work that requires judgment, someone has to confirm the numbers foot, tie across documents, and match last period’s ending balances. That is not audit work. That is data-entry QA, and it is where audit timelines go to die.

Juniper Square’s Admin Oversight Agent, Fay, runs more than 150 curated checks across financial statements, PCAPs, and supporting workbooks before the package ever leaves the GP’s desk. Every finding links back to its source page. Every calculation runs in deterministic code rather than model output, so the math is reproducible from run to run.

• What it means for your clients: fewer manual corrections and a cleaner package going out.
• What it means for your team: the mechanical first pass is already done and documented, so the handoff starts from a package that has been checked rather than one you have to check first.

Watch this webinar to see Fay run its full check library against a real close package.