Everything you need to know to manage audit confirmations efficiently.
Audilynx is an audit confirmation management platform that lets audit firms send, track, and manage balance confirmation requests with third parties — banks, creditors, debtors — digitally.
Create an account at auth.php. A verification link is sent to your email — click it to activate your account.
After verifying, you're directed to the Pricing page. Select a plan (including a free tier if available). Plans control your engagement limits, contact limits, and features like templates and reminders.
An engagement is one audit client. Add contacts (third parties) within it — each gets a unique secure link for responding. No email setup is required — Audilynx sends everything for you automatically.
Send requests in one click. Monitor responses in real time, flag differences, set automatic reminders, and export reports.
Configure your firm profile and security. Email sending is handled automatically — no setup required for most firms.
Go to Settings → Profile to update your firm name and contact details. This name appears in confirmation emails sent to third parties.
Audilynx sends every confirmation request, reminder, and authorisation letter on your behalf automatically — there's nothing to configure. Your clients and third parties always receive emails at their own registered address, no matter which sender is used.
Firms on the Enterprise plan may optionally configure their own sender email so confirmations appear to come from their own domain (e.g. audit@yourfirm.com) instead of Audilynx's default address.
| Provider | Best For | Notes |
|---|---|---|
| Gmail (App Password) | Small firms using Google Workspace | Enable 2FA on Gmail; generate an App Password |
| Outlook / Office 365 | Firms on Microsoft 365 | Use SMTP with your work credentials |
| SendGrid | High-volume sending | Requires a free SendGrid API key |
| Resend | Developer-friendly sending | Free tier available |
| Custom SMTP | Any other provider | Enter your host, port, username and password |
This option appears under Settings → Email Settings only for Enterprise plan accounts. All other plans use Audilynx's default sending — fully managed, no setup, no maintenance.
Change your password and enable Two-Factor Authentication (2FA) under Settings → Security. See the Security & 2FA section for details.
Your plan controls how many engagements and contacts you can manage, and which features are available.
After signing up and verifying your email, you're prompted to choose a plan on the Pricing page. Plans are set by the administrator and vary in price, duration, and features.
| Feature | Description |
|---|---|
| Email Templates | Access to the Confirmation, Authorisation Letter, and Reminder templates |
| Automated Reminders | System automatically follows up with non-respondents on a schedule |
| Export to Excel/PDF | Export response data and reports |
| API Access | Programmatic access to your engagements and responses |
| Custom Branding | Use your firm's logo and colours in emails |
Go to Subscription (sidebar) to view your current plan, usage percentages (engagements, contacts, team members), and available upgrade options. Only the account Owner can manage billing.
An engagement represents one audit client for a specific financial year-end. All contacts and confirmation requests are organised under an engagement.
Go to Engagements → New Engagement.
Enter: Client name, Engagement type (Receivables or Payables), Year-end date, and optional reference number.
Save — the engagement is created with Draft status.
| Status | Meaning |
|---|---|
| Draft | Created but no confirmations sent yet |
| In Progress | Confirmations have been dispatched |
| Completed | All responses received; engagement closed |
| Cancelled | Engagement cancelled before completion |
Receivables — Confirm balances owed to your client (e.g. bank balances, debtors). Payables — Confirm balances your client owes (e.g. creditors, loans).
Contacts are the third parties (banks, creditors, debtors) who receive and respond to confirmation requests within an engagement.
Open an engagement and click Add Contact. Enter:
The number of contacts you can add is controlled by your subscription plan. View your usage on the Subscription page.
Confirmation requests are sent to third-party contacts via email. Each contains a unique secure link for the recipient to confirm or dispute the balance.
Go to Confirmations and select an engagement.
Click Send Confirmation next to a contact — or Send All to dispatch to every contact in the engagement at once.
The contact receives an email with a secure link. They click it, review the balance, and either confirm or indicate a difference.
The confirmation page shows the balance to be confirmed, your firm's authorisation letter, and a response form. No login is required — the link is unique and time-sensitive. The contact always receives the email and any reply notifications at their own registered email address — this is never affected by whether your firm uses the default sender or a branded Enterprise sender.
| Status | Meaning |
|---|---|
| Pending | Email sent; awaiting response |
| Confirmed | Contact agreed with the balance |
| Disputed | Contact provided a different figure |
| Partial | Contact confirmed with qualifications |
Three professionally designed templates are pre-loaded for every account that has the Email Templates feature enabled on their plan.
| Template | Purpose | Sent When |
|---|---|---|
| Confirmation Request | Main request asking the third party to confirm a balance | When you send a confirmation |
| Authorisation Letter | Formal letter authorising the third party to disclose information | Attached to confirmation or sent separately |
| Reminder | Follow-up for contacts who haven't responded | Manually or via automated reminders |
Use these placeholders in templates — they are automatically replaced when the email is sent:
| Variable | Replaced With |
|---|---|
{firm_name} | Your audit firm's name |
{client_name} | The audit client name |
{contact_name} | The third party's name |
{contact_email} | The third party's email |
{balance} | The balance amount to confirm |
{year_end} | The engagement year-end date |
{response_deadline} | Deadline for response |
{confirmation_link} | Unique secure response link |
{signatory} | Your firm's authorised signatory |
{reminder_number} | Reminder sequence number (1, 2, 3…) |
Track all incoming responses and identify balance differences automatically.
Go to Responses to see all responses across all engagements. Filter by engagement, status, or date. You can also export to Excel.
When a contact confirms a different balance than what was sent, the system flags it as a difference. Go to Differences to review, add investigation notes, and mark them as resolved.
Click Export to Excel on the Responses page to download a full CSV of all responses, including contact names, balance sent, balance confirmed, and any differences noted.
Automated reminders follow up with contacts who haven't responded to confirmation requests.
When enabled, the system automatically sends follow-up emails to contacts whose confirmations are still pending after a set number of days. You can also trigger reminders manually from the Engagements page.
On the Engagements page, click Send Reminders on any engagement to immediately send a reminder to all pending contacts in that engagement.
The Reminder Notice template is used automatically. Customise its wording under Email Templates.
Analyse your engagement performance and export data for working paper files.
The main dashboard shows at-a-glance metrics: total engagements, confirmations sent, responses received, response rate, and pending items.
Go to Reports for detailed breakdowns by engagement type, status, response rate over time, and top clients. Use the print button to save as PDF.
The Audit Trail records every action taken in the system — who sent what, when, and any changes made. This is useful for quality review and regulatory compliance. Export it as CSV.
Invite colleagues and assign them roles with different levels of access.
| Role | Can Do | Cannot Do |
|---|---|---|
| Owner | Full access — billing, team, all features | — |
| Admin | Manage team, templates, all engagements | Billing / subscription |
| Manager | Create engagements, send confirmations, view reports | Team settings, billing |
| Auditor | Send confirmations on assigned engagements | Create engagements, team, billing |
| Viewer | View dashboard and reports only | Create or modify anything |
Go to Team → Invite Member.
Enter the colleague's email and assign a role. An invitation email is sent.
The invitee clicks the link, registers with a password, and is immediately added to your team.
Protect your account with two-factor authentication (2FA) and strong passwords.
Go to Settings → Security to enable 2FA. Two methods are available:
| Method | How It Works | Requirements |
|---|---|---|
| Google Authenticator | Scan a QR code with any TOTP app (Google Authenticator, Authy, etc.) and enter a 6-digit code on login | A smartphone with an authenticator app |
| Email OTP | A 6-digit one-time code is emailed to you on every login | Access to your registered email inbox |
Go to Settings → Security → Change Password. Enter your current password, then your new one (minimum 6 characters). Your session is regenerated after the change.
Sessions are protected with HttpOnly and SameSite=Lax cookie flags. Session IDs are regenerated on login and every 15 minutes during active use. Login is rate-limited to 5 attempts per 15 minutes.
No. Free plans expire after the period set by the administrator (e.g. 30 days). Once expired, you cannot re-subscribe to the free plan and must upgrade to a paid plan to continue.
Audilynx sends all confirmations automatically — there's no email setup required. If sending fails, the most common causes are: your contact limit has been reached for your plan, the engagement has no contacts added, or your subscription has expired. Check your Subscription page or contact support if the issue persists.
No. By default, Audilynx sends every email — confirmations, reminders, and notifications — through its own managed email system at no extra effort. Only Enterprise plan firms have the option to configure a branded sender email if they want emails to appear from their own domain.
Email templates require the Email Templates feature to be enabled on your plan. Check your plan under Subscription. If the feature is included and templates are still missing, visiting the Templates page will automatically seed the three default templates.
No. Only the account Owner can access the Subscription and Billing pages. Other roles do not see these menu items.
You are redirected to the Pricing page with a "Plan Expired" notice. Your existing data is not deleted. Choose a new plan to regain access. If your expired plan was a free plan, you must select a paid plan.
Yes. Contact names and email addresses are encrypted at rest. All pages require authentication. CSRF tokens protect every form. Security headers (X-Frame-Options, X-Content-Type-Options, etc.) are sent on every request. Brute-force protection limits login attempts to 5 per 15 minutes.
Every significant action (creating an engagement, sending a confirmation, adding a team member, changing settings) is logged with a timestamp and the user who performed it. Go to Audit Trail in the sidebar to view and export the full log.
Contact your administrator or email support@audilynx.com to have your 2FA reset manually.