Engagement process

A transparent path from first call to findings pack for technology expense and controls auditing.

1. Scoping call

We confirm the review window, cost centers, and whether the priority is expense sampling, controls walkthroughs, or vendor reconciliation. You leave with a document request list.
2. Data room & access

Finance shares ledger extracts, card exports, contracts, and approval matrices. Read-only system access, when available, is granted within five business days of kickoff.
3. Sampling fieldwork

We stratify technology vendors by spend, select samples, and test invoice amounts against contracts and approvals. Exceptions go into a living findings log.
4. Control walkthroughs

Process owners walk one purchase end-to-end—request, approval, receipt, match, payment. Gaps are noted against how the team actually works, not an idealized chart.
5. Quality review

A second TechCloudify auditor reviews severity rankings and evidence references before anything is shared externally.
6. Closing briefing

We deliver the findings pack and brief finance and operations. Remediation ownership stays with your team; optional follow-up advisory can be scoped separately.

Start with a scoping call

Bring a rough vendor count and your preferred review window. We will outline timeline and fee range.