STARTER
$0$0
forever
For SMEs getting started with AI financial governance
- AI Financial Intelligence
- 2 data connections
- Anomaly detection
- Financial dashboards
- Email support
Structured audit,
evidence you can trace and
classification you can defend
The operating system
for financial governance
Built on the standards you report against
Ind AS
Schedule III
CARO 2020
SA 700
ICAI guidance
IFRS
SAP
Oracle
Dynamics 365
NetSuite
QuickBooks
Xero
Zoho
Tally
Close the books once, and the audit trail is already written
01
Set up the engagement
One client, one period, one reporting framework. Everything that follows hangs off that single container — preparer, reviewer, target sign-off date and the standards the engagement reports against.
ClientMeridian Holdings
PeriodFY 2025-26
FrameworkInd AS, Schedule III
PreparerArlene Fox
ReviewerNathan Reed
02
Import the trial balance
Bring the ledger in from the accounting system or a file. Amounts land in full rupees, rounding stays a display setting, and every line keeps its origin so you can walk any figure back to where it came from.
AccountDebitCredit
Cash and cash equivalents48,20,000—
Trade receivables1,51,80,000—
Trade payables—2,00,00,000
Total2,00,00,0002,00,00,000
03
Classify the accounts
Typed decision models propose a Schedule III classification for every account and show their reasoning. The auditor confirms or overrides, and those confirmations are the ground truth the models are calibrated against.
Cash on handCash and cash equivalents98%
Receivables — tradeTrade receivables96%
Sundry depositsOther non-current assets61% · review
04
Check, review and sign off
Checks run across the classified accounts, flags surface what needs a decision, and the reviewer signs off. In a firm, preparer and reviewer are always different people.
SetupDone
Trial balanceDone
AccountsDone
ChecksDone
StatementsDone
FlagsDone
Sign-offAwaiting reviewer
The platform
One connected platform for all financial governance
Whale Audit unifies audit, financial reporting, compliance, financial intelligence, due diligence, M&A and advisory into a single system — built for SMEs, enterprises, holding companies and investment firms.
Why auditors trust the work
Automation proposes; the auditor decides. Every surface is honest about who can do what.
One container for the whole engagement
Client, period and framework live in one place, and every stage hangs off it. Nothing is stranded in a spreadsheet beside the file.
Reasoning you can read
Account classification runs through typed decision models behind one swappable layer. Each proposal shows what drove it, so a reviewer can agree with the reason, not just the answer.
Permissions enforced at the API
Roles are checked on the server, every time. The interface mirrors those permissions — it hides what a role can never do and explains what it cannot do yet — but it never stands in for them.
The auditor keeps the sign-off
Suggestions change nothing until a person with the right permission approves them. Review is a ledger of decisions, not an edit to the record.
The platform is built around one engagement, and everything an auditor needs to close it.
- 7stages in every engagement, from setup to sign-off
- 5team roles, from owner to viewer
- 2people on a firm engagement: preparer and reviewer
- 1swappable layer behind every classification model
- 0classifications applied without an auditor's confirmation
Trusted by Leading SMEs, Enterprise Groups, and Investment Firms
“Whale Audit transformed our financial governance. We went from manual quarterly audits to continuous AI-powered monitoring, cutting our close time by 70%.”
Flexible Plans for Every Organization
Most popular
GROWTH
$49$39
per user / month
For growing mid-market finance teams
- Everything in Starter
- Unlimited integrations
- Automated audit reports
- Compliance monitoring
- Expert marketplace access
- Priority support
SCALE
CustomCustom
annual contract
For enterprises, holding companies, and investment firms
- Everything in Growth
- Multi-entity management
- M&A & due diligence workspace
- RBAC, MFA & audit logs
- Secure data rooms
- Dedicated advisory team
Questions, answered
What sits on the platform
See the platform01
Audit workspace
Audit planning, working papers, automated reports and approval workflows in one workspace, with AI-assisted evidence collection.
02
Financial reporting
Automated report generation with AI-powered analysis, multi-entity consolidation and dashboards for real-time business intelligence.
03
Due diligence & M&A
Secure data rooms, AI-driven due diligence analysis and an M&A workspace with automated risk assessment, valuation modelling and deal management.
