Excel Audit Tools
Custom Excel-based tools designed to standardize audit documentation, reduce manual fieldwork, and improve review clarity.
Excel Add-In
AuditTicks Pro
Custom Excel audit add-in for standardized tickmarks, workpaper formatting, references, review tools, and audit documentation support.
AuditTicks Pro adds a custom Excel ribbon for tickmarks, annotations, references, templates, review tools, and formatting utilities.
Purpose
AuditTicks Pro is designed to make audit workpapers faster, cleaner, and more consistent by standardizing common documentation actions from a dedicated Excel ribbon.
Problem
Audit documentation often becomes inconsistent when tickmarks, legends, references, formatting, annotations, and review notes are recreated manually across workpapers.
Approach
Built a ribbon-based Excel add-in using VBA and custom Ribbon XML. The add-in provides one-click access to standardized audit tools and documentation helpers.
Audit value
AuditTicks Pro helps reduce manual formatting, improve workpaper consistency, accelerate documentation, and make reviewer navigation clearer.
Status
In active development. The add-in is not publicly available yet, but this page will be used to share updates, screenshots, documentation, and future availability information.
Risk Assessment Matrix (Excel Template)
Risk Assessment Matrix
Configurable Excel template for scoring risks, prioritizing audit areas, and visualizing results through an automatic heatmap.
Configurable risk factors with weighted scoring and an at-a-glance risk heatmap.
Purpose
The Risk Assessment Matrix is designed to help auditors evaluate, compare, and prioritize risks using a structured scoring model in Excel.
Problem
Risk scoring can vary significantly between audits when criteria, weighting, and rating logic are not applied consistently.
Approach
Developed a configurable Excel template with customizable risk factors, weighted scoring, rating logic, and automatic heatmap visualization.
Audit value
The template supports more consistent risk prioritization, clearer planning documentation, and easier communication with stakeholders.