AttestWork
AttestWork is a web workspace for audit, review, compilation, preparation, agreed-upon procedures, and examination engagements.
What AttestWork is
AttestWork is a web workspace for audit, review, compilation, preparation, agreed-upon procedures, and examination engagements. It combines workpaper templates, evidence collection, review workflows, audit reporting, and a client portal. Teams can import trial balances and general ledgers, compare account balances, and surface exceptions. The product extracts text and structured fields from scanned PDFs, images, and ledger exports; indexed engagement files, including OCR-processed PDFs, can be searched by team members and connected AI agents. Its assistant can draft procedure documentation and workpaper tables using engagement context and indexed files. Firms can connect Google Antigravity, Claude, ChatGPT, Gemini Spark, or another MCP client through an OAuth-secured connection. AttestWork tracks prepared-by-client requests and can attach responses to the related request and procedure. Preparers and reviewers must sign off, and edits reset the affected sign-off tier. WorkpaperOS says customer work is not used to train its own models; files are stored in private buckets with short-lived signed links. MCP calls are permission-checked and logged, and administrators can revoke connected clients.
Good
- Imports and compares trial balances and general ledgers.
- Searches indexed engagement files, including OCR-processed PDFs.
- Tracks client requests and related responses.
- Preparers and reviewers have required sign-offs.
- Administrators can revoke connected AI clients.
Watch out
- Trial access lasts five days.
- Professional plan rises to $115/month after three months.
- Editing work resets the affected sign-off tier.
Who it suits
AttestWork is suited to firms handling audit and related engagement work that need trial-balance review, evidence search, sign-offs, and client requests in one workspace. Its connected AI-client options may suit teams that want AI agents to search indexed engagement files.
Verdict
AttestWork combines engagement workflows with document processing, evidence search, and review controls. Its five-day trial is free, while listed Professional and Premium plans move to higher monthly rates after the first three months.
Plans and prices
From AttestWork's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Trial | Free | Premium feature access · Unlimited engagements · No card required · $0 for 5 days |
| Professional | $57.50 a month | First user included · Additional users $79/user/month or $790/user/year · 1 TB cloud storage · $57.50/month for 3 months, then $115/month; annual plan is $1,150/year |
| Premium | $92.50 a month | First user included · Additional users $179/user/month or $1,790/user/year · 10 TB cloud storage · $92.50/month for 3 months, then $185/month; annual plan is $1,850/year |
| Enterprise and Gov | Priced on request | Volume pricing · Custom onboarding · Dedicated success manager · SSO and custom hosting options · Government authentication support · Contact for large firms and government |
The facts
Each one read from AttestWork's own pages, with the date it was checked.
What it does
- AI assistance
- Its built-in assistant can draft procedure documentation and workpaper tables using engagement context and indexed files.checked 2 Oct 2026
- AI connections
- Firms can connect Google Antigravity, Claude, ChatGPT, Gemini Spark, or another MCP client to AttestWork through an OAuth-secured MCP connection.checked 2 Oct 2026
- Client requests
- AttestWork tracks prepared-by-client requests and can attach client responses to the related request and procedure.checked 2 Oct 2026
- Document processing
- The product extracts text and structured fields from scanned PDFs, images, and trial-balance or general-ledger exports.checked 2 Oct 2026
- Evidence search
- Indexed engagement files, including OCR-processed PDFs, can be searched by the team and connected AI agents.checked 2 Oct 2026
- OneDrive
- Optional OneDrive sync mirrors the configured Engagement Files folder and its descendants.checked 2 Oct 2026
- Permissions and audit logs
- MCP tool calls are permission-checked and recorded in an audit log, and administrators can revoke a connected AI client from settings.checked 2 Oct 2026
- Purpose
- AttestWork provides audit, review, compilation, preparation, agreed-upon procedures, and examination engagement workflows in one workspace.checked 2 Oct 2026
- Security
- WorkpaperOS says it does not train its own models on customer work and stores files in private buckets accessed through short-lived signed links.checked 2 Oct 2026
- Sign-off controls
- A person's preparer and reviewer sign-offs are required, and editing results resets the affected sign-off tier.checked 2 Oct 2026
- Support
- WorkpaperOS lists [email protected] for product questions and support requests.checked 2 Oct 2026
The company
- Maker
- AttestWork identifies itself as a WorkpaperOS product, and the platform is operated by WorkpaperOS, LLC.checked 2 Oct 2026
Money
- Trial balance
- AttestWork imports trial balances and general ledgers, compares balances account by account, and surfaces exceptions.checked 2 Oct 2026
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