Exception Review in Minutes

OCTA Flow consolidates exception logs from a multi-person year-end audit into one account-tagged review, without manual cross-checking against thresholds.

Watch the demo

Watch on YouTube: https://www.youtube.com/watch?v=SOY0etZyZn4

Who this skill is for

For audit managers and engagement teams wrapping up year-end fieldwork. When several auditors have each kept their own exception log, someone has to merge them, apply materiality thresholds consistently, and tag every item to the right account before the review meeting. This skill does that consolidation work so the meeting starts with clean data.

How it works

• Collect the exception logs from every team member on the engagement.
• OCTA Flow merges them into one list, de-duplicates overlapping items, and tags each exception to its account.
• Materiality thresholds are applied uniformly across the consolidated list.
• The team gets one account-tagged review file with a full trail of where each item came from.

The impact of this skill

• Exception logs from the whole team consolidate into one account-tagged review automatically.
• Thresholds are applied consistently, with no manual cross-checking between spreadsheets.
• A review that took hours of coordination finishes in minutes with a clear audit trail.

Customer story

See how Monily broke its capacity ceiling with OCTA Flow: https://weareocta.com/resource/customer-stories/monily

Try it yourself

This skill is ready to use in OCTA Flow, with no setup projects and no code. Start free at flow.weareocta.com.