InteliInfra

Process

From ledger extract to a signed audit plan

Our custom engagement path for infrastructure spend audit planning. Every stage produces a document your internal team can keep after we leave.

  1. Intake & document request

    You appoint a finance contact. We send a short request list: trial balance excerpt for infrastructure-related accounts, prior findings, vendor lists for facilities suppliers, and the fixed-asset policy. No workshop is booked until the core extracts arrive.

  2. Category workshop

    Half a day with finance and facilities. We walk disputed invoices, agree which cost pools enter the audit population, and record judgment notes for betterments versus repairs. The output is a category map, not a slide deck of aspirations.

  3. Sampling & control design

    We draft population boundaries, sample size rationale, and a control-testing matrix tied to your approval paths and budget residual checks. Drafts circulate once for written comments.

  4. Plan sign-off & kickoff pack

    You approve the planning memo. Fieldwork owners receive the pack — sample frame, exclusion log, and test sheets — ready for execution by your internal auditors or a co-sourced team.