Product Features | The Audit Toolbar

Our Clients

The Audit Toolbar is a game-changer for auditors.

“The Audit Toolbar’s Sampling tool has revolutionized our work – tasks that used to take 10 steps can now be done in just a few clicks. The features I’ve explored are not only easy to use but represent just a small fraction of what’s available. It’s amazing to see how The Audit Toolbar is leveling the playing field between Big 4 firms with massive resources and those like ours, ensuring we have access to equally powerful tools.”

Morne Nel

Senior audit Manager at Zeelie Auditors

“I rely heavily on the GL Cleaner, Sampler, and templates in The Audit Toolbar. The sampling tool is a standout—it’s not something I’ve seen in other software. What’s really impressive is how smoothly everything works together. I can clean up data with the GL Cleaner, extract accounts into a pivot table, and then use the random sampler to quickly add the sample to one of our templates. It’s a seamless, efficient process that saves me loads of time.”

Franco Potgieter

Senior trainee at HVM Registered Accountants

“The biggest improvement since using The Audit Toolbar? Our working papers are more consistent and polished than ever. The Sampling Tool is unmatched, and if you’re unsure about trying it, the GL Cleaners will quickly change your mind!”

Alfred Mamafha

Senior Manager at AMPhakaMalele Inc

“Making use of The Audit Toolbar has streamlined our processes, making tasks easier and much quicker to complete.”

CARINA DU BRUYN

Partner at Crowe JHB

"From the very first training session of The Audit Toolbar, we knew it was a must-have for our team. It has consistently exceeded our expectations ever since."

Chloe Crous

Audit Senior at BGR Cato

"I love it and use it everywhere that I can. The Audit Toolbar team is excellent with feedback and updates based on our needs."

Andre de Jager

Managing Partner at Lloyd Viljoen

"My firm and the Audit toolbar have come a long way together. It works well within expectations and I don't have anything negative to say about it"

Wessel Wessels

Director at Renier Botha & Associates Inc

"We have enjoyed using The Audit Toolbar and find that the team behind it are exceptional. This shows in the Tool's constant updates and responsiveness of their support line"

Shaun Pullan ACCA

Head Of Business Services at Thomas Coombs

"I really love the functions that the Audit Toolbar provides like the GL cleaners, Templates and tickmarks and the sampling tool. Overall it is a massive time saver"

Ashton Kruger

Audit Manager at Enslins Inc

“What a game changer within the auditing world! Significantly reduces the time youll spend on a working paper, not only with the quick formatting, sampling tool and pulling your preferred working paper formats, but by using your GL cleaning- get any GL that you want, in an easy and understandable format. Not only would you have this but you will get a pivot table! Definitely worth giving it a try within your own accounting firm!”

Jo-Leigh Bruwer

Trainee Accountant at
Hills Howard & Associates

"With The Audit Toolbar, sampling has never been easier. I can easily review how my associates sample data, and the simplicity makes it a breeze to train new team members. It's a true timesaver for our audit process!"

Isaac Wachira

Director at
Eurisk Consulting

"We've found the Ledger Cleaners and Tick Marks super helpful, and there are plenty more features that make a difference for us. The Audit Toolbars training is top-notch, which you rarely get with other software. Its all about saving time and making audits faster and easier."

Belinda Makono

Audit Associate
Sahara Chartered Certified Accountants

"With the GL Cleaner, our team has cut down GL management time from a grueling 12 hours to a breezy 3 hours, even on an expanded ledger! The Audit Toolbars lightning-fast support is unmatched, and they constantly use our feedback to improve. My advice? Watch the demo. If it doesn’t win you over, you’re either not in the trenches like we are or your staff is exaggerating their productivity!"

Tyron Truter

Assurance Manager at
HVNS Accounting Services (Pty) Ltd

"The Audit Toolbar has revolutionized our workflow by standardizing our sampling process and creating consistent, organized Excel working papers. The seamless conversion of these working papers into a single audit solution is unmatched by any other software we’ve tried. My advice to those on the fence? If you want structured and efficient work, jump the fence and join the Toolbar team!"

Franscis Ugango

Partner at Crowe
Erastus & Co (Crowe Kenya)

"The Audit Toolbar has transformed our sampling process—what used to take forever is now done in no time! The support and feedback from the development team are top-notch, and it's not just for auditing either. We've found so many accounting uses for it that the whole office is benefiting. It’s truly become an essential tool for our entire team!"

Anjé Pietersen

Junior Trainee at
HVM Audit Inc

"The Audit Toolbar has been an absolute game-changer in streamlining our audit workflow! It simplifies documentation, improves review efficiency, and ensures compliance with ease.
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The integration with Excel and other audit software is seamless, making it an essential tool for any audit team looking to enhance productivity."

Nina Willemse

Audit Manager
at Streets

"Our auditing practice, Hugh Strickland & Company, has been using The Audit Toolbar for the past 18 months. The Audit Toolbar links audit risk to the size of the audit sample. It ensures that we comply with the requirements of audit standards. My audit staff are very happy with this product."

Hugh Strickland

Managing Partner at Hugh Strickland & Company

“My most exciting part of my day is when I open up The Audit Toolbar because it's easy to use, and cuts my time cleaning GL’s, doing completeness tests and opening balances to less than 10% of the time I would have spent. The Audit Toolbar saves me so much time”

Stephené de Jongh

Audit Manager
at Equifin

“I've saved copious amounts of time using The Audit Toolbar. The sampling tool and the match-up function have been especially useful—particularly for checking opening balances. I genuinely love this tool; it’s become an essential part of my audit workflow."

Johan Massyn

Audit Manager at
Massyns & Associates

"The Audit Toolbar has been a game-changer for our firm. From GL Cleaners to the sampling tool, it's saved us countless hours by cutting through the grunt work and helping us focus on what really matters in auditing. The consistency in quality and time-saving efficiency is unmatched and the after-sales support is absolutely incredible. It's more than just a tool; it's added real value to how we work."

Angela Scholtz

Training Officer at
Vos Steyn Labuschagne

"When we first signed up, we had a gap that needed to be filled, The Audit Toolbar is the perfect tool to fill that gap. It has been great from using it. It has enhanced our analytical work. As we learn more, we find out about more functions that are added and improved that enhance our skills."

Kobla Quashie

MQA Chartered Accountants and Management Consultant

"Moore Zimbabwe has experienced a reduction in time spent on the mundane tasks around working papers, improved consistency throughout the firm and file management and documentation. We love the great after sales support and training available 24/7 through PLATE. If you want quality, great after sales support and heightened efficiency from your team then you need The Audit Toolbar. It's easy to integrate and simple to use. I honestly don't know how we did it before we partnered with the Audit Toolbar team."

Tariro Zinyama

Audit Manager at Moore Zimbabwe

“The Sampling tool saves you a lot of time in extracting data. It is also very nice that it cleans the GL for you.The Audit Toolbar is definitely value for money."

Madelein Mans

Associate at MFG Accountants

“The Audit Toolbar saves us so much time. Creating a pivot table takes us a few minutes rather than hours. We enjoy using it in our audit processes. The GL cleaners and its ability to work with many accounting packages is a real time saver. "

Francois Rall

Manager, Business Services, DJ Oosthuizen Accountants & Auditors

"The sampling tool has helped revolutionise our audits. Particularly for sampling of large volumes of transactions like bank and cash where there are multiple cashbooks/bank accounts. We are able to save half a day of work using this function."

Malcolm Chipangura

Audit Supervisor, Alchemy Financial Services

"The Audit Toolbar has become an essential part of our audit process. I honestly don’t think we could work without it. The sampling tool helps us make sense of large data sets quickly and efficiently. It’s perfectly suited to our needs and has significantly streamlined our workflow."

Arno Swart

Audit Manager, Wilder Lockitch Inc.

"The Match up function is the function I use almost every week; it saves a lot of time comparing opening balances on compilations. We have very little audit work, but this application is great addition to our firm, useful even if you don’t have audit engagements."

Monica Lombard

Zomersig CA(SA) CC
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" The Audit Toolbar is a brilliant piece of software that we use every day!
I particularly enjoy the GL cleaners and how it can work with so many accounting software programs. Our team makes best use of the basic templates and it's really convenient how you can create something once and then share that with the whole team via the basic templates function. The sampling tool allows us complete random sampling without us having to get lost in showing the statistical approach."

Phano Khalema

Audit Manager, Silk Oak Auditors Inc.

" We love The Audit Toolbar and are very happy with the tool. The Sampling tool makes such a difference and we use the sampling strategies all the time. We receive such excellent service and prompt responses from the team."

Moné Human

Audit Manager, IMS Audit and Advisory Inc

"We have been using the Audit toolbar to select samples and to sort, analyse, and clean our clients' general ledgers. This tool has been incredibly helpful and has significantly reduced the time we spend on these tasks, which previously took us many hours."

Stanley Tshiovhe

Finance, ANFINC

“Since we started using The Audit Toolbar at Evolve Namibia, we’ve become so much more efficient. The working papers help us stay consistent across the team, and it’s reassuring to know our audits are meeting a clear, reliable standard. It really gives us confidence in the quality of the work we deliver.”

Daniël Kotze

Managing Partner, Evolve Namibia.

“As a Partner, the Audit Toolbar has been a real game changer for me. It’s taken a lot of the stress out of the process - just knowing we have it and seeing how much time the GL Cleaners save us, makes such a difference. We’re able to get through the data cleanup so much faster, which means we can focus more on the audit work that really needs our attention.

Freek Mulder

Partner, Nel en Vennote

"The time-saving factor of using the GL Cleaners has been a real win for us. It allows our clerks to focus on analysing the data, rather than spending hours manually cleaning it. That shift has made a big difference. Not only does the GL Cleaner help us complete our work faster, but it also gives us confidence that it’s being done accurately and consistently."

Wynand Bezuidenhout

Assistant Audit Manager, SDK Chartered Accountants.

"I have just completed an audit and am very happy with my experience using The Audit Toolbar. It helps me with all my everyday procedures - and if you’re only using it for auditing, you’re not taking advantage of its full capacity. Our working papers are now set up in a much more streamlined way, which has been a real time-saver. Being able to simply push a button and have the correct templates appear with the right methodology saves me so much extra work and frustration. I also have the reassurance that my team is always working on the correct templates - and that’s a great relief."

Gert Wessels

Audit Manager, CJ Wessels & Kie

"The GL Cleaners have saved us so much time! The time we save allows us to get more done and really focus on the audit work that matters. It’s also created extra capacity for our team, making it easier to support each other and deliver quality work."

Marthie Joubert, Baudene Simpson and Merle Rautenbach

Audit Managers, Rautenbach Auditors

"The Audit Toolbar has completely transformed the way I work! The GL Cleaning function alone has saved me days of effort — what used to take a full week now only takes about an hour. It’s unbelievably easy to use, with so many powerful functions just a click away. The Match Up feature is a standout for me, making it simple to compare last year’s data with the current year and instantly spot variances. It’s fast, efficient, and has taken my audit analysis to a whole new level!"

Albert Zano

Senior Auditor, Nolands Harare

"The GL Cleaners in the Audit Toolbar have been a real game-changer for me. At the start of an audit, time is so precious - cleaning up some messy GLs could take me an entire day, but now I can do it in just one click of a button. The unmerge and delete blank rows functions are lifesavers, especially when working with files full of merged cells, and the combine function has saved me hours when dealing with multiple tabs of account data. Getting that time back means I can focus on other critical parts of the audit and better support my team. It’s made the whole process so much more efficient and far less stressful."

Caleb Harebottle

Audit Assistant Manager, Baker Tilly JHB

"Working in The Audit Toolbar has been an eye-opener, showing me what else I can do in it. The GL Cleaner’s ability to process multiple GLs at the same time saves me so much time and allows me to accomplish a lot more. The basic templates are a great shortcut for bringing in new sheets and are easily modifiable to suite my needs. Furthermore, the autofill features makes navigating through data much quicker and easy."

Rudolph van den Bergh

Senior Audit Trainee, Baker Tilly JHB

"My experience using The Audit Toolbar has been excellent. I’ve become so much more efficient - I can now perform multiple tasks with just the click of a button. The ability to sort, combine, and clean GLs has saved me an incredible amount of time. Instead of getting stuck prepping data, I can now focus on the actual audit work. It’s helped me stay on track, avoid unnecessary problems, and concentrate on what really matters."

Bongani Shibase

Audit Trainee, Accensis

"Before using The Audit Toolbar, we spent so much time manually filtering and cleaning our GLs - especially when training junior team members, which made the process even longer. The GL Cleaners have been a huge help, saving us countless hours and even pivoting everything for us in one go. It’s improved our budgets, freed up time to focus on the more analytical parts of the audit, and honestly, it’s given us some breathing room. It’s been a real game-changer for our team."

Dentimone Naidoo

Audit Manager, SBC Chartered Accountants Incorporated

“Before The Audit Toolbar, our sampling was manual, slow, and inconsistent. Now, with just a few clicks, we generate statistically sound samples, saving huge amounts of time and freeing our team to focus on meaningful audit work. The impact goes beyond efficiency. Morale has improved, quality has risen, and auditors are more engaged. The GL Cleaner has been equally invaluable, instantly standardising messy exports from systems like Xero and QuickBooks. And the real differentiator? The team behind it. Their customer service is exceptional, listening to feedback and rolling out improvements in weeks. A refreshing experience for a smaller firm like ours.”

Jack Woolner

Audit Manager, Dux Advisory

"The Audit Toolbar is incredibly helpful. The ability to combine and clean multiple sheets has made my life so much easier. It takes care of all the time-consuming parts, freeing me up to focus on other important work. I recently worked on a GL with over 300 tabs - a task that would normally take an entire day - but with The Audit Toolbar, it was done in just a few minutes."

Shantel Jansen Van Rensburg

Audit Manager, Enslins Vryburg

"The Audit Toolbar has been a game-changer for us. It’s cut the time we spend picking samples and filtering through reports by half, which was our main goal when adopting it. Beyond saving time, it is incredibly user-friendly thanks to the built-in helper tool that explains each feature and how to use it effectively.
This efficiency means I can focus on the areas that really matter—like the actual testing process and reviewing invoices—rather than getting bogged down in repetitive tasks. It has reduced errors, streamlined our workflow, and even helped me develop my audit knowledge as a trainee by allowing me to concentrate on more important areas.
Overall, it’s done exactly what we wanted: making our process more efficient and less draining."

Aaron Meldrum

Trainee Chartered Accountant, Drummond Laurie Chartered Accountants

"The Audit Toolbar has assisted in streamlining our data validity and clean up procedures, currently being able to verify accounting records is not only quick but easily reperformable.
As a reviewer reperformance builds character… mostly frustration actually, but now reperformance is a breeze especially with samples carried out using a cleaned dataset as a source (a brilliantly formatted trend driven pivot of the ledger created) with clear steps for an opening balance check. Quick and concise evaluations of journal entries (top tier feature)!!
A big plus would be the quick access excel functions embedded in the ribbon that increases confidence amongst our trainees but honestly the best add in would be the support staff. Prompt, efficient and useful!!"

Khofhid Govender

Assistant Audit Manager – Accensis Incorporated

"The Audit Toolbar has really improved our audit process. We’ve saved a significant amount of time when it comes to sampling. The analytics have also provided valuable insights without adding extra steps. These time savings make it much easier for us to meet our deadlines and focus on other important audit tasks. It’s been a very worthwhile and helpful tool for our team."

Phillip Heyns

Audit Partner. Alberto Prins Registered Accountant and Auditors.

"The Audit Toolbar has become an essential part of our audit process. Before starting any engagement—whether it’s a compilation, review, or audit—we always use the GL cleaner first. It saves us so much time and ensures our data is ready to work with. We also make extensive use of the sampling functionality, which has quickly become a favourite in our team. The tool is simple to use, reliable, and has fitted seamlessly into our workflow. So far, we haven’t experienced any issues, and it’s been a real value-add to our practice."

Lucian Adams

Financial Accounting, Team Leader Auditing Southern Right Financial Solutions

"The Audit Toolbar has made a noticeable difference in my work, especially when cleaning up the General Ledgers in Sage. Depending on the size of the job, it can save me anything from a few minutes to several hours. For larger clients with lots of nominals, what used to be a time-consuming and manual process is now significantly faster and much more efficient. The time savings are definitely noticeable, and I am really happy to have this tool available to me. This alone makes having this tool worth it"

Saad Ahsan

Partner at Cartwrights

“Since the August update, The Audit Toolbar has been absolutely amazing. I am able to complete my sampling and data manipulation much faster, and the tool is efficient, easy to navigate, and reduces the risk of errors.
What I value most is the time it saves me-time I can now spend on my reports and addressing review notes without feeling rushed. The GL cleaning function makes testing journals much easier, and the new version gives me flexibility with cashbook and entry type cleaning as well as date formats.
Overall, it has streamlined my audit work, boosted my efficiency, and even deepened my enjoyment of using Excel in new ways. I have no complaints, The Audit Toolbar has truly added value to my day-to-day work.”

Mitchel Mashaba

Audit Trainee, Sheldon Prinsloo Inc.

"The Audit Toolbar has transformed the way we work. Its biggest impact has been creating efficiencies by reducing the time spent on detailed tasks and helping us get to outputs faster. This consistency and speed allow our team to focus on the more important aspects of the audit - adding real value to our clients rather than getting stuck in manual processes. It’s not just about meeting statutory requirements anymore; it’s about contributing to the improvement and success of our clients."

Paul Wilson

Audit Partner, L Rubin & Company Inc

Audit Smarter.
Get Home Earlier.

The Audit Toolbar is available in two editions, designed to support firms at different stages of audit maturity while maintaining consistent standards of quality and control.
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Your All-in-One Auditing Solution

Formatting & Enhancing

Analytics & Sampling

Templating & Documenting

Cleaning & Structuring

Ticking & Bashing

Why Use The Audit Toolbar

30%+

50x

40h

Our Clients

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