Built by a controller.
For controllers.
auditplan solves a problem I experience every month myself. Not a product from the ivory tower — from the trenches.
Panos Pagonis
I work as a Senior Analytics Engineer in Controlling at a mid-market company. Every month I see the same process: DATEV export, Excel, manual reconciliation, error hunting — before a single line of analysis is written. auditplan is my evenings-and-weekends project.
The idea
It started with a completely normal monthly close. The accounting team had finished all bookings — my work began. DATEV export, Excel, formulas, build the P&L, update slides. Three days of preparation for a report management reads in five minutes.
The frustrating part isn't the work itself. It's that every step is manual, error-prone, and not reproducible. Every figure a small mystery: where does this come from? Which Excel? Which version?
auditplan answers this with a complete audit trail. Every figure traceable to its source booking. This isn't a new idea — it's the standard requirement of every auditor. In mid-market daily practice, it rarely happens.
Why local?
DACH controllers don't upload their financial data to a startup's server. That's not distrust — it's professional standard. Financial data is confidential, GDPR-relevant, and often subject to internal compliance rules.
That's why auditplan runs locally on your machine. Data never leaves your device. No server, no sync, no vendor lock-in.
Principles
- No controller data leaves the device. Local-first is an architecture decision, not a feature.
- Every figure is traceable. No "where does this come from?" — one click, one source line.
- Errors explained, not just flagged. "Row 47 — missing amount" helps. "CHK_004 failed" doesn't.
- DATEV-first. Solve the most important problem for the most DACH controllers first.
- No custom code per client. Configuration via YAML — no lock-in, no black box.
Current status
auditplan is currently in beta. The core engine is complete: DATEV EXTF (SKR03 + SKR04) and Business Central are processed, 20 validation rules run automatically, and the close pack is exported as a 6-slide PPTX and XLSX — with a full audit trail. v1.0 is planned for Q2 2026.
Beta testers get free access, personal support, and direct influence on the product.
Interested? Get in touch.
As a beta tester, you test auditplan for free with your own DATEV data and help shape the product.