For a national audit practice balancing RSM Orb methodology, growth and inspection-ready quality: automate routine testing while keeping every output traceable to source.
Jonathan,
A cake is probably not the usual way audit technology lands on your desk.
But the message is simple: Oblex helps supercharge audit teams by reducing the time spent on testing and documentation, while keeping every output traceable to the source evidence.
Your work on RSM Orb and setting new audit process standards across the international network stood out. It looks like a big part of your role has been making sure audit teams work from a consistent methodology, not just giving them another tool to manage the process.
That is why I thought Oblex could be relevant. As RSM brings in more technology, the real test is not just whether it saves time, but whether the output is clear, reviewable and properly tied back to the firm’s methodology, testing and evidence.
That is where Oblex can help.
I have put together a 1-minute demo below. If this is relevant to how RSM is thinking about methodology, quality indicators and the future of testing, the natural next step is a 20-minute call.
The world’s leading audit firms, including 3 of the Big Four, are using Oblex to make testing a piece of cake.
Full demo and technical walkthrough available on request.
| Sample | Invoice | Description | Amount (Ledger) | Amount (Doc) | VAT | Cut-off | Confidence | Status |
|---|---|---|---|---|---|---|---|---|
| GL-2025-0003 | INV-2025-001 | UK group audit · software licence | £120,500 | £120,500 | ✓ | ✓ | Reviewed | |
| GL-2025-0007 | INV-2025-004 | Component inventory purchase · hardware | £27,793 | £31,596 | ✓ | ✗ | Flagged | |
| GL-2025-0010 | INV-2025-009 | International service contract · quarterly | £97,800 | £97,800 | ✓ | ✓ | Reviewed |
INV-2025-004.pdf p1 r3Tailored to the specific control, risk, and engagement context.
Auditable and fully traceable to ISA criteria and source evidence.
Drafted from test results, linked to source — partner-review-ready.
Every output linked to standard, evidence and judgement.
Specialised agents coordinate classification, matching, testing, evidence retrieval, and traceability.
Field result
Substantive testing efficiency gains in client deployments.
Measured across top-10 global audit firms and regional firms
Advised the world's leading professional service firms and F100s on AI strategy and transformation. At Oblex, he leads product direction, commercial strategy, and partnerships with audit teams.
One of the world's leading researchers in explainable AI, and has applied it to build Oblex's proprietary technology.
Plus a forward-deployed team that integrates into the firm during deployment
Former Big 4 auditors
Lead methodology configuration, audit standards mapping, and engagement onboarding — applying audit experience from the inside to how Lattice is set up at the firm.
Senior engineers
Lead deployment and integration into firm systems — audit management software, ERPs, Microsoft Teams and Outlook — plus ongoing platform support.
Change management experts
Former MBB consultants supporting auditor onboarding, customer success, and change management at both individual and firm level.
See the full Oblex platform, product details, and the research behind Lattice.
Visit oblex.ai