Save hours every engagement
No more manual filing, chasing emails, or re-organising misplaced documents. Classification is automatic.
How it works
PBC management that runs itself
Walk in. See what's new. Grab your files. Start working. Awa handles everything between your client and your desk.
The four-step flow
Every engagement. Every document. Every time.
1
Client uploads everything
One secure drop zone. No folders to navigate, no categories to choose. Clients upload via the portal, or simply email documents to the engagement's unique inbound address — Awa picks them up automatically.
Upload via portal or email to your-engagement@in.tryawa.com
2
AI classifies & confirms
Awa reads every document and suggests the right PBC category — then asks the client to confirm. "I think this is your March bank statement from ASB — is that right?" One click, and it's filed.
AI-powered classification with client confirmation
3
Documents filed perfectly
Every document lands in the right place, every PBC item is updated, and every action is logged in the audit trail. No manual filing, no missed items, no re-organising at year-end.
Full audit trail of every document event
4
Ask for what you need
"Pull me everything for bank and cash." The Awa chat interface retrieves, packages, and contextualises your documents — by the time you've made your coffee, the download is ready.
Natural language retrieval via the chat interface
Two interfaces. Zero friction.
Awa gives clients a simple, guided experience — and gives your team a powerful chat interface for retrieval and oversight.
Client Portal
Upload everything. We'll sort it out.
- ✓Single drag-and-drop zone — no folder navigation
- ✓AI confirms what each document is
- ✓Clear view of what's still outstanding
- ✓Magic link access — no account needed
- ✓Automated reminders for outstanding items
- ✓Email-in support — just forward documents
Firm Dashboard & Chat
Ask the AI. Get your files.
- ✓Chat-first retrieval — ask in natural language
- ✓Morning digest of overnight uploads
- ✓PBC tracker with completion stats
- ✓Document preview and content search
- ✓Engagement-level access control
- ✓One-click document packaging for download
Why audit teams love it
Complete audit trail
Every upload, classification, confirmation, and retrieval is logged. Your file tells the full story.
Email-in support
Clients can forward documents directly — Awa picks them up automatically. No portal login required.
AI that understands audit
Trained on audit document categories. Classifies bank statements, GL extracts, minutes, and more with high accuracy.
Client-friendly experience
Clients get a clear, simple portal. No accounts, no software to install. Just a link that works.
Real-time PBC tracking
See exactly what's been received, what's outstanding, and what needs review — all in one place.