Audit Feedback

STEP 01 · WELCOME

Audit Feedback — let’s start with your department

This takes about 7 minutes, saves as you go, and you can stay anonymous. First, which department are you in? The next page adapts its questions to your choice.

Keep it safe: describe patterns, not confidential records. Do not enter passwords, access keys, client names, ID numbers, health information, bank details or transaction-level data.

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STEP 02 · YOUR AREA

About your area

Questions tuned to your department. Tick what applies and add a line or two — this is where the audit finds the real issues.

Which finance areas cause the most rework or risk?

Approvals & authorisation Bank reconciliations Month-end close Budget vs actual Supplier payments Petty cash / cashbook

What finance task eats the most time or causes the most errors?

Which IT/system areas worry you most?

User access & permissions System backups & recovery ERP / finance system performance Integrations between tools Data security

Biggest IT / system risk you can see?

Which HR/payroll areas break down most?

Payroll accuracy Leave & timesheets Staff records / filing Onboarding / offboarding access Expense claims

Where do HR/payroll processes go wrong?

Where does marketing spend lose control?

Campaign budget tracking Supplier / vendor approvals Spend vs budget visibility Purchase orders Invoices / proof of delivery

What’s the main spend or supplier concern?

What do you most need reliable visibility on?

Timely & accurate reporting Risk visibility Oversight of approvals Cash-flow visibility Compliance status

What decision is hardest to make with today’s information?

Which areas affect your work most? Tell us about your area and its main concern.

How often do you deal with finance/audit processes?

In one line — your single biggest challenge or frustration right now? *

This is the most useful answer on the form — one sentence is enough.

Anything else in your area the audit should pay attention to?

STEP 03 · SYSTEMS & USAGE

What you use, know and prefer

This applies to every department. Tell us what you actually use; there is no preferred answer.

What currently works well? What is NOT working, or slows you down / creates risk? *

Tell us at least one thing that isn’t working — this is what the audit acts on.

Which business systems or platforms have you worked with?

Which business tools did you actually use this week?

How often are financial reports produced currently?

Before today, how familiar were you with Sage X3?

Which kinds of tools do you use in your role?

Finance / ERP HR / payroll CRM / customer management Procurement / inventory Reporting / BI Project / document management AI tools Spreadsheets / manual trackers

What system or type of system would you prefer, and why? Overall, what should a future system improve for your department?

STEP 04 · AREAS TO REVIEW

Where should the audit look?

Tick any areas you think deserve a closer look. You’re not accusing anyone — you’re helping us focus.

Other area — please specify

Anything specific you want the audit to know or check?

STEP 05 · AUDIT FINDINGS

Help us spot what to investigate

We’re not looking for names or accusations — just signals. Where should the audit spend its time?

Have you noticed any finance or audit process that doesn’t match the documented policy?

Yes — often Yes — occasionally Not that I’ve seen Not sure

Where do you see the same task done differently by different people? Are there places where approval or sign-off happens after the money is already spent?

Often Sometimes Rarely Not sure

Have you come across records, documents or evidence that are hard to find or missing? Is there any area where one person has too much control over a process from start to finish? What would you most want an external auditor to double-check?

STEP 06 · CONTROLS & COMPLIANCE

Controls & compliance — how it feels on the ground

Your honest read on whether the basics are actually followed. “Not sure” is a valid, useful answer.

Are approvals actually followed before money is spent?

Is there clear separation of who requests vs approves vs pays?

Can supporting documents be found when needed?

Do people only have the system access they actually need?

Any control or compliance concern you’d like to raise? (no names needed)

STEP 07 · FUTURE READINESS

What would make change work?

Think about what your team needs from any future setup. This is about outcomes and readiness, not choosing a supplier or platform.

If a critical system is unavailable, how prepared is your area to continue safely?

How clear is ownership when data or work moves between systems or teams?

When was your area last shown that important data could be restored successfully?

When someone joins, changes role or leaves, how reliably are their permissions updated?

How clear is the approval route before personal, client or employee data is used in a new tool?

How are significant system or process changes normally handled?

Which outcomes matter most from any future system change?

Reliable service & recovery Clear data ownership & location Predictable total cost Fewer handoffs & duplicate capture Strong access control & audit trail Easier reporting & integration Low disruption during transition Work during connectivity outages

What support would help your team adopt a major change?

Role-based practical training Clear process maps & SOPs A safe practice environment A parallel run before cutover A named support contact Regular progress communication Data cleanup or migration help Not sure yet

What would give you confidence that a major system change is ready?

STEP 08 · AI CAPACITY CHECK

A short problem-solving check

This is not technical and has no trick questions. Choose how you would handle two realistic situations.

How familiar are you with AI tools?

What have you used AI for, if anything?

SCENARIO 01A manager asks you to put confidential invoice data into an AI tool for a quick summary. What do you do first?

Check policy, approval and what data may be shared. Upload everything to save time. Ask the AI whether the data is confidential. Avoid AI without checking any options.

SCENARIO 02Three reports show different totals and a decision is due soon. Which approach is strongest?

Use the highest total to be safe. Verify definitions and sources, reconcile differences, then communicate caveats. Ask AI to choose the correct report. Average the totals and submit.

In one or two sentences, explain your reasoning. *

Please briefly explain your approach.

STEP 09 · RECOMMENDATIONS

What should we change or recommend?

This is where your feedback turns into action. What would you fix if it were up to you?

What would you recommend we change or improve? *

Please share at least one recommendation.

If you had to name ONE biggest risk, what is it?

Overall confidence in current finance controls

STEP 10 · TOP FIXES & REVIEW

Your top fixes & final review

Top thing to fix #1 *

Give us at least the single most important thing to fix.

Top thing to fix #2 Top thing to fix #3 Overall, how would you rate the current finance & audit setup? Anything else you want the audit team to know? Your name (optional — leave blank to stay anonymous) Email (optional — only if you're happy to be contacted)

That doesn't look like a valid email — or leave it blank.

Quick review

A snapshot before you send. Use Back to change anything.

Progress saved on this device

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Thank you — your feedback is in!

It’s been sent to the audit team (ai@ionity.today) and will help decide what to review, change and recommend. You just made the audit smarter — high five.

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