Control Software Evidence Collection Software For Financial Controls

EVIDENCE COLLECTION SOFTWARE

Collect control evidence while the work is happening

Q: What is evidence collection software for financial controls?

It captures and stores the proof that a financial control operated: who performed it, when, what was reviewed, what was attached, and who approved it. Strong tools collect that evidence during execution rather than asking owners to assemble it months later.

Q: Does this replace a GRC platform?

No. A GRC platform owns the risk register, control library, and board-level reporting. Process Street runs the control work underneath it, so choose it when the gap is execution, ownership, and missing proof rather than taxonomy.

Q: How does it support SOX and ICFR testing?

Control owners execute certifications, reconciliations, and access reviews as assigned workflows. Each run produces dated evidence tied to the approved procedure, which is what internal audit and external testers ask for during walkthroughs and sampling.

Q: Which controls should we automate first?

Start with the controls auditors sample most: month-end close checks, account reconciliations, journal entry review, user access reviews, and manual payment approvals. Those repeat often and create the heaviest evidence chasing.

Evidence collection software for financial controls captures proof at the moment a control runs: the preparer, the timestamp, the attached file, the approval. Process Street gives controllers and internal audit teams a workflow layer that collects evidence during close, reconciliations, and access reviews instead of reconstructing it under audit deadline.

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Internal auditor kneeling to file labeled evidence cards into a control rail.

Trusted by more than 3000 companies

PROOF AT EXECUTION

Use it when evidence lives in inboxes and shared drives

Most finance teams do not fail a control because the work was skipped. They fail because nobody can produce the signoff, the screenshot, or the version of the procedure that governed the review. Evidence collection software fixes that by making proof part of execution: a field the preparer must complete, a file the reviewer must attach, an approval that blocks the next step until granted. Every run leaves a dated record tied to a named owner, ready for the next SOX walkthrough or sample request.

Control run moving from preparer evidence upload to reviewer approval.

Where Process Street fits in your control stack

Ops

Run close checklists, reconciliations, access reviews, and control tests as scheduled workflows that require evidence, approvals, and signoff before a step can close.

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Docs

Keep the governing procedure, review criteria, and control narrative versioned in one place so collected evidence maps to the standard that was actually approved.

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What to compare before choosing an evidence collection tool

Evidence at the step

Capture files, form data, comments, and approvals inside the control run, not in a follow-up email thread.

Recurring control schedules

Launch monthly, quarterly, and event-driven control workflows automatically so evidence arrives on the control's own cadence.

Named preparer and reviewer

Assign preparer, reviewer, and approver on every control so each piece of evidence carries clear accountability.

Traceable completion history

Keep timestamps, task completions, and approval history intact so testers can trace who did what and when.

Sample-ready retrieval

Filter completed runs by control, period, or owner and export supporting evidence for a sample request in minutes.

Fit beside systems of record

Use Process Street for execution proof while the ERP, close tool, and GRC platform keep owning transactions, risk registers, and reporting.

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Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results

Linda White

Head of Technology Services, Colliers

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“A huge win. Delivers cross
functional team collaboration.”

Alex Hauer

Senior Success Consultant, Salesforce

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"It was the right choice for us. It helped our team move quicker"

Chelsea Lynch

Manager of CS operations, Bentobox

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is evidence collection software for financial controls?

Does this replace a GRC platform?

How does it support SOX and ICFR testing?

Which controls should we automate first?

Make control evidence a byproduct of the work

See how finance and internal audit teams run recurring controls in Process Street with assigned owners, required evidence, approvals, and a complete history for every period.

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