A webapp built for Charterpath that lets a charity submit everything an independent examination needs in one structured, secure place, so a volunteer accountant can spend their time examining rather than chasing documents.
Documents moved by email, one request at a time. The back-and-forth between the accountant and the charity consumed up to half the time a volunteer had available for the examination itself.
The charity uploads its financial information once, against a structure that already reflects what an examination requires. The examiner opens a complete file and works through it in one place.
The scarce resource is not accounting expertise — it is the volunteer's evening. Most of that evening was going on document logistics: asking for a file, waiting, receiving the wrong version, asking again. That is a structure problem, and it is solved by defining what a complete submission looks like before the examination starts.
So the webapp structures and secures the intake, and stops there. It forms no view on whether the accounts are sound: the judgement, and the examiner's name on the report, remain entirely the accountant's.
A charity's accounts are held in one place with defined access, rather than scattered across email threads and attachments.
What was submitted, and when, is recorded — so the examiner and the trustees can both see what the examination was based on.
Written for a charity treasurer without a finance background, not for an auditor. Plain prompts, no jargon in the upload flow.
The charity uploads what an examination needs once, prompted for each item rather than asked by email.
The examiner works through a complete, structured file in one place, with the source documents alongside.
The report draws on the submission already assembled, and the examiner's conclusion stays their own.
Built and tested by the cohort team. It makes no claim about examinations completed, which only real use will show.