Materiality

Paid#16 of 30 in External Audit Software

Materiality: A controlled audit workflow for CPA firms that need review gates and traceable workpapers. Ranked #16 of 30 in External Audit Software by our editors (6.0/10); pricing: Pricing on request; best for firms needing controlled review and audit trails.

6.0/10★★★☆☆Editor score

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At a glance

• Editor score
  6.0 / 10
• Pricing
  Pricing on request
• Best for
  Firms needing controlled review and audit trails
• Facts checked
  22 Sep 2026

• Where it wins

  • Covers planning, fieldwork analysis, workpapers, findings, and reporting
  • Required CPA rationale and sign-off create structured review gates
  • Append-only audit trails and OneDrive tenant isolation support control

• Where it doesn't

  • Pricing is handled through contact sales
  • The product is available through a selective private preview
  • Its platform and integration scope centers on web and Microsoft OneDrive

Our verdict on Materiality

Materiality is AI-assisted audit engagement software for small and mid-sized CPA firms. It brings engagement intake, evidence collection, risk and materiality planning, fieldwork analysis, workpaper assembly, findings review, and report drafting into one workflow. The product organizes engagements through planning, fieldwork, and reporting gates, with CPA review and sign-off required at each stage. Firms looking for a controlled system spanning the audit lifecycle are the clearest fit.

Its strongest differentiator is the depth of the audit workflow. Fieldwork supports tick-and-tie and journal-entry scoring, while workpapers can be assembled and cross-referenced. Findings use an AICPA format covering condition, criteria, cause, effect, and AU-C reference. Draft audit reports and opinions extend the workflow through reporting, and required rationale at review gates gives firms a defined path for approval. That combination suits teams that need more than evidence storage or task tracking.

Control features are central to the product’s operating model. Materiality includes an append-only audit trail, engagement-scoped row-level security, and OneDrive-native tenant isolation, with Microsoft OneDrive as its integration. Pricing is handled through contact sales, and the product is presented as a selective private-preview offering with firms onboarded individually. It should appeal to CPA firms prioritizing review discipline, audit history, and structured workpaper processes. Firms that need broad platform coverage, a self-serve purchase path, or integrations beyond Microsoft OneDrive may prefer a different option.

Materiality pricing

Materiality fact sheet

Materiality integrations

Materiality lists 1 integrations on its own site.

• Microsoft OneDrive

Alternatives to Materiality

• InfloBroad external-audit coverage with a free core plan and paid expansion options.9.0
• AuditFileA broad audit suite with AI, review controls, integrations, and mobile access.9.0
• AttestWorkAffordable audit automation with workpapers, client collaboration, and AI-assisted workflows.8.5

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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

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Last updated 28 Sep 2026 · How we research and update