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⚙️ AI guided. Tech enabled.Auditors and clients work together

Audit integrity with AI guidance.

Lockstep helps teams plan, perform, and review audits with an AI guidance engine that supports both the auditor and the client. It captures reasoning. It reduces rework. It keeps independence intact.

AI guidance engine

Path is an AI guidance engine that helps users take the next right step. It ties prompts and checks to controls, tests, and evidence.

Client and auditor friendly

Clients prepare descriptions, controls, and evidence. Auditors evaluate and test. Work stays clear and traceable.

Tech enabled delivery

Increase capacity and margin with a repeatable method. Keep your methodology consistent across teams and offices.

Restoring the true intent of the audit

The client prepares. The auditor evaluates. Path makes this possible again with clear guidance and checks that reduce back and forth.

  • • Clients prepare controls, descriptions, and evidence with in-app help.
  • • Auditors focus on evaluation and testing, not rewriting narrative.
  • • Reasoning and actions are recorded for review and governance.
  • • Fewer loops. Better independence. Faster close.
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Meet Path. Your AI guidance engine.

Path learns how your firm works. It anticipates next steps. It guides both the client and the auditor from planning through evidence review. It keeps work aligned and defensible.

Example Path hint
“Before you finalize testing for Control 3.2, check evidence recency for subservice providers. I can draft the client request now and link it to the control owner.”
“This client description is missing data flow detail. Would you like a prompt that helps the client add it before review?”

Built for your workflow

Whether you're an audit firm or a service organization preparing for an audit, Lockstep has you covered.

For Audit Firms

Audit Operations

Deliver more SOC and custom audits with the same team. Automate evidence collection, testing, and reporting with Path AI.

  • • Automated evidence collection and classification
  • • Prebuilt SOC 2 programs and custom frameworks
  • • AI-powered test procedures and workpapers
  • • Auto-assemble SOC 2 Type I/II reports
Learn more about Audit Operations →
For Service Organizations

Audit Readiness

Prepare for your SOC audit with confidence. Build a complete readiness packet with AI guidance and share directly with your auditor.

  • • Step-by-step SOC preparation guidance
  • • Build SOC-aligned controls and policies
  • • AI reviews your evidence and flags gaps
  • • Seamless handoff to your audit firm
Learn more about Audit Readiness →

Enterprise grade security

Encryption, fine grained permissions, and an immutable audit trail protect evidence and reasoning.

  • • Encryption at rest and in transit
  • • Role based access control
  • • Immutable audit trail of actions and rationale
  • • Data residency options and exports
Audit Types
SOC 1
SOC 2
SOC 2+ (SOC 2 + HIPAA)
Custom
ISO 27001 (Coming soon)

Built for precision. Powered by guidance.

See how auditors and clients finish work faster with better reasoning and fewer loops.