How do I export an audit-ready evidence package?

Once a period is locked, you can export an evidence package from the period detail page. The export generates an audit-ready PDF that includes the full close checklist, task details, status history, reviewer sign-offs, timestamps, and all attached documents.

The evidence package is designed to give auditors everything they need in a single, self-contained file. Each task includes its complete history — who created it, when statuses changed, who approved it, and what documents were attached. This eliminates the back-and-forth of auditors requesting individual pieces of evidence.

The export is available for any locked period, so you can go back and pull evidence packages for prior closes at any time. The PDF format ensures the evidence is portable and doesn't require auditors to have a ComplyBar account to review it.