REPORTING & INSIGHTS

Client Visibility
Through CSS

Broniec’s Client Services System (CSS) gives clients secure, centralized visibility into audit activity, recoveries, reporting, vendor analysis, and supporting documentation throughout the engagement.

Client Services System
Audit Overview Engagement Visibility
Active
Recovered 32 claims
Open 7 claims
Pending 4 claims
Audit Progress Live Activity
Data
Review
Claims
Reporting
Analytics & Insights Exception Activity
Payments
42%
Pricing
28%
Tax
17%
Discounts
13%
✓
Recovery Tracking See claim activity and status
↗
Vendor Analysis Access built-in reporting insight
YOUR AUDIT, IN VIEW

One place to see what’s happening throughout the engagement.

CSS centralizes audit activity, recovery tracking, reporting, vendor analysis, and supporting information so stakeholders can maintain visibility without relying on disconnected updates or scattered documentation.

Engagement Overview Audit Visibility
Current engagement activity
✓
Recovery Activity Track claim status Submitted, approved, pending, and open activity
▤
Reporting Access Centralized reports Executive summaries, findings, and vendor analysis
⌁
Vendor Analysis Built-in visibility Transaction, spend, and masterfile observations
Audit Activity Engagement Progress
Visible throughout
✓
Data Engagement information received
✓
Audit Review Audit activity in progress
3
Recovery Activity Claim status and documentation available
4
Reporting Findings and final reporting
Reporting Library Information in One Place
▤
Executive Reporting Audit summaries and findings
→
⌁
Vendor Analysis Supplier activity and observations
→
✓
Supporting Documentation Organized engagement information
→
01
Follow recovery activity Maintain visibility into claim status as the audit progresses.
02
Find reporting faster Access engagement reporting and supporting information centrally.
03
See beyond recoveries Review vendor analysis and broader operational observations.
DESIGNED FOR TRANSPARENCY

A clearer way to follow the audit from start to finish.

Audit engagements involve ongoing reporting, supporting documentation, recovery tracking, and coordination across multiple stakeholder groups. CSS was designed to centralize information into one secure reporting environment.

By combining engagement visibility with structured reporting access, CSS helps organizations maintain clarity throughout every stage of the audit process.

01
Audit Activity See engagement progress

Maintain visibility into audit activity as the engagement moves forward.

02
Supporting Detail Keep information organized

Access supporting documentation and engagement information in one environment.

03
Recovery Tracking Follow claim status

Track submitted, approved, pending, and open recovery activity.

04
Reporting Access findings and analysis

Review executive summaries, detailed findings, and vendor analysis reporting.

BUILT FOR VISIBILITY AT EVERY LEVEL

Reporting access, recovery tracking, and audit insight in one client experience.

CSS brings together the information clients need to follow engagement activity, review reporting, track recoveries, and maintain visibility across stakeholders throughout the audit lifecycle.

02
↻
RECOVERY STATUS MONITORING

Track claim activity and status.

Follow submitted, approved, pending, and open recovery activity throughout the engagement.

Recovered Closed activity
Open Active review
Pending Awaiting action
03
▤
REPORT LIBRARY

Keep reporting within reach.

Access executive summaries, detailed findings, and vendor analysis reporting in one centralized environment.

Executive Summary →
Detailed Findings →
Vendor Analysis →
04
◎
AUDIT ACTIVITY TRANSPARENCY

Follow the details behind the audit.

Maintain visibility into claim status, communication tracking, and supporting documentation throughout the engagement.

✓ ✓ 3 4
05
●●●
CENTRALIZED COLLABORATION

Give stakeholders a shared view.

CSS is designed to simplify coordination between AP, procurement, finance, and audit stakeholders.

AP Procurement Finance Audit
06
⌁
ANALYTICS & INSIGHTS

Surface patterns beyond individual claims.

Review trends, recurring exception patterns, and operational insights identified throughout the audit process.

Payments
Pricing
Tax
Discounts
VENDOR ANALYSIS BUILT IN

More than recovery tracking. A clearer view of your vendor environment.

CSS includes vendor analysis reporting designed to help organizations better understand transaction concentration, vendor activity, trends, and masterfile observations identified throughout the engagement.

These reports provide additional visibility into supplier environments while supporting broader operational awareness and reporting transparency.

Vendor Transaction Counts Understand processing concentration
Vendor Analysis
Vendor A
High
Vendor B
High
Vendor C
Med.
Vendor D
Med.
Vendor E
Low

Review vendors by transaction volume to better understand processing concentration and high-activity supplier relationships.

Vendor Spend Concentration See where spend is concentrated
Spend Mix
Top vendors
Mid-tier vendors
Remaining vendors

Analyze vendors by total dollar value of transactions to identify major supplier concentration and spending patterns.

Masterfile Address Observations Surface records worth another look
◎
Similar Address Identified Multiple vendor records share related address information
Review
◎
Matching Location Potential shared location or duplicate setup observation
Review

Surface vendor listings with similar or matching addresses that may indicate duplicate vendor setups, shared locations, or masterfile inconsistencies.

Vendor Naming Similarities Identify inconsistent naming patterns
Record 01 Example Vendor LLC
Record 02 Example Vendor, L.L.C.

Identify vendors with similar naming conventions or variations that may warrant additional review for duplicate or inconsistent vendor records.

Vendor Address Update Reporting Identify potential outdated address information
Current Record Vendor Address
→
NCOA Analysis Potential Update

Utilize National Change of Address (NCOA) analysis to identify vendor records with potential address updates or outdated information.

FROM AUDIT DATA TO OPERATIONAL INSIGHT

See more than what was recovered.

CSS is designed to do more than organize audit information. By bringing recovery activity, vendor analysis, exception patterns, and reporting into one environment, it gives stakeholders a clearer view of what the audit is uncovering throughout the engagement.

That broader visibility can help organizations recognize recurring activity, understand vendor and transaction patterns, and maintain greater operational awareness as findings develop.

AUDIT VISIBILITY
✓
Recovery Activity Claim and recovery status
⌁
Vendor Analysis Supplier and masterfile observations
↗
Exception Patterns Recurring audit activity
▤
Reporting Findings and supporting information
BROADER VIEW

Operational
Awareness

A clearer view of trends, recurring exception activity, vendor patterns, and engagement findings.

Patterns Trends Visibility
SECURE. STRUCTURED. ACCESSIBLE.

Reporting visibility built for enterprise engagement oversight.

CSS is designed to support enterprise reporting environments through secure access controls, centralized documentation management, and organized reporting visibility throughout the audit lifecycle.

The platform structure is intended to simplify reporting access while maintaining organized engagement oversight and documentation transparency.

Explore Broniec Technology & Security
CSS
Centralized Client Access Secure reporting environment
01
Secure Access Controls Structured access to engagement information
02
Centralized Documentation Organized supporting information and reporting
03
Reporting Visibility Clearer engagement oversight throughout the audit
WHAT CSS SUPPORTS

Better visibility can create a better audit experience.

By centralizing reporting, recovery activity, supporting information, and engagement visibility, CSS helps clients stay informed and aligned throughout the audit process.

01
◉
REAL-TIME VISIBILITY

Maintain ongoing insight into engagement activity.

Keep audit progress and reporting activity visible throughout the engagement.

02
↗
FASTER ACCESS TO INFORMATION

Reduce the friction of finding what you need.

Centralized reporting and documentation improve accessibility and reduce delays.

03
◎
STRONGER AUDIT TRANSPARENCY

Create greater visibility throughout the audit lifecycle.

Support clearer engagement oversight from activity through reporting.

04
●●●
BETTER STAKEHOLDER ALIGNMENT

Give teams access to a shared reporting environment.

Provide reporting visibility across departments and leadership teams.

05
⌁
IMPROVED OPERATIONAL AWARENESS

See recurring patterns and exception activity more clearly.

Surface trends and recurring observations identified throughout the audit.

06
▤
MORE ORGANIZED ENGAGEMENT OVERSIGHT

Bring reporting and recovery visibility together.

Maintain structured access throughout the reporting and recovery process.

CSS FAQ

Common questions about Broniec’s Client Services System.

CSS is designed to give clients centralized access to engagement activity, recovery information, reporting, vendor analysis, and supporting documentation throughout the audit lifecycle.

What can clients see in CSS?

CSS provides centralized visibility into audit activity, recovery tracking, reporting, vendor analysis, claim status, communication tracking, and supporting documentation throughout the engagement.

Is CSS available throughout the audit or only at the end?

CSS is designed to provide visibility throughout the engagement lifecycle, helping clients follow audit activity, recovery progress, and reporting as the engagement moves forward.

Can CSS be used to track recovery and claim status?

Yes. CSS supports recovery status monitoring, including visibility into submitted, approved, pending, and open claim activity.

What types of reports are available through CSS?

CSS provides access to reporting that can include executive summaries, detailed findings, and vendor analysis reporting, along with supporting engagement information.

What vendor analysis is available in CSS?

Vendor analysis reporting can include vendor transaction counts, vendor spend concentration, vendor masterfile address observations, vendor naming similarities, and address update reporting using National Change of Address analysis.

Can different stakeholder groups use CSS?

CSS is designed to support coordination across AP, procurement, finance, audit stakeholders, and leadership teams by providing centralized reporting and engagement visibility.

Does CSS help organizations see trends beyond individual recoveries?

CSS supports broader operational awareness by surfacing vendor activity, transaction patterns, recurring exception activity, and other observations identified throughout the audit process.

SEE CSS IN ACTION

See what audit visibility looks like.

Learn how Broniec’s Client Services System helps organizations maintain centralized visibility into reporting, recovery activity, vendor analysis, and engagement progress throughout every stage of the audit process.