Datafusiontools
Exception registers that finance committees can actually use
On-site and remote financial auditing focused on policy breaches, waived controls, and the narrative your board expects before sign-off.
Policy exception reporting, end to end
We map the policies in force, pull the transactions and approvals that sit outside them, and produce an exception register with owners, amounts, and remediation status — ready for your year-end or interim pack.
Read the flagship engagement scope- Policy inventory against current finance and treasury manuals
- Exception sampling from ledgers, payment runs, and journals
- Register with severity, waivers, and follow-up dates
- Briefing notes for audit committee chairs
Related engagements
When the exception work sits beside control walkthroughs or remediation checks, we keep the same evidence trail so findings do not drift between reports.
Policy Exception Reporting
Identify, classify, and report transactions and decisions that fall outside approved financial policies — delivered as a board-ready exception register.
Internal Control Walkthrough
Trace key finance processes against policy requirements and document where practice diverges before exception testing begins.
Board Exception Pack Preparation
Turn a finished exception register into committee-ready slides, talking points, and appendix extracts for Hong Kong boards.
“They caught three recurring invoice-approval waivers our internal checklist kept rolling forward. The register language was blunt enough that the committee stopped asking for a rewrite.”
What clients remember
Finance directors come back when the register matches how their board asks questions — not when we hand over a generic findings list.
Read client storiesBring your policy set to a scoping call
Tell us which manuals apply, which period you need covered, and whether the pack is for management, the audit committee, or both.
Schedule a scoping call