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Resources and White Papers

Resources for automatingreview workflows

Browse white papers, internal audit checklists, guides to streamlining contract review and expense checks, and implementation case studies. Enter your email address and we will send the requested material to that address.

INDXCOMPLIANCEWhite paperThe Playbook for A…5 Steps to Reduce …24 pages · FreeWhite paperFeatured
Operational efficiencyInternal controlsReducing key-person dependency

The Playbook for Automating Review Work 5 Steps to Reduce Key-Person Dependency

A five-step guide to automating checks, reconciliation, and reviews with clear supporting evidence.

Learn the operating model for assigning review work to AI
24 pages|12 min read
INDXCOMPLIANCEPractical guideComplete Guide to …Internal Audit Che…18 pages · FreePractical guideFeatured
ISO 9001ISO 14001Internal audit

Complete Guide to ISO 9001 / 14001 Internal Audit Checklists

A practical guide to audit checkpoints you can use immediately and methods for linking findings to the relevant standard clauses.

Get checklist points tied directly to standard clauses
18 pages|9 min read
INDXCOMPLIANCESolution briefHow to Cut Contrac…in Half16 pages · FreeSolution brief
Contract reviewLegal reviewLegal

How to Cut Contract Review Time in Half

Break down legal review bottlenecks and learn a workflow where AI handles first-pass checks of standard clauses while people focus on material issues.

See where contract review time can be reduced
16 pages|8 min read
INDXCOMPLIANCEPractical guidePractical Guide to…Preventing Missed …20 pages · FreePractical guide
Regulatory changeCompliancePolicy management

Practical Guide to Regulation Watch Preventing Missed Legal Updates

Learn how to monitor legal and standards updates and build a process that prevents missed internal follow-up.

Build a repeatable process for applying regulatory changes internally
20 pages|10 min read
INDXCOMPLIANCECase studyCase Studies in Au…Expense Claim Chec…14 pages · FreeCase study
Expense claimsInternal controlsFinance DX

Case Studies in Automating Expense Claim Checks

Model cases for detecting policy violations at the request stage and reducing review workload for approvers and accounting teams.

Learn how to stop violations before approval
14 pages|7 min read
INDXCOMPLIANCEWhite paperPractical Guide to…Safely in Complian…22 pages · FreeWhite paper
Generative AICited evidenceAudit trails

Practical Guide to Using Generative AI Safely in Compliance Work

A practical explanation of how cited evidence and audit trails reduce concerns around hallucination and opaque reasoning in generative AI.

Understand where generative AI fits in review work
22 pages|11 min read

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