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Audits and checklists

More than a checklist. A whole audit tool.

Pick a ready-made template for a business transfer, cyber insurance, GDPR, IT risk assessment and more. Questions about an asset show its status from your asset register, and every issue is collected as an action point. Starter has three audits (GDPR, IT and cyber insurance), Professional all 11.

How it works

An audit ends with a list of what is missing.

Each template covers the questions a buyer, an accountant or an insurer typically asks. You mark each point as OK, issue or not relevant, and can add a note to the question. Anything you have not answered stays pending.

You link the relevant assets to the audit. On questions about an asset, you see data from the asset register: 2FA, admin access, login documentation, renewal date, notice period, owner and responsible person, and the audit can suggest the answer from them.

Every point you mark as an issue is collected on the Action points page across your active audits. You know what is missing without opening each audit on its own.

  • IT audit for SMEs
  • Due diligence checklist
  • Action plan
app.ejerblik.com/audits
Transfer

Find the gaps before the buyer does.

The business transfer audit covers assets, access, contracts, GDPR, domains and handover readiness in 6 sections and 29 questions. These are the things a buyer looks into during due diligence.

A typical example: the domain was registered by the agency that built the website, and it is still in the agency's name. The audit asks whether every domain is registered in the company's name, and if the answer is no, it becomes an action point you can fix while there is still time.

You go into the negotiation with documentation instead of explanations. The transfer audit is one of the 11 that come with Professional.

  • Due diligence checklist
  • Selling the business
  • Domain ownership
Insurance

Answer the insurer with documentation.

The cyber insurance audit gathers the requirements insurers set before cover or renewal: access control, backup, incident response and training.

In practice, many of the answers are already in the register. Do the critical assets have two-factor authentication (2FA), and is admin access documented? The audit shows the asset data next to the question, so you do not have to look it up.

The insurance questionnaire becomes a matter of sending the answers, not finding them. And the points that are not in order go on the list of action points.

  • Cyber insurance requirements
  • Two-factor authentication
  • Backup and incident response
Follow-up

An audit is not done just because it is answered.

Each audit gets its own report with the answers section by section, the issues that need action, and an overview of the linked assets. You can print it or save it as a PDF.

When you archive the audit, Ejerblik suggests a follow-up in the year wheel six months ahead, so the review is repeated instead of forgotten.

You can show that the company reviews its affairs regularly, and not only when someone asks.

  • Audit report
  • Year wheel
  • Regular review
What you get

From questions to action

Status from the asset register

On questions about an asset, 2FA, admin access, login documentation and renewal date are already on screen. You never answer the same thing twice.

Action points in one place

Every point you have marked as an issue is collected across your active audits, so you know exactly what is missing.

A report for every audit

With date, answers and issues, ready to save as a PDF and send to an adviser, accountant or buyer.

Build your own audit

Start from a blank audit and define your own sections and questions if no template fits the job.

What an audit looks like along the way

IT risk assessment18 of 24 questions answered
  • Assets and ownership8/8Done
  • Access and roles6/6Done
  • Backup and recovery4/6In progress
  • Suppliers and data processors0/4Not started

Sample data from the demo company Hansen Teknik A/S.

11 templates

An audit for every situation

Start from a ready-made template, or build your own from scratch on Professional. You can filter by department: IT, marketing, sales, management and legal. Starter has three audits (GDPR, IT and cyber insurance), Professional all 11.

Business transfer
A full digital mapping for a sale or an acquisition. Assets, access, contracts, GDPR and handover readiness.
Cyber insurance
The requirements insurers set before cover or renewal: access control, backup, incident response and training.
AI Act audit
A review against the EU AI Act. Map, classify and document your AI systems.
GDPR audit
Legal basis, records of processing, data subject rights, data processing agreements and breach procedures.
IT audit
A systematic review of IT infrastructure, security, access management and data protection.
IT risk assessment
The foundation of your risk assessment: map assets, assess the impact of loss and prioritise the work. Structured around the four asset categories and informed by NIS2.
Website audit
Technical health, security, SEO, accessibility, access and legal requirements for the company website.
Marketing audit
Digital channels, brand assets, ad accounts, email and analytics setup, in one place.
Management audit
Strategy, finance and liquidity, HR, risk management, compliance and board work.
Sales audit
CRM and customer data, sales process, quotes, contracts and reporting.
Social media
Ownership, admin access, security, tracking and compliance for a single channel. You choose the platform when you create the audit.
Blank audit
Start from scratch and define your own sections and questions if no template fits the job. On Professional.

What is on your list?

Audits come with Starter and Professional. Create a free account, build your asset register, and upgrade when you want to run your first audit.

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