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Audit Sight provides software for audit and transaction advisory teams. It combines financial automation with workflows that help teams prepare workpapers, investigate exceptions, and manage their work. Explore audit automation or TAS OS.

Audit firms, transaction advisory practices, and private equity or venture capital teams working through financial diligence. The right workflows depend on your team’s responsibilities, the engagement, and the available data.

TAS OS is the Transaction Advisory Operating System. It brings together request lists, documents, tasks, review workflows, databooks, cash proofs, and Practice Intelligence. Explore TAS OS.

Both have a role. In TAS workflows, AI helps prepare and organize data—for example, extracting information, matching documents to requests, and mapping accounts. Financial calculations and audit testing use defined rules. Identical inputs, testing rules, settings, and software version produce the same results. Your team reviews the work and draws the conclusions.

Explore cash proof, journal entry testing, financial statement analytics, confirmations, invoice-to-bank matching, A/R subsequent liquidation, and revenue liquidation. Your team selects the procedures appropriate for each engagement. See the procedures and data requirements.

Full-population testing applies to supported procedures and the data provided. Your team evaluates the population, procedure suitability, and evidence, and determines what additional work is needed. It does not remove professional judgment or mean every audit procedure is automated.

During onboarding, we review your firm’s request lists, example databooks, project management materials, and workflows. We use those materials to configure the implementation around how your firm works. See TAS OS onboarding.

Practice Intelligence helps transaction advisory teams see across their engagements. It brings deal progress, team work, and the metrics your firm tracks into one view. Explore Practice Intelligence.

No. Supported workflows can use accounting exports, bank statements, and other files. Invoice-to-bank matching and revenue liquidation require an accounting system connection. Requirements vary by procedure, so confirm the required data before starting. See how to get started.

The best route depends on the accounting system and the workflow you want to run. Some workflows use a supported connection; others can use accounting exports. Tell us the system and the procedure you need, and we’ll confirm the available options. Discuss your workflow.

You can provide PDF bank statements for supported workflows when a bank connection is unavailable. The statements need to cover the accounts and periods required for the work. Review the data preparation process.

Review data completeness, account and period coverage, reconciliation results, and flagged exceptions. Resolve missing information and assess whether the procedures and supporting evidence address the engagement’s needs.

We review your intended workflows and data requirements, then help your team get set up and trained. For TAS OS, this also includes reviewing your templates, request lists, project workflow, and practice metrics. Implementation timing depends on the scope and materials involved.

Pricing and contract terms depend on the products, workflows, and engagement volume your firm needs. We’ll discuss those requirements and provide a proposal. Request a demo to discuss the right setup.

Visit the Help Center for product guidance, or use Audit Sight University for training resources. Your Audit Sight customer success contact can help with your firm’s setup.

Yes. Visit the Audit Sight Trust Center to review security controls and access compliance documentation, including the SOC 2 Type II report.

Use the Trust Center for security and compliance documentation and our Privacy Statement for information on privacy practices.