Monthly movements
Balance sheet + profit and loss
Financial Statement Analytics
See the changes behind the balances.
Turn general ledger or trial balance data into monthly trends, ratios, and account-level analysis. Start your review with the movements that need an explanation.
SOC 2 Type II · Trust & Security ↗Financial analytics workbook
Relationships & trends
Ratios + customer and vendor concentration
Review priorities
Configurable thresholds + unusual activity
Build the analysis. Spend your time understanding it.
Prepare a consistent workbook for planning, review engagements, and financial analysis.
Monthly financial trends
Review balance sheet and profit-and-loss movements by month and account, with a configurable heat map.
Customer and vendor concentration
Understand key relationships, new customers, and changes in activity when the source data includes the required detail.
Ratios and unusual movements
Apply configurable anomaly detection and trend analysis to focus the review on changes that warrant attention.
Why deterministic testing matters
The trend needs a calculation you can check.
An AI-generated summary may say a revenue movement is seasonal. But did it use every month, the right accounts, and the same comparison period? A persuasive explanation can distract from an incomplete or inconsistent calculation.
Start with reproducible numbers.
Audit Sight uses defined calculations to prepare monthly movements and ratios, with configurable criteria for highlighting unusual activity. Your team reviews the underlying analysis and obtains support for the explanation.
Product walkthrough
See the financial analytics workflow.
Follow the workflow and see the results your team can review.
Talk through your engagement →How it works
From source data to review.
Upload the accounting data
Start with a general ledger or trial balance for the periods you want to analyze.
Generate the workbook
Prepare monthly financial trends, ratios, and the analyses supported by the available data.
Refine the review
Set thresholds, investigate unusual movements, and document the explanations and follow-up needed.
Part of your wider audit approach.
Connect this work with cash proofs and the other procedures your team uses.
Questions before you get started.
Can we use a trial balance instead of a general ledger?
Yes. Financial analytics can start with a general ledger or trial balance. The available detail determines which analyses can be prepared.
What is needed for customer and vendor concentration?
The source data must include customer or vendor detail. A summary trial balance alone does not provide that information.
Can we configure what is considered unusual?
Yes. Configurable anomaly detection lets your team define the thresholds and criteria used to highlight activity.
Where can the analytics fit in our work?
Teams can use the workbook for planning, review engagements, and disaggregated revenue analysis. The procedures and conclusions depend on the engagement.
Bring your next financial review into focus.
Walk through the workbook, configuration options, and data requirements.
Request a demo →
