Getting started with Audit Sight

Your data.
Your workflow.
A clear path to start.

Whether you run transaction advisory engagements or audits, we’ll help you choose the right workflows and prepare your team for its first engagement.

Request a demo ↗SOC 2 Type II compliant · Trust & Security ↗

Start with your client dataAccounting records · Bank statements
Spreadsheets · Data room files

Prepare, check, and matchAI-assisted preparation where supported.
Defined rules for financial calculations and testing.

Put the results to workDatabooks · Cash proofs · Audit workpapers
Your team reviews and draws the conclusions.

Built around your practice

Start with the work you need to do.

Transaction Advisory

Configure TAS OS around the way your firm delivers deals.

Bring your materials.Share example databooks, request lists, and project workflows.
Shape your setup.Work with us on templates, account mappings, tasks, and practice metrics.
Prepare for the first deal.Review the data requirements and help your team get comfortable with the workflow.

Talk through your TAS workflow ↗

Audit

Choose the procedures that fit your engagements and methodology.

Choose your procedures.Identify the cash proofs, journal entry testing, confirmations, and other supported tests your team needs.
Plan the source data.Review the records required for each procedure and how they’ll be provided.
Review and document.Prepare schedules, investigate exceptions, and document your team’s conclusions.

Talk through your audit workflow ↗

Work with the data you have

Different sources. One place to do the work.

Accounting records

Work with trial balances, general ledgers, and supported accounting system connections or exports.

Banking data

Bring bank statements or use supported bank connections for the procedures you’re performing.

Engagement files

Use spreadsheets and data room documents in the relevant TAS and audit workflows.

The required files and available connection options depend on the workflow and source system. We’ll confirm the right approach with your team.

SOC 2 Type II compliant

Security is part of getting started.

Review Audit Sight’s security controls and compliance documentation as part of your firm’s evaluation.

Visit the Trust Center ↗

Already working with Audit Sight?

For setup instructions, data requirements, or help with a client invitation, visit our Help Center.

Open the Help Center ↗

Does every client need to connect an accounting or bank account?

The data requirements depend on the procedure. Supported files and exports can also be used. We’ll help you identify the appropriate source data and delivery method for your engagement.

How long does onboarding take?

Timing depends on the workflows, templates, and configuration your firm needs. We’ll agree on the scope and next steps with your team before getting started.

How do we discuss pricing?

Tell us about your practice, annual engagement volume, and the workflows you need. We’ll walk through the offering that fits your firm.

Let’s plan your first engagement.

See the workflows, source data, and outputs that matter to your firm.

Request a demo ↗

Your data.Your workflow.A clear path to start.