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SmartEngagement
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CaseWare Working Papers
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CaseWare AnalyticsAI
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PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
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Audit International
CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Analytics.AI workflow

This feature is only available with CaseWare Analytics.AI, part of the CaseWare Cloud suite.

Learn more about Cloud.

The following is an example of a typical Analytics.AI workflow. Your exact workflow will vary depending on the selections that are made in the Optimizer.

  1. From the Cloud menu (), select Analytics.AI ().
  2. Create an engagement in the usual manner.
  3. From the Documents page:
    1. Complete the 0-1 Optimizer document.
    2. Select Upload Trial Balance to upload your trial balance.
    3. Select Upload Transactions. Analytics.AI starts running tests in the background.
  4. Optionally, examine the Data Completeness page.
  5. If you opted to use influencers in the Optimizer, complete the Influencers document.
  6. Optionally, examine the Analytical Review page.
  7. From the Documents page, click on the 2-2 Risk Analysis (Transaction Risk) link to see Analytics.AI test results.
  8. Export results for audit evidence.

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