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