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SmartEngagement
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CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
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OnPoint PCR (Preparation Compilation Review)
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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

AnalyticsAI workflow

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

Learn more about Cloud.

The following is an example of a typical AnalyticsAI workflow.

  1. From the Cloud menu (), select AnalyticsAI ().

  2. Create an engagement in the usual manner.

  3. From the Documents page:

    1. Complete the 0-1 Client Inquiries (Query) document.

    2. Complete the 1-1 Data Reliability Checklist document.

    3. Select Upload Trial Balance to upload your trial balance.

    4. Select Upload Transactions. AnalyticsAI starts running tests in the background.

      Note: You must upload transactions before running risk analyses.

  4. Optionally, examine the Data Completeness page.

  5. 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 AnalyticsAI test results.

  8. Adjust the AnalyticsAI configuration settings to choose which tests are run, or to change a test's emphasis.

  9. Export results for audit evidence.

     

CaseWare AnalyticsAI Getting Started Guide (PDF)

 

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