Get started with CaseWare AnalyticsAI CAN - Staff

This topic applies to the Canadian version of CaseWare AnalyticsAI, part of the CaseWare Cloud suite.

Learn more about Cloud.

Before you get started with CaseWare AnalyticsAI CAN, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

  1. Start the engagement

  2. Plan the engagement

  3. Complete the Queries document

  4. Import the client's data

  5. Perform sampling

  6. Perform validation

  7. Examine the Analytical overview documents

  8. Adjust influencers

  9. Risk analysis

  10. Conclusion