AnalyticsAI workflow

This topic applies to CaseWare AnalyticsAI.

Learn more about Cloud.

Note: This workflow is for the generic version of AnalyticsAI.

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)