Transaction analysis for accounting firms

Free up time with Audit Intelligence Analyze 

Automate transaction analysis and reduce audit testing while maintaining greater confidence in your results with our AI-driven solution

Elevate audit performance with advanced AI technology

Automated transaction analysis

Evaluate your transactions in an automated, seamless way that works with your current workflow and significantly reduces the sample size, allowing you to focus testing on high-risk population segments. Our machine learning and AI improve audit quality by identifying unusual transactions, providing documentation, and catching items often missed by humans.

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Customizable risk identification

Utilize custom techniques to identify audit risks, enabling you to tailor the analysis to each specific engagement. You will have complete control over how the analysis is performed, ensuring that the results are relevant and effective.

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Automated sample selection

Evaluate test results within minutes using Analyze, which automatically selects samples to test. Save your time and effort with a streamlined audit process that ensures samples are selected based on a comprehensive risk assessment, which enhances the overall quality of the audit.

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How Analyze helps auditors

Complete audits efficiently

Save time on organizing data in your workflow. Confidently review every transaction in seconds while flagging high-risk items and saving the analysis in your engagement binder.

Proceed confidently as a reviewer

Review required documentation with ease to ensure your staff have examined the underlying supporting evidence relevant to the testing fields for enhanced quality and accuracy.

Deliver superior client value

Request data from your clients easier than ever before. Streamline data handoff, clearly explain sample choices, and reduce low-value requests to cut evidence‑gathering time.

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Modernize your audits

Automate manual work with automated transaction analysis. Our AI gives you more confident audits faster. Discover how Analyze fits within your current workflow to get started.

Hear what auditors are saying about Analyze

"Analyze is a time saver. It makes the audit sampling process so much easier and more efficient. The onboarding process went great. It's all very intuitive to use."

Amy Pedrick, Partner
West & Company CPAs PC

"Analyze saved us a good four to six hours. We spend a ton of time in revenue trying to tie details down...all it took was looking at significant transactions and I had the bulk of my revenue covered."

Lori Warden 
ATA CPAs + Advisors

"There is a standardized process that we can hang our hat on and say that has been tested and is tried and true, and this isn’t just throwing a dart at the wall."

Dovi Silberstein
GGM Associates

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Frequently asked questions

How can I use AI for transaction analysis in my audits?

You can use AI in transaction analysis to automate the process, identify unusual transactions, and improve audit quality. By leveraging advanced AI technologies and rules-based techniques, auditors can analyze all transactions as part of their current workflow, catching items that might otherwise be missed.
How does Audit Intelligence Analyze integrate with my current audit workflow?

You don't need to disrupt your workflow since Analyze works with your current audit solution. For Engagement Manager users, navigate to the Analyze tab to start the seamless data ingestion and analysis.
What training and onboarding is available to support Audit Intelligence Analyze?

Training materials are available for all Analyze customers. Existing Engagement Manager users will have access to a live course to learn about Analyze capabilities and how to leverage AI for auditing (additional purchase). New Engagement customers get a digital onboarding experience consisting of three courses in a learning plan, along with office hours (additional purchase).