Transaction analysis for accounting firms
Free up time with Audit Intelligence Analyze
Automate transaction analysis and reduce audit testing while maintaining greater confidence with our AI-driven solution
Elevate audit performance with advanced AI technology
Automated transaction analysis
Automatically evaluate transactions within your current workflow and reduce the sample size to focus testing on high-risk population segments. Our AI improves audit quality by identifying unusual transactions and catching items often missed by humans.
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Customizable risk identification
Use custom techniques to identify audit risks and tailor the analysis for each engagement to ensure the results are relevant and effective.
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Risk-based sample selection
Save time and enhance overall audit quality with the automatic selection of samples based on a comprehensive risk assessment.
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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
Deliver more value on every engagement by simplifying client data requests, clarifying sample choices, and reducing evidence-gathering time.
Discover AI analysis
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.
Analyze ROI Calculator
See how much time and money your firm can save with Analyze.
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
Frequently asked questions
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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.
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.
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).
Questions about Analyze? We're here to support you.
800-968-8900
Call us or submit your email and a sales representative will contact you within one business day.
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