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Discover complex engagements made simple

Explore Engagement Manager’s capabilities from real-time collaboration to 24/7, global accessibility.

Are you ready to complete audits faster than ever?

Experience cloud-based convenience with enterprise-level power to manage all types of engagements.

  • Cloud-based technology
    • Work from anywhere and collaborate with colleagues without worrying about downloads or version control.
  • AI-powered capabilities
    • Free up time spent on over sampling with an automated way to analyze all transactions as part of your current workflow.
  • Powerful workpaper management
    • Manage even the most data-intensive engagement with intuitive, time-saving features.
  • Sophisticated trail balance capabilities
    • Save time with integrated advanced trial balance and financial statement automation (including for multi-level consolidations performed in seconds).
  • Microsoft Office integration
    • Create audit workpapers, financial statements, or lead sheets in Excel and Word using the Engagement Manager tool bar.

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