Integration Engine

Quickly ingest and standardise client data, regardless of finance system, ready for analysis

What is the Integration Engine?

Messy data becomes standardised

Out of the Box functionality

Transform data from the most common client systems straight away using the standard connections pre-populated in the Integration Engine.

Ingest Big and Batched Files with Ease

Our Table Joins functionality supports systems that use batching as standard, as well as allowing you to ingest larger and richer files taken from your client's back-end database. With ingest capabilities up to 50GB, you'll be able to test as much data as possible to ensure the quality of your audit.

Data Quality Scorecard

Allows you to see the shape of your data, any issues with data quality, and performs simple tests that will allow you to get on with the audit.

Works for Every Client

The Integration Engine enables you to ingest even the messiest of files from the most unique client systems. Enabled by AI, our Custom Mapper tool helps you create a reusable template for tricky systems in minutes, while our Imperfect File check identifies formatting issues, for you to tidy up before you ingest the file.

Ingest data from any finance system

Using AI to support the auditor

The Integration Engine comes with standard ‘maps’ that transform data into the CDM format when clients have used typical implementations of common systems from the likes of Xero, Quickbooks, Microsoft, Sage, Oracle, SAP and more. However, when you come across a more unusual system that a standard map doesn’t exist for, or your client has customised a system heavily, you can use the AI Mapper tooling included in the Integration Engine. Using AI the Integration Engine reads in the file and suggests to the auditor which fields in the file map to corresponding fields in the CDM – the auditor accepts or corrects and then saves the map for the next time they work on that client or that system.

Assess the quality of your data in real time

The Data Quality Scorecard

Allows you to see the shape of your data, any issues with data quality, and performs simple tests that will allow you to get on with the audit. Version 1 (now live) gives you insights into whether values net to zero and statistical oversight for the populations of controls fields, reversals fields and manual postings. It also shows you where fields are empty and where records may be missing, including if there are gaps in sequential records. Version 1.5 (from October 2022) will include General Ledger to Trial Balance checks, comparisons of the prior year Trial Balance to current year, and payables reconciliations that sum payables and compare against relevant Trial Balance codes. We will continue adding functionality and tests into the DQS monthly at no extra cost.

Top Integration Engine FAQs