Integration Engine

Messy data becomes standardised

Custom Mapper & Custom ERP

We know clients use a range of finance systems, varying from slightly customised versions of standard systems to totally unique ones. These two functions enable the user to create a reusable template for these tricky systems in minutes, meaning there are no limitations as to who can use the Integration Engine.

Account Groupings

Onboarding new clients is a lengthy process, that can take hours of audit time and uses many resources. The Groupings function uses AI to allow the user to conform their clients trial balances to chart of accounts in seconds, making onboarding efficient and hassle free.

Imperfect File Check & Data Quality Scorecard

Data provides the foundation for many processes, which is why it’s vital you know you’re working with high quality data every time. These two features enable the user to carry out pre and post ingestion quality checks, allowing 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.

Table Joins

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.

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.

Request a Demo

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.

Request a Demo

Top Integration Engine FAQs

What data and ledgers can you ingest through the Integration Engine?

We can ingest General Ledger, Trial Balance, Chart of Accounts, Accounts Payable, Accounts Receivable, Inventory, Fixed Assets and some Payroll data. Overall we can ingest over 2000 fields of data.

Can I upload files or do I need to connect directly to my client's finance system?

We provide three choices of connection - either upload a report that is run from the client system (we give you the step by step instructions to give to your client), a system extract taken from the system's back-end, or direct connection via API where possible.

How are you managing security, risk and compliance?

Our key security, risk and compliance principles include: 1. Contextual risk and security management – Contextual risk covers events and factors occurring in the environment that are beyond the control of Engine B. Our planning and mitigation strategies must take these aspects into consideration. 2. Model driven security – Integrating security into the information systems design during the design phase of the software development process to ensure security is enshrined in the platform from an early stage. We are currently undergoing ISO27001 accreditation.

Can I protect my client's data so it can't be seen by everyone in my organisation?

Access to the Integration Engine is controlled by Azure Active Directory. In October 2022 we are adding more granular permissions to allow you to control what roles can see what data in the platform.

How long does it take to standardise a ledger?

It varies by the size of data you are ingesting, but as a guide our customers find that for a medium-sized ledger it takes less than 10 minutes.

What countries can I use the Integration Engine in?

The power of being built in Azure is that we can deploy the Integration Engine into any geography that supports Microsoft Azure.

How much does it cost?

We price the Integration Engine by number of ERP instances you use it on, but you only pay one price per instance per year - meaning you can ingest as many times as you want from the instance during those 12 months. For larger users we have enterprise licence options. Please contact us to discuss your needs.

How does this fit within my Quality Management approach?

The ICAEW is represented on Engine B's board and we take Quality Management very seriously as a result. We have a standard ISQM1 document we can share with you, or we can talk about your specific needs if you'd like to get in touch.

What firms are you already working with?

We are working with a variety of firms of different sizes and in different geographies, but the one thing that unites them is an appetite to improve quality and efficiency through the use of technology.

We already use an analytics package, will it work with Engine B?

The beauty of our Common Data Model is that it has been designed to integrate with the most common formats for uploading data. We are working with a variety of analytics providers to ensure that their tools and our Integration Engine seamlessly interact.

Will this challenge my audit methodology?

No, we have built the Integration Engine to focus on the data challenge and not to impact your audit testing approach or attempt to replicate the experience and expertise of auditors.

Do I need data specialists to implement the Integration Engine?

No, we have designed the platform to work for all users regardless of audit or technological experience.

What do you do with my data?

We believe your data is yours or your client's, and certainly not ours. We won't use your data for training or to sell to 3rd parties or for any other commercial reason.

Can I use your Common Data Model even if I don't use an Engine B product?

Yes, we have open-sourced the CDM to support the audit and accounting industry to digitise and therefore we believe it belongs to the industry to use as they see fit.

About Cookies

About Cookies

Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.

Necessary

Always Active

Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.

Name	Domain	Purpose	Expiry	Type
wpl_user_preference	engineb.com	WP GDPR Cookie Consent Preferences	1 year	HTTP
YSC	youtube.com	YouTube session cookie.	52 years	HTTP

Marketing

Marketing cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers.

Name	Domain	Purpose	Expiry	Type
__hstc	engineb.com	Hubspot marketing platform cookie.	6 months	HTTP
__hssrc	engineb.com	Hubspot marketing platform cookie.	52 years	HTTP
__hssc	engineb.com	Hubspot marketing platform cookie.	Session	HTTP
VISITOR_INFO1_LIVE	youtube.com	YouTube cookie.	6 months	HTTP

Analytics

Analytics

Analytics

Analytics cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.

Preferences

Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.

Name	Domain	Purpose	Expiry	Type
hubspotutk	engineb.com	HubSpot functional cookie.	6 months	HTTP

Unclassified

Unclassified cookies are cookies that we are in the process of classifying, together with the providers of individual cookies.

Name	Domain	Purpose	Expiry	Type
_GRECAPTCHA	www.google.com	---	6 months	---

What is the Integration Engine?