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