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.

Custom Mapper

Enabled by AI, this allows you to ingest client data from customised or unusual systems by suggesting matches between the field names in client data and our Common Data Model and using these to ingest data.

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.

Imperfect file

Everyone receives messy files with various formatting issues. Our ‘imperfect file’ functionality identifies the particular fields or rows in question, helps you clean these problems up and upload.

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