Our platform offers a suite of powerful tools designed to streamline and enhance your auditing processes. From document management to sophisticated data extraction and validation, our tools are built to cater to the diverse needs of auditors and financial professionals. Below, you'll find detailed descriptions of each tool available on our platform.
Document Manager
The Document Manager is your starting point for efficient document handling. This intuitive tool allows you to:
- Upload Documents: Easily upload your audit documents to the cloud, ensuring they are securely stored and accessible from anywhere.
- Organize Documents: Create folders and subfolders to categorize your documents in a way that suits your workflow, making it easier to locate files when needed.
- View Documents: Access and view your documents directly within the platform, without the need to download or open them in external applications.
Document Markup Tool (Document Viewer)
The Document Markup Tool, also known as the Document Viewer, is designed to enhance your auditing capabilities by allowing you to interact with and analyze documents in-depth. This tool features:
- Text Extract: Quickly extract specific text sections from documents for closer examination or reference.
- Table Extract: Easily extract tabular data, streamlining the process of transferring information to spreadsheets or databases.
- Sum Extract: Automatically extract and sum numerical values within a document, saving time on manual calculations.
- Exception Marking: Highlight and mark data as an exception, facilitating the identification of outliers or errors.
- Validation Marking: Mark data as validated to ensure accuracy and consistency in your audit findings.
Quick extracts are designed to integrate seamlessly with our Excel Add-in, allowing you to extract data directly into your Excel worksheets. There are two ways to create a quick extract: by selecting an extract type and dragging over a document area, or by clicking directly on words/values within the document.
Bulk Extract with Templates
For audits involving multiple documents of the same type, our Bulk Extract with Templates tool is invaluable. This feature allows you to:
- Markup a Primary Document: Define your data extraction criteria on a primary document.
- Apply Markup Across Multiple Documents: Automatically extract the marked data from a batch of documents, streamlining the audit process for documents of the same kind.
AI Quick Extract Tool
The AI Quick Extract Tool represents the cutting edge of our platform's capabilities. With this tool, you can:
- Select Multiple Documents: Choose several documents for data extraction at once, enhancing efficiency.
- Select Fields for Extraction: Use a dropdown menu to specify the fields you want to extract from your documents.
- Leverage AI for Data Extraction: Our AI algorithms will scan your selected documents, accurately identifying and extracting the specified fields, and outputting the data in a structured table format.
Each of these tools has been developed with the needs of auditors and financial professionals in mind, aiming to make your audit processes as smooth and efficient as possible. Explore these tools within our cloud platform to discover how they can enhance your auditing workflow.