Audit Sight’s Plaid bank connector has been retired. Provide banking data through uploads instead. The bank connection questionnaire and previous connection instructions no longer apply.
Prepare your banking files
- Confirm the bank accounts and testing period with your advisor.
- Download PDF bank statements or supported CSV or Excel transaction exports for each account. The Audit Sight banking template is also available.
- Include all required accounts and dates. Check for missing months, incomplete exports, and overlapping files.
- Upload the files to the correct client and entity, or use the upload method supplied by your advisor.
Review the uploaded data
Confirm account mapping, period coverage, and processing results before requesting workpapers. Resolve missing statements or transactions with additional uploads. Banking data does not refresh automatically; upload new files when you need later activity.
Use one source per account and day where possible. If you provide overlapping files, review the resulting data and completeness checks before proceeding.
Accounting data is provided separately
QuickBooks Online remains available for direct accounting connections. QuickBooks Desktop is supported through a backup (.QBB) upload and conversion. Other accounting systems are supported through exports and uploads.
For help choosing a banking upload method, contact support@auditsight.com.
