🌍 Handling Foreign Currencies in Audit Sight

Audit Sight supports global teams working across multiple currencies. While our platform is currency-agnostic—meaning it works with USD, EUR, GBP, and many others—all uploaded data must use the same currency across each solution to ensure accurate automation and analysis.

This article explains your options for handling foreign currency data, including best practices for preparing it, translation workflows, and how to engage our Data Conversion Services if needed.

🧾 Currency Requirements

Audit Sight assumes that all uploaded data—both accounting and banking—is in a single, consistent base currency. Our system does not automatically convert between currencies.

✔️ Any currency works
❗ All data must use the same currency across uploads to function correctly in modules like Cash Proof 

💡 What to Do When Data Is in Different Currencies

If your accounting records and bank data are not in the same currency, or if both are in a foreign currency and need to be translated into USD (or another reporting currency), you have two supported workflows:

✅ Option 1: Translate the Data Yourself Before Upload

You can manually convert your client’s data using your preferred method, then upload the translated files into Audit Sight.

Best Practices:

• Use the same exchange rate applied in your client's accounting system.
• Ensure cash inflows are positive and cash outflows are negative.
• Always double-check signs and balances after the conversion.
• Use Audit Sight’s standard upload templates to simplify formatting.

🛠️ Option 2: Use Audit Sight’s Data Conversion Services

Don’t want to handle the translation yourself? We’re happy to do it for you.

How It Works:

1. Upload your bank statements or raw files using the Data Conversion Services option in your workspace.
2. Provide any relevant exchange rate tables or notes (e.g., month-end rates).
3. Our team will convert the data into your desired currency and upload it on your behalf.

💬 Reach out to your Customer Success Rep or support@auditsight.com to request this service.

📄 Working with PDF Bank Statements

Audit Sight includes a PDF conversion tool that extracts transaction data from English-language bank statements. However, it does not translate currencies.

To use it with foreign currencies:

1. Extract the transactions to Excel using the tool.
2. Manually convert the amounts into your reporting currency.
3. Upload the translated Excel version instead of the original.
4. Be sure to ignore the original PDF-extracted data during the upload process.

🤔 Common Scenarios

Here are a few examples where currency translation may be needed:

📬 Need Help?

Our team is happy to walk you through your specific situation and recommend the best approach. Whether you're unsure which currency is used in a file or want help prepping translated data, just contact:

📧 support@auditsight.com
👤 Or message your Customer Success Representative