At Audit Sight, we believe you shouldn’t have to change how you work to use powerful automation. That’s why we offer universal flexibility when it comes to importing accounting and banking data. No matter how your client can provide the data — we can work with it.
Whether you're dealing with bank statements, ERP exports, or raw accounting files, Audit Sight offers three main options to fit your workflow:
-
Use Audit Sight Templates
Upload structured data using our import templates for clean, consistent processing. -
Upload Data As-Is
Have unformatted or messy files? No problem. Our Data Conversion Services team can take it from there. -
Connect via API Integrations
Securely connect to client systems using our read-only data connectors for real-time syncing and minimal lift.
🔄 How to Upload Data
It’s simple to get started:
-
Click the blue ➕ Add Data button — it’s always visible at the top of your screen.
- Choose your preferred import method from the available options
- Follow the prompts to upload your files or initiate a connection.
🏦 Banking Data Options
✅ USD PDF Bank Statements
Have your statements automatically converted.
Audit Sight’s automation can read and extract data directly from standard U.S. bank statement PDFs.
[Learn more >]
🌍 NON-USD Banking Data
Send your files — we’ll handle the conversion.
Perfect for international bank statements or non-standard formats.
[Learn more >]
📥 Upload Banking Data Using Template
Use our banking template for structured uploads.
Ideal if you already have transaction-level data exported.
[Learn more >]
🔗 Banking Connector
Connect your client’s bank account securely.
Trusted, read-only API access powered by Plaid and other providers.
[Learn more >]
📊 Accounting Data Options
📥 Upload Accounting Data Using Template
Use our standardized template for clean accounting data uploads.
Includes support for chart of accounts, journal entries, and more.
[Learn more >]
⚙️ Crunchafi (formerly Strong box)
Automatically convert your Crunchafi file to an Audit Sight import template
Designed for teams utilizing Crunchafi Data Extraction to upload data.
[Learn more >]
🧑💻 Data Conversion Services
Send us what you’ve got — we’ll take care of the rest.
Great for complex files, unfamiliar formats, or PDF-based trial balances.
[Learn more >]
🔗 Accounting Data Connector
Connect directly to cloud-based systems like QuickBooks, Xero, and more.
Automated syncing and zero formatting required.
[Learn more >]
