Learn More about the updates released in July 2025.
🚀 New Module Alert: Management Meeting Module 🚀
Management meetings are a pivotal part of every transaction advisory cycle, yet prep has traditionally been slow and error-prone. Manual GL reviews and inconsistent methods often lead to missed trends and unnecessary deal risk.
The Audit Sight Management Meeting (MGMT) Module changes that by automating up to 80% of the work and delivering consistent, defensible insights.
🤖 AI-Powered Analysis
At its core is the Financial Anomaly Risk Score (FARS), driven by the Audit Sight Anomaly Detection Engine. Trained on billions of transactions, it uncovers unusual entries and material risks hidden in raw accounting data. Every transaction is evaluated in context, surfacing insights that directly impact EBITDA and purchase price.
🧠 Smarter Prep in Seconds
With just a few clicks, the MGMT Module highlights key account fluctuations, flags movements outside of your thresholds, and generates data-backed questions without endless spreadsheets. It gives you the story behind the numbers before you ever enter the meeting.
⚙️ Core Features
- Heat Map of Balance Sheet & P&L
- Customer & Vendor Concentration Analysis
- Key Ratio Calculations
- EBITDA Tracking & Modeling
- Year-over-Year Change Tracking
- Customizable Anomaly Detection
➕ How You Benefit
- Save Time: Cut prep by 80% with automated workflows.
- Gain Insights: AI surfaces anomalies and trends you can’t afford to miss.
- Stronger Meetings: Arrive with actionable analytics in hand.
- Win More Work: Deliver higher-value diligence faster and at lower cost.
Less prep. More clarity. Better meetings.
Read the module overview here.
⭐️ New Enhancements to the MGMT Meeting Module⭐️
- Client-Ready Formatting: All numbers are now rounded to the thousands, perfectly aligned with your final deliverables.
- Instant Customer & Vendor Insights: Our powerful heat map highlights shifts and trends related to customers and vendors at a glance.
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Deeper Expense Visibility: Vendors are now automatically grouped by GL account, giving you a clear view of how expenses flow through the ledger.
🚀 New Data Import Tracker 🚀
We’ve made tracking the status of manually uploaded accounting data easier and more transparent than ever. When you upload files using our Data Conversion Services, your data now moves through a structured, trackable process to ensure it’s complete, clean, and ready for testing.
⚙️ How It Works:
Once you upload a General Ledger, Trial Balance, or Journal Entry file, the system automatically moves it through four clear stages:
- Qualification: We validate the date range, file integrity, and completeness. If issues are found (missing months, cut-off errors, unsupported formats), you’ll see a flag in the tracker and can fix them immediately.
- Queued: Files passing qualification are lined up for processing into Audit Sight’s standard format.
- Actively Working: Our automation engine (and Data Conversion Services team, if needed) convert your file.
- Importing: The data is loaded into the platform, and you’ll receive an email once it’s ready.
You can monitor progress in real time from within the Audit Sight platform, ensuring complete visibility from upload to testing. Read more details here.
