Jonathan Womack

1. Client Guides
2. Banking Connections

We’re excited to streamline your audit process with a secure and seamless connection to your bank through Plaid, the trusted solution behind PayPal and Venmo. This view-only integration allows you ...

1. Client Guides
2. Accounting Connections

QuickBooks Online: Simplifying Your Audit Process ✨ We’re excited to help streamline your audit process through a secure and seamless connection with QuickBooks Online. By connecting your account,...

1. Cash Proof
2. General

After you’ve provided the banking and accounting data, it’s time to sit back and let Audit Sight do the heavy lifting by performing the Cash Proof. What is the Cash Proof Module? The Cash Proof m...

1. Audit Confirmations
2. Verifiers

Background Providing fake verifiers is a potential way for the client to commit fraud. As auditors we should use our professional judgment and evaluate the contact information we are receiving from...

1. Audit Confirmations
2. Module Overview

Status Overview AR Confirmations can be a complex process. Knowing where a confirmation stands is extremely important to your team and your clients.  Thats why Audit Sight instantly provides you re...

1. General
2. General Information

Forget your password? No sweat. We can change it in three easy steps.   Step 1. Resetting Password Open your browser and go to app.audisight.com. Next, entering the email address you used to sign u...

1. General
2. General Information

  How to Access Audit Sight. To log in go to app.auditsight.com. From here you will need your email address, password and two factor authentication method.  If you forgot your password don't worry ...

1. Audit Confirmations
2. Module Overview

Track the progress Now that the confirmations are configured, it's time to let Audit Sight do the work. This includes: Preparing the confirmations Sending the confirmations for authorization Once ...

1. Audit Confirmations
2. Verifiers

After finishing your selections, it's now time to review the contact information for the Verifiers. As a reminder a Verifier is the individual receiving the confirmation.  If you have utilized the ...

1. Account set-up
2. Account set-up

In this article, we are going to review the user profile section of Audit Sight. The user profile allows you to customize your name, email address, and avatar.    Why this is important It's importa...