Sam Wessley
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Articles
Recent activity by Sam Wessley-
Data Overview: Upload or Connect—We Support It All
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...
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Uploading Data from an Accounting System to Audit Sight
Uploading data from an accounting system to Audit Sight is a breeze! With the right steps, you’ll be flying through the process in no time. Let’s ensure your data upload is seamless and stress-free...
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Automatically Import Data from Crunchafi (formerly Strong Box) into Audit Sight
BackgroundAudit Sight has built custom automation to streamline data uploads directly from the Crunchafi Data Extraction Full Analysis Report. This integration allows for seamless importing and eff...
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How to Deal with Foreign Currency Banking Data
OverviewAudit Sight supports global audit and advisory teams working across multiple currencies. The platform is currency-agnostic, meaning it can work with USD, EUR, GBP, and many other currencies...
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Importing Data Using the Audit Sight Template 🚀
OverviewThe Audit Sight Template streamlines the process of importing comparative trial balance and journal entry data for your client. Follow the steps below to ensure a smooth and successful data...
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From Upload to Import: Tracking Manually Submitted Data
When you upload accounting data that isn’t connected via API and isn’t using Audit Sight’s automated AUS import template, your files go through a structured, trackable process to ensure the data is...
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Audit Sight Data Conversion Services
Simplify Your Data Import ProcessAudit Sight’s Data Conversion Services provide a seamless way to format and import client data into our system. This paid service is designed to save you time and r...
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Uploading Monthly Trial Balances (Trial Balance–Only Upload Option)
Some clients are unable to provide a complete general ledger. When this happens, Audit Sight offers a Trial Balance–Only Upload option that allows you to upload monthly trial balances and still gen...