Kevin Li

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Activity overview

Latest activity by Kevin Li
  • Kevin Li created an article,

    Uploading bank statements

    Overview While Audit Sight can connect to over 11,000 banks, not all banks are supported. We also know that your clients might not want to provide connections to their bank. That's why Audit Sight ...

  • Kevin Li created an article,

    Financial integrations

    Overview In this article, we discuss how you can connect your Client’s banking records to get started on using Audit Sight’s automated testing including AR and revenue liquidations and deposit veri...

  • Kevin Li created an article,

    Security

    One of our guiding principles is data security, which means we continuously invest in safeguarding your data and privacy. Audit Sight is built from the ground up to meet and exceed today’s stringen...

  • Kevin Li created an article,

    Submitting a ticket

    If you are encountering a technical issue or are having trouble using Audit Sight, please reach out!   You can submit a Support ticket and an Audit Sight support staff will get back to you as soon ...

  • Kevin Li created an article,

    Reset your password

    In this article, we will go over the steps to resetting your Audit Sight password.   Step 1: Navigating to the Log In page   Open your browser and go to Client Log In. Next, enter the email address...

  • Kevin Li created an article,

    How does billing work?

    In this article, we will go over the elements of Audit Sight’s billing intake form.   Audit Sight understands customer needs can vary from firm to firm. Our billing intake form helps us accurately ...

  • Kevin Li created an article,

    Generating and understanding the Revenue Liquidation workpaper

      Auditing revenue can be tedious and time consuming. Let’s see how Audit Sight can turn a process that typically takes weeks into a click of a button!   Prerequisites for running the module In ord...

  • Kevin Li created an article,

    Deposit Verification FAQs

    This article lists some of the common questions asked when running the deposit verification module.  If you still have questions, reach out to support@auditsight.com   Does my client have to connec...

  • Kevin Li created an article,

    Generating and understanding the Deposit Verification work paper

    After you have linked your Client’s financial institution to Audit Sight, it’s time to sit back and let Audit Sight do the work in generating the Deposit Verification work paper.   Typically when v...

  • Kevin Li created an article,

    Microsoft Dynamics 365 Business Central Integration ✨

      1. Overview of Integration Audit Sight integrates directly with Microsoft Dynamics 365 to streamline audits, eliminating up to 17 manual reports 📄 by verifying accounting data directly from the s...