Kevin Li

1. Client Related Articles
2. Accounting System Integration

Uploading PDF Bank Statements to Audit SightOverviewAudit Sight allows you to upload bank statements in PDF format to extract transaction-level banking data and support audit and advisory workflows...

1. Client Related Articles
2. Accounting System Integration

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...

1. Security
2. 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...

1. Technical
2. 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 ...

1. Technical
2. 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...

1. Billing
2. 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 ...

1. Revenue module
2. Liquidation of Revenue Procedures

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 order ...

1. Accounting and Banking Data
2. Accounting System Connections

 1. Overview of IntegrationAudit Sight integrates exclusively with Sage Business Cloud Accounting to streamline audits by securely retrieving financial data and eliminating manual audit requests. T...

1. Accounting and Banking Data
2. Accounting System Connections

1. Overview of Integration Audit Sight simplifies verifying your client's QuickBooks Desktop data with two connection methods: QBB File Upload (Strongly Recommended):Clients provide a QuickBooks ...

1. Accounting and Banking Data
2. Accounting System Connections

  1. Overview of Integration Audit Sight integrates directly with QuickBooks Online to streamline audits, eliminating up to 17 manual reports 📄 by verifying accounting data directly from the sourc...