Automate your workflow with Engagement Manager

Rely on this comprehensive, cloud-based engagement management tool with full trial balance capabilities, work paper management, financial statement reporting functionality, and more

Features

• **AI technology for risk analysis: **Free up time spent on over-sampling with Audit Intelligence Analyze, an automated, seamless way to analyze all transactions as part of your current workflow. Focus audit procedures on high-risk areas and minimize work on low-risk ones.
• **Powerful work paper management: **Manage even the most data-intensive engagement with customizable workspace, multitasking capabilities, and a list to easily find workpapers and track the status.
• **Sophisticated trial balance capabilities: **Prepare financial statements quickly and accurately with fast imports and customizable features. The working trial balance is powerful, even for large consolidation and fund clients.
• **User-friendly engagement status dashboard: **View the critical information about your engagements at a glance from the status dashboards, including notifications for tasks assigned to you.