AI for the messy data. Deterministic software for the financial work. Your team’s judgment where it matters.
SOC 2 Type II compliant Trust & Security ↗Choose your role to explore.
Give your teams more time for clients, analysis, and the decisions that need their judgment.
Manage requests, tasks, databooks, and cash proofs in one system. See deal progress, team workloads, and practice performance with TAS OS.
Explore TAS OS ↗Automate cash proofs, journal entry testing, confirmations, invoice matching, liquidation testing, deposit verification, and financial analytics. Review exceptions and document your conclusions.
Explore Audit ↗Match incoming files to requests and see what is still missing.
Databooks & cash proofsPopulate your firm’s templates and reconcile revenue and expenses.
Tasks & reviewKeep owners, milestones, and workpaper review status in view.
Practice IntelligenceSee deal progress, team workloads, and the metrics your firm tracks.
Recognized as a partner of the Dynamic Audit Solution.
Integrated with Guided Assurance. Automated results aligned with PPC methodology.
Explore the integration ↗of the top 100 accounting firms use Audit Sight.
In TAS workflows, AI extracts information, matches documents to requests, and maps accounts to your firm’s categories.
Populate databooks, reconcile cash, and perform testing procedures using defined rules and calculations.
Client data comes from different systems and in different formats. Work with accounting records, bank statements, spreadsheets, and data room files in Audit Sight.
For TAS OS, we configure your databook templates, request lists, workflows, and practice metrics around the way your firm delivers engagements.
See how TAS OS onboarding works ↗Start with your request lists, example databooks, and project management materials.
Review your process together, address the friction, and choose the metrics your firm wants to track.
Configure your templates and automations, then prepare your team to use the system.
For audit teams, we’ll walk through the relevant procedures, data requirements, and onboarding in your demo.
Audit Sight is SOC 2 Type II compliant. Visit our Trust Center to review our security controls and compliance documentation.
We’ll walk through the workflows that matter to your firm.
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