Using MindBridge’s Ai Auditor can be broken down into a few easy steps:
- Access MindBridge
- Create an organization and an engagement
- Import the customer data, and map the chart of accounts
- Analyze the data and create the audit plan
Access to Ai Auditor is controlled by the primary user (otherwise known as the App Admin) who is an employee of your firm.
NOTE: MindBridge employees don't have access to your system or its data unless we are explicitly given permission to enter.
After creating an engagement, you can begin importing your client’s chart of accounts in advance of the data import. If no chart of accounts has been imported, one will be created as part of the data import process. Users have the ability to map a chart of accounts from inside Ai Auditor (or Excel), and they will need to verify these mappings as a part of all new data imports.
Analyze the data and create the audit plan - This is where the magic happens and users can begin viewing the insights Ai Auditor provides. After reviewing the analytics, users can begin focusing on the audit planning process.
To guide you through these steps, you have been assigned a Customer Success Manager (CSM). Your Customer Success Manager is available to answer any usage, project plan, or technical questions you may have.