Getting Started Analytics AI

Getting Started Analytics AI

1. Create engagement


Steps to create an engagement:

  • From the Cloud menu, select AnalyticsAI 

  • Select the entity that you will be auditing from the drop-down menu

  • Select New

  • Enter a Name for the engagement, enter any other optional information, then select Save. The engagement properties display.

    • Related Articles

    • What's New in Analytics AI

      We are pleased to announce the release of the CaseWare Analytics AI April 2021 template update.  This update is key. It is important to ensure you read all the instructions and follow the processes described. Please contact our Customer Service team ...
    • Getting Started - Agile Audit

      Before following the below steps, please ensure that all relevant staff have the Agile Audit ANZ app enabled within their cloud account. See Enabling Agile Audit for staff to learn how to. Step 1: Create an Agile Audit engagement For more ...
    • Getting Started - Xtend

      Before following the below steps, please ensure that all relevant staff have the Xtend ANZ app enabled within their cloud account. See Enabling Xtend for staff to learn how to. Step 1: Create an Xtend engagement. This can be done in two different ...
    • CaseWare SmartSync - Getting Started

      Introduction: SmartSync is a component of Working Papers that enables you and your colleagues to work on a client file simultaneously, when you are in the file with several people you can immediately see any changes they make regardless of their ...
    • Getting started with the CloudBridge

      Prerequisites: Have access to the Firms Cloud instance and logged in. The Cloud engagement file has been created in a Client entity. Have a CaseWare Working Papers file with the CloudBridge in it. Steps Launch the CloudBridge by double clicking on ...