Getting Started — AssurAI

Completed

Account Details

Your account has been set up. You can update these in Profile Settings.

Full Name

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Email Address

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Role

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Security

Password set

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Step 2 of 6

Organization Setup

Confirm your organization profile. It appears on workpapers, reports, and audit evidence across the workspace — you can update it later in Settings.

Organization Name

Industry

Organization Size

Fiscal Year End

HQ Timezone

Regulatory Frameworks

Subscription

Plan & SeatsManaged in Settings → Usage & Billing

Step 3 of 6

Invite Your Team

Add colleagues to your AssurAI workspace. They'll receive an email invitation to set up their account.

Invitations are sent by email. You can manage your team and roles from Settings → Team at any time.

Add Team Member

Tip: paste several addresses separated by commas to invite a whole team at once.

Invited this session 0

Step 4 of 6

Enable Modules

Choose the modules you need. You can enable or disable them at any time from Settings.

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SOX & ICFR

ICFR testing, controls, sign-off workflows, and PCAOB-ready workpapers.

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Internal Audit

Engagement management, risk-based audit planning, and findings tracking.

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Risk Management

Enterprise risk register, heat maps, risk appetite, and mitigation tracking.

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BCM & Resilience

Business continuity plans, BIA, RTO/RPO tracking, and tabletop exercises.

Compliance

Policy, regulatory compliance & obligations tracking

Financial Intelligence

Financial risk, fraud detection & data analytics

4 of 6 modules selected

Step 5 of 6

Import Existing Data

Bring in your existing controls, risks, or workpapers to hit the ground running. You can also start fresh.

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Upload Excel / CSV

Import controls list, risk register, or test procedures from a spreadsheet. Supported: .xlsx, .csv

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Connect Workiva

Sync controls, frameworks, and certifications directly from your Workiva environment.

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Connect ServiceNow GRC

Pull risks, controls, and audit issues from ServiceNow via REST API.

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Start Fresh

Begin with AssurAI's industry-standard templates and build your library from scratch.

Drop your file here or click to browse

Supported: .xlsx, .csv — large files are imported in batches; every row is processed

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You're all set!

Your AssurAI workspace is configured and ready. Complete the quick-start checklist below to get maximum value from day one.

Setup 0% complete

Complete the wizard steps below to unlock the full AssurAI experience.

Account created

Organization configured

No team members invited yet

No modules activated yet

First control added

First audit engagement created

Quick Start Checklist

0 / 10 done

Verify your account email

View

Complete organization profile

Edit

Invite at least one team member

Invite

Add your first control to the SOX module

Go →

Create your first audit engagement

Go →

Upload your risk register or chart of accounts

Import

Connect an integration (Jira, Slack, or ERP)

Go →

Run your first monitoring analysis (JE, T&E or Procurement) and review it in Run History

Go →

Test evidence with Evidence Intelligence and download the annotated evidence

Go →

Start a SOC 1 review — signing links for certifications expire 14 days after the due date

Go →