Help & Support

Test every transaction in your population, not just a sample. Upload a CSV/Excel and define your test attribute; AI evaluates every row.

Steps:

1. Go to Engagement → Population Testing AI
2. Upload your population CSV/Excel (up to 50,000 rows)
3. Enter the control name and test attribute
4. Click Start Testing — AI processes rows with a live progress bar
5. Review exceptions highlighted in red, download decision log as CSV

Upload your existing audit testing plan; AI follows it step by step against uploaded evidence.

Steps:

1. Go to Engagement → Plan Executor
2. Upload your testing plan (.docx, .pdf, or .txt)
3. Review AI-parsed test procedures
4. Upload evidence files and click Execute Plan

Generate fraud risk assessments per ISA 240 for any business process.

Steps:

1. Go to Engagement → Fraud Risk
2. Select the process (Revenue, AP, Payroll, etc.)
3. Enter company context and click Generate Assessment
4. Review top 10 fraud schemes with likelihood/impact ratings

Upload a journal entry population and run Benford's Law analysis combined with fraud heuristics to surface anomalies.

Steps:

1. Go to JE Fraud Detector and upload your CSV/Excel
2. Map columns (amount, posting date, user, account)
3. Click Run Analysis — checks run automatically
4. Review flagged entries grouped by risk level

Automatically match Purchase Orders, Goods Receipts, and Invoices. Exceptions are flagged for follow-up.

Steps:

1. Go to Three-Way Match and upload PO, GR, and Invoice files
2. Map key fields and click Run Match
3. Review exceptions (unmatched, price/quantity variances)

Log time against engagement budgets, view budget vs actual burn, and identify engagements at risk of overrun.

Steps:

1. Go to Time Tracker and select your engagement
2. Click + Log Time, enter date, hours, task description
3. View the Budget vs Actual chart

Maintain a complete inventory of auditable entities, score by risk, and generate a risk-based annual audit plan.

Steps:

1. Go to Audit Universe and click + Add Entity
2. Score on inherent risk factors
3. Click Generate Annual Plan for a prioritised schedule

Add two-factor authentication using Google Authenticator or Authy.

Steps:

1. Go to Settings → Enable MFA
2. Scan the QR code with your authenticator app
3. Enter the 6-digit code to confirm

REST API access to integrate AssurAI data into your own dashboards.

Steps:

1. Go to Platform → API Docs
2. Click Generate API Key in Settings
3. Use the key as: Authorization: Bearer <key>
4. Endpoints: GET /api/v1/projects, /findings, /controls, /workpapers, /kris

Sign out and sign back in to refresh your JWT authentication token. Tokens expire after 1 hour for security. Go to your account menu → Sign Out, then log back in with your email and password.

This is almost always a session token issue. Sign out and sign back in to get a fresh token. If data still doesn't load, try a hard refresh (Cmd+Shift+R on Mac, Ctrl+Shift+R on Windows). If the issue persists, submit a ticket above.

Go to Settings → Team → Invite Member. Enter their email and select their role (Admin, Manager, Auditor, or Reviewer). Team limits: Starter (1 user), Professional (5 users), Enterprise (unlimited).

Every AI tool modal has a 📎 paperclip button next to the Send button. Click it to upload CSV, Excel, PDF, or TXT files. The file content is automatically included in your message to the AI.

Your data is completely safe. We use AES-256 encryption at rest and TLS 1.3 in transit. Your data is isolated by organisation. Critically, your data is NEVER used to train AI models — Anthropic's commercial API terms explicitly prohibit this. See our Security & Trust Centre for full details.

Open any workpaper and click "Export Word" or "Export PDF". For Board Reports, go to Board Portal and click "Export as PowerPoint" or "Export as Word".

Go to Migrate Data from your dashboard shortcuts. We also offer assisted migration — submit a ticket and select "Other" and we'll handle the export and import for you.

Enterprise customers can bring their own Anthropic API key. Submit a ticket with "Feature Request" and we'll set it up with you.

Co-Pilot Pro is your context-aware AI assistant. It knows your active engagement, open findings, risks, and workpapers — and can draft workpapers, write findings in IIA 5C format, suggest audit procedures, and answer questions about audit standards (IIA, PCAOB, ISO 31000, COSO). Access it from the AI Tools section in the sidebar.

Predictive Risk AI analyses your full risk register using AI and predicts which risks are most likely to escalate in the next 90 days. It provides escalation probability (High/Medium/Low), recommended actions (Escalate/Monitor/Accept/Transfer), confidence scoring, and a top 3 risks to watch summary. Find it under AI Tools in the sidebar or at /predictive-risk.html.

The Audit Programme Builder is available inside Internal Audit engagement files. It lets you define your audit objective and scope, then generates 10–15 specific risk-based audit procedures using AI. Each procedure can be assigned, tracked by status, and linked to a workpaper. Click the "📋 Audit Programme" tab inside any Internal Audit project.

Real-time Collaboration shows live presence indicators — coloured avatars showing who else is viewing or editing the same page. You also get instant toast notifications when team members update workpapers or change finding status. Look for the 🟢 Live badge in the top right of Workpapers and Findings pages.

Go to Reporting → Executive Dashboard in the sidebar, or navigate to /executive-dashboard.html. It shows board-level KPIs, findings trend chart, 5×5 risk heatmap, engagement progress, top open findings, and AI-generated executive insights. Click "Generate Insights" to get AI analysis of your current audit programme.