[ AuditDa... Reviews ](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews) [ AuditDa... Reviews ](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews) # AuditDashboard Features ##### ## Analytics (3) Behavior Analysis Identify employees or suppliers that are more likely to commit fraud. Risk Analysis Determine what risks are more likely to have a negative impact on financial transactions. Optimization Deliver suggestions to optimize spend by limiting fraud and violations. Show More ##### ## Audit (4) Automation Automates the review of multiple types of financial transactions such as invoices, expenses, and contracts. Risk Determine potential financial risks such as fraud and price violations. Compliance Align with internal policies and financial regulations to ensure compliance. Globalization Analyze financial transactions and documents in multiple languages and currencies. Show More ##### ## Communication (3) Client Portals Provide portals for customers to communicate with accountants Automation Automate client requests and reminders Consolidation Consolidate communication between accountants and clients Show More ##### ## Collaboration (4) Collaboration Provide repository to collaborate on email, clients, jobs and tasks Tasks Create tasks and sub-tasks with assignee, status and due date Version Control Provide real-time access of files with the most updated versions Approval Process Control Manage the process of evaluating documents or requests submitted for approval Show More ##### ## Billing (1) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Visibility (6) Job Status Know where every job stands, who’s working on what, and what’s being said to clients Metrics Track/uncover metrics to improve firm decisions and efficiency File Organization Share, save, and organize files Audit Trail Provide a detailed audit trail Notifications Receive real-time notifications via email and/or IM about new assignments, updates, and due dates Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Accounting Practice Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Financial Audit (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Additional Functionality (43) Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Expense Tracking Monitor and record expenses such as purchases or charges incurred Generative AI Use AI to generate content in the form of text, images, videos, etc. Online Payments Accept and process online payment transactions Messaging Communicate using messages within the system Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Customizable Reports Alter the layout and content of reports Client Management Manage contact details and communication with clients Document Management Store, manage, and track all electronic documents in a centralized location Time Tracking Measure and track time including hours worked and paid time off (PTO) Staff Management Schedule shifts for staff/employees, track hours worked, and manage staff payroll Timer Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria For Accountants Software specialized for accountants and accounting firms Multi-Currency Manage and handle various international currencies Financial Management Plan, manage, and track the financial activities of an individual or organization For CPA Firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals API Application programming interface that allows for integration with other systems/databases Progress Tracking Reporting on how each user, task or process has advanced since its initiation Task Management Create, manage and track all task activities and progression Secure Data Storage Securely stores data to prevent data loss or breaches Electronic Payments Electronically collect payments for goods or services Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Credit Card Processing Accept and process credit card transactions Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Approval Workflow Route documents and other data through one or more stakeholders for review and approval Billing & Invoicing Create, manage, and send invoices or bills to customers Document Storage Store and organize documents in a centralized system Status Tracking Track the status over time for a request, process, asset, or transaction Configurable Workflow Configure existing workflows to meet your organization's needs Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Project Time Tracking Measure time to completion or hours worked for projects Reminders Timed notification for any upcoming task, deadline, appointment, or activity Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Branding Add customized logos and colors to align with company branding Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Show More ## 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