Scrutinize can help your business
Manage operations
- Manage workflow
Tasks for Accountants and Bookkeepers
- Review or adjust record keeping
Overview
The month-end close can be stressful. It's no wonder quality reviews often fall by the wayside. There just isn't enough time to manually review all that data.
Scrutinize automates recurring financial reviews. Scrutinize connects to your Xero file and searches for dozens of common issues, audits user activity, and analyzes periodic transaction volume.
Whether fixing simple clerical errors, surfacing potential fraud, or uncovering deeper issues like process breakdowns, staff training gaps, or other apps running amok. Scrutinize helps your team drive the quality outcomes your clients depend on.
You can even use Scrutinize to help scope and price new clients by analyzing the monthly transaction volume and surfacing areas in their books that will need attention.
Scrutinize + Xero
Integrating your XERO file directly allows Scrutinize to access richer data and provide you with quick, accurate reports on underlying issues in your books. In addition to the most common errors, we surface insights about transaction volume and user activity that you can use to improve your scoping process, close team training gaps and streamline capacity planning.
Getting started
To get started, create a new client in Scrutinize, then run a new report. Choose the XERO direct integration to connect directly with the file you want Scrutinize to analyze. Then customize anomaly categories and thresholds to be specific to the file you are reviewing. Finally select a date range and name the report. In seconds, your report will be ready for your review.
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