# Finspectors

## Documentation

- [Finspectors Documentation](https://finspectors.gitbook.io/finspectors-documentation/readme.md)
- [General Modules](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules.md): General Modules cover the foundational setup areas in Finspectors, helping you configure your organisation, manage client information requests and organise documents for every engagement.
- [Organisation setup](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/organisation-setup.md): Organisation setup lets you create your firm profile, enter company details and prepare your workspace so you can add users, manage clients and start creating audit engagements.
- [Create and Setup your Organisation](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/organisation-setup/create-and-setup-your-organisation.md): 👋 Welcome to Finspectors. Before starting your first audit, create your organisation so all users, clients, engagements, and permissions stay managed in one secure workspace.
- [User Access Management](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/organisation-setup/user-access-management.md): Manage all users in your organisation by inviting new members, assigning roles, and controlling access to engagements from a single, secure dashboard.
- [Client & Engagement Management](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/organisation-setup/client-and-engagement-management.md): Manage all clients and engagements in one place. Create clients, set up engagements, assign users, archive completed work, and control access to ensure your audit workflows stay organised and secure.
- [Reset your Password](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/organisation-setup/reset-your-password.md): Use this option if you are unable to log in. You can reset your password by entering your registered email and following the link sent to you.
- [File Manager](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/file-manager.md): Manage all your audit files in one place. Create folders, upload documents, remove outdated files and use templates to keep your engagement workspace organised and easy to navigate.
- [Create Folder](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/file-manager/create-folder.md): Create folders to organise your audit documents. Structure working papers, evidence and client uploads into clear sections so your engagement stays clean and easy to navigate.
- [Upload document](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/file-manager/upload-document.md): Upload documents directly into your engagement workspace. Choose a folder, add your files and keep all audit evidence organised and easy to access during the engagement.
- [Delete document](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/file-manager/delete-document.md): Remove unwanted or outdated files from your engagement. Select the document, open the action menu and delete it to keep your file manager clean and organised.
- [Template library](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/file-manager/template-library.md)
- [Templates](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/templates.md): Create, manage and reuse standardized templates for workpapers, reporting, evidence testing and client requests to improve audit consistency and execution speed.
- [Approval Flow](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules/approval-flow.md): Configure multi-level approvals for engagement activities and workpapers to ensure reviews, sign-offs and audit quality controls are completed before finalization.
- [Concepts & Glossary](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/concepts-and-glossary.md): This section explains all key audit and product terms in simple language so auditors can quickly understand materiality, assertions, risk levels, sampling methods and core workflow concepts.
- [Roles & responsibilities](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/roles-and-responsibilities.md): Finspectors uses role based access to control who can manage the organisation, clients and engagements. Each role has specific permissions to keep data secure and ensure teams work efficiently.
- [Integrations](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/integrations.md): The Integrations module connects Finspectors with your existing document storage and accounting platforms. Connected services can be accessed directly from the product, reducing manual uploads and rep
- [Google Drive](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/integrations/google-drive.md): Connect your Google Drive account with Finspectors to access engagement documents directly from the File Manager. Once connected, you can browse your Google Drive, use supporting documents in audit pr
- [One Drive](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/integrations/one-drive.md): Connect your Microsoft OneDrive account with Finspectors to access engagement documents directly from the File Manager. Once connected, you can browse your OneDrive, use supporting documents in audit
- [Upload](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/upload.md): Before auditors can begin planning and execution activities, the engagement data must be uploaded and validated. Finspectors guides users through a structured onboarding workflow to ensure Trial Balan
- [Requests](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/requests.md): The Requests module helps auditors manage the entire client information request process in a structured and trackable manner.
- [Creating a checklist](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/requests/creating-a-checklist.md): A checklist helps auditors request information, documents and confirmations from clients in a structured way. You can create a checklist from scratch or use a template.
- [Sharing a checklist](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/requests/sharing-a-checklist.md): Once a checklist is created, you can share it with external collaborators so they can view the requests and submit the required information.
- [Approving a checklist](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/requests/approving-a-checklist.md): Approve submitted checklists to confirm client responses are complete and ready for audit use.
- [Planning](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/planning.md): Planning sets the foundation for your audit. Define materiality, assess risks, scope key areas and design sampling so your audit begins with clarity and a structured approach.
- [Materiality](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/planning/materiality.md): Set materiality using benchmark selection, risk-based adjustments and threshold tuning. The system recommends values while allowing auditors to review, adjust and justify final thresholds.
- [Risk Assessment](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/planning/risk-assessment.md): Assess audit risk using FSLI inputs, configurable risk rules and AI-driven analysis. Review results at both FSLI and transaction levels before finalizing assessed risk.
- [Configure](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/planning/risk-assessment/configure.md): Configure lets you review and customise the risk rules used in the assessment model. Edit rule logic, adjust thresholds and apply changes before running the full risk engine.
- [Machine Learning Algorithm](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/planning/risk-assessment/machine-learning-algorithm.md): The machine learning engine analyses company data to spot activity that looks unusual. It highlights items that do not follow typical patterns and may benefit from auditor review.
- [Risk Dashboard walkthrough](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/planning/risk-assessment/risk-dashboard-walkthrough.md): The risk dashboard gives a visual overview of high, medium & low risk activity across the ledger. It helps auditors spot trends, understand risk concentration and prioritise areas for detailed testing
- [FSLI Scoring](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/planning/risk-assessment/fsli-scoring.md): FSLI scoring rolls up transaction-level risk to each financial statement line item, showing High, Medium or Low risk and highlighting which assertions need deeper audit focus
- [Assertion Scoring](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/planning/risk-assessment/assertion-scoring.md): Assertion scoring evaluates each financial statement line item against core audit assertions like existence, completeness and accuracy, highlighting which areas need deeper testing based on risk.
- [Result Views](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/planning/risk-assessment/result-views.md): Review finalized risk assessment results through dashboard summaries, FSLI-level views and transaction-level analysis to understand risk distribution, triggered rules and assessed risk outputs.
- [Scoping](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/planning/scoping.md): Define which FSLIs fall within audit scope based on materiality and assessed risk. Auditors can review, override and justify scoping decisions before moving to sampling.
- [Execution](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/execution.md): The Execution section contains the operational audit procedures performed during fieldwork.
- [Sampling](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/execution/sampling.md): Sampling selects transactions for testing based on risk, thresholds or statistical methods, helping auditors gather evidence efficiently while maintaining audit quality and coverage.
- [Targeted Testing](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/execution/sampling/targeted-testing.md): Targeted sampling lets you choose transactions using judgment based methods like risk based, top value, thresholds or coverage, giving full control over which items you include for testing.
- [Non-Statistical Sampling](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/execution/sampling/non-statistical-sampling.md): Non-Statistical sampling calculates the required sample size using tolerable misstatement & Risk levels. Fins Brain computes the count, & auditors can review or adjust before generating samples
- [Workpapers](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/execution/workpapers.md): Manage audit workpapers across planning, execution and completion stages. Track FSLI activities, assertions, assignments, reviews and progress from one centralized workspace.
- [Add Empty Workbook](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/execution/workpapers/add-empty-workbook.md): Create a blank workpaper for custom audit procedures, manual testing and engagement-specific documentation directly within the Workpapers module.
- [Import from Templates](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/execution/workpapers/import-from-templates.md): Use predefined workpaper templates to standardize audit procedures, testing workflows and documentation across engagements and audit teams.
- [Test of Details](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/execution/test-of-details.md): Perform detailed transaction testing using sampled data, supporting evidence and configurable validation rules. Review results with linked source evidence and exception highlights.
- [Test of Controls](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/execution/test-of-controls.md)
- [Analytical Procedures](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/execution/analytical-procedures.md)
- [Other Procedures](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/execution/other-procedures.md)
- [Completion](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/completion.md)
- [Analytical Procedures](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/completion/analytical-procedures.md)
- [Checklist & Reports](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/completion/checklist-and-reports.md)
- [Reporting](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/reporting.md)
- [Financial Statement Review](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/reporting/financial-statement-review.md): Financial statement validation checks your financial statements for accuracy, consistency, spelling, prior year alignment and version differences. Upload current and prior statements, review findings
- [Match Accuracy](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/reporting/financial-statement-review/match-accuracy.md): Math Accuracy checks the financial statements for correct additions, subtractions and totals. Findings appear on the left and clicking any item highlights the exact error for review and correction.
- [Consistency](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/reporting/financial-statement-review/consistency.md): Consistency checks whether the same numbers appearing across the financial statements & notes match. Findings show mismatches & clicking an item highlights the exact location for review and correction
- [Spell Check](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/reporting/financial-statement-review/spell-check.md): Spell Check scans the financial statements for spelling errors in headings, notes and descriptions. Findings appear on the left, and clicking any item highlights the exact text for correction.
- [Prior Year Comparison](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/reporting/financial-statement-review/prior-year-comparison.md): Prior Year Comparison checks whether prior year numbers shown in the current financial statements match the actual figures from last year’s statements. Differences are highlighted for review
- [Version Comparison](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/reporting/financial-statement-review/version-comparison.md): Version Comparison highlights all changes between two versions of the financial statements. Findings appear on the left, and clicking any item shows the exact differences in both versions.
- [Audit Report Preparation](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/reporting/audit-report-preparation.md)
- [Unqualified Report](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/reporting/audit-report-preparation/unqualified-report.md)
- [Qualified Report](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/reporting/audit-report-preparation/qualified-report.md)
- [Reserve opinion](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/reporting/audit-report-preparation/reserve-opinion.md)
- [Guide](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-external-collaborator-view/guide.md)
- [Requests](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-external-collaborator-view/requests.md): The Requests module helps External collaborator to manage the entire information request process in a structured and trackable manner.
- [Support](https://finspectors.gitbook.io/finspectors-documentation/support/support.md): Need assistance with Finspectors? This section helps you connect with our team for onboarding, troubleshooting and product support.