Office of Finance Starter Kit

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Get Started with Finance Automation

Download the Office of Finance Starter Kit to get started now. With these pre-populated workflows and solutions, you can tackle a variety of tax & audit projects such as:

Tax

• Sales tax reporting

• Income tax provision compliance

• Fixed asset depreciation

• R&D calculations

• Sales apportionment

Audit

• Population Testing

• Substantive testing

• Risk analysis calculations

• Compliance documentation

• Internal control testing

 

Starter Kit Features

Reconcile Assets and Liabilities

Quickly reconcile your balance sheet and easily identify discrepancies without wasting hours wrangling data in Excel spreadsheets or data from financial systems.

Forecast Cash Flow

Project future inflows and outflows of cash to optimize runway and manage working capital.

Monitor YTD Finance KPIs

Leverage analytic workflows to monitor financial performance and set parameters to respond to changes in expected activity.

After installing the yxi, the Starter Kits can be found in the Help => Sample Workflows => Starter Kits menu

 

[ciela23]

I dont see the audit tools when i downloaded

[LHarvey]

Nothing happens when I press the Download button.  How can I download this starter kit?  And where will it be saved to?

[Ebrahim_Shehab]

Hi, I downloaded the starter Kit for finance but I didn't find Audit workflows

[andrewdatakim]

Agreeing with @Ebrahim_Shehab here. It is still the original set of workflows from the Finance Starter Kit. Will this be getting expanded to these or is there a separate Audit kit that will be coming out?