Audit Sight Inc.

Artificial Intelligence

• Design Financial Due Diligence Workflows
• Break down financial due diligence procedures into clear steps, inputs, calculations, decision points, outputs, and review requirements.
• Design workflows for areas such as quality of earnings, revenue, payroll, working capital, customer concentration, operating expenses, debt, and other transaction-related analyses.
• Define the documents and data required to complete each procedure.
• Create standardized request lists tied to individual procedures.
• Identify which parts of a procedure should be completed through deterministic software, AI analysis, or professional judgment.
• Develop AI Agent Instructions
• Write and refine system prompts, workflow instructions, data-extraction requirements, and output specifications for AI agents.
• Define how agents should distinguish verified facts, calculations, assumptions, hypotheses, exceptions, and unresolved questions.
• Establish source-traceability requirements so every material output can be tied back to the underlying document, dataset, or calculation.
• Design guardrails that prevent unsupported conclusions and require the system to disclose missing or conflicting information.
• Test AI outputs across different companies, industries, data structures, and accounting systems.
• Build Reviewable and Defensible Outputs
• Define the workpapers, findings, schedules, and summaries produced by each workflow.
• Ensure AI-generated analyses are easy for transaction advisory professionals to review, challenge, edit, and approve.
• Design workflows that preserve an audit trail of source documents, calculations, assumptions, reviewer changes, and final conclusions.
• Establish clear escalation rules for matters requiring professional judgment or additional client information.
• Help develop consistent standards for what constitutes a complete and supportable diligence finding.
• Partner with Product and Engineering
• Work closely with product managers, designers, engineers, and financial diligence professionals.
• Translate practitioner requirements into detailed product and workflow specifications.
• Review prototypes and provide feedback on usability, calculation logic, workflow sequencing, and professional relevance.
• Help prioritize new procedures and product capabilities based on customer needs and implementation complexity.
• Participate in customer discovery sessions and convert practitioner feedback into product improvements.
• Validate and Improve the System
• Create test cases and expected results for new workflows.
• Evaluate workflow performance for accuracy, consistency, completeness, and usefulness.
• Identify recurring AI failure modes and improve prompts, instructions, validation rules, or product controls.
• Compare system-generated analyses with manually prepared diligence workpapers.
• Continuously improve procedures based on customer feedback, emerging AI capabilities, and changes in diligence practices.

AI Workflow Expert