Guided Assurance integration

When full integration is configured, Guided Assurance populates key values in Audit Intelligence Analyze. You can replace these values, and changes you make don't transfer back to Guided Assurance.

Forms that integrate with Audit Intelligence Analyze

The following Guided Assurance forms provide values to Audit Intelligence Analyze when full integration is configured.
Form
Values provided
Where values appear in Audit Intelligence Analyze
CX-2 Financial Statement Materiality (for Planning Purposes)
Tolerable misstatement values
Step 2 dropdown
CX-7.1 Risk Assessment (all variants)
Assertions; Risk of Material Misstatement (RoMM), auto-populated based on inherent and control risk settings
Extent of Testing
Test a Sample
Assertion
dropdown

Integration data transfer

The integration between Guided Assurance and Audit Intelligence Analyze is unidirectional. Values transfer from Guided Assurance into Audit Intelligence Analyze, but changes you make in Audit Intelligence Analyze don't update forms in Guided Assurance.

Integrated values

Guided Assurance values populate as defaults in Audit Intelligence Analyze. You can replace any default value using the following options.
Value type
How to replace
Tolerable misstatement
Select
Other
from the dropdown and enter a custom value.
Assertions/RoMM
Select a different value from the dropdown, or enter a value manually.