Learning Center
Tutorial · Audit Intelligence
Audit Intelligence — Complete Walkthrough
A 20-step guide to preparing a complete, reconciled, audit-ready financial package while working with an independent auditor. Pinnacle supports the audit workflow — Pinnacle does not independently issue an audit opinion.
1
Welcome to Audit Intelligence
PFI Audit Intelligence is a 16-section Prepared Audit File workspace covering Audit Readiness, AJEs, PBC Requests, Financial Statements, Statement Versions, ERP Connectors, and the Auditor Portal. This full walkthrough covers every tab.
2
Audit Overview
3
Audit Readiness
4
Adjustment Engine
5
PBC / Requests
6
Audit Intelligence
7
Financial Statements
8
Statement Versions
9
ERP Connectors
Direct ERP connections — Coming Soon
10
Auditor Portal
11