What is Sheetsway used for?

Sheetsway is used to automate audit work, including data extraction from client files, trial balance mapping, risk analysis, working papers and financial statements.

Does Sheetsway use AI?

Yes. Sheetsway applies AI and OCR to extract data from files, classify trial balances, analyze ledger risk and generate tailored audit procedures.

Does Sheetsway support audit standards?

Yes. Sheetsway supports ISA standards and covers audit planning, risk assessment, working papers and financial statement preparation within one platform.

What are the best alternatives to Sheetsway?

Popular alternatives to Sheetsway include CaseWare, DataSnipper, MindBridge and AuditBoard, each covering audit workflows, data extraction or risk analytics.

Sheetsway Reviews, Features & Alternatives

Overview

What is Sheetsway?

Sheetsway is an AI-powered audit platform that pulls data from Excel, Word, PDF, ERP and CRM files into structured audit workflows. It classifies and maps trial balances, runs risk analysis on general ledger transactions, generates tailored audit procedures, and produces financial statements and audit letters. Small and mid-sized audit firms, internal audit teams, compliance professionals and ESG assurance providers use Sheetsway to plan engagements, prepare working papers and collaborate with clients.

Best for

Audit FirmsInternal Audit TeamsCompliance ProfessionalsESG Assurance ProvidersAccounting Practices

Product snapshot

Category: Data Extraction & Collection
Best for: Small audit firms
Deployment: Cloud
Free trial: No
Integrations: Excel, ERP, CRM files
AI features: Yes

Key features

Key features of Sheetsway

Trial balance mapping

Classifies and maps trial balance accounts automatically for audit files.

Ledger risk analysis

Runs risk analysis across general ledger transactions to flag issues.

Tailored audit procedures

Generates procedures based on client industry, balances and risk findings.

Multi-format data import

Pulls data from Excel, Word, PDF, ERP and CRM sources.

Client collaboration portal

Shared portals let auditors and clients exchange queries and documents.

Statement generation

Produces financial statements and audit letters from completed working papers.

Reviews

Sheetsway reviews

Overall

Nobody has reviewed

What users like

Automates trial balance mapping
Generates tailored audit procedures
Imports data from many formats
Built-in client document exchange

What users dislike

Pricing is not published
No free trial offered
Narrow focus on audit work
Limited named third-party integrations

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Alternatives

Top Sheetsway alternatives

CaseWare
Best for
Established audit firms
Why choose it
Widely used audit and working paper software
View CaseWare
DataSnipper
Best for
Excel-based auditors
Why choose it
Extracts and matches document data inside Excel
View DataSnipper
MindBridge
Best for
Ledger risk analytics
Why choose it
AI risk scoring across financial transactions
AuditBoard
Best for
Internal audit teams
Why choose it
Connected audit, risk and compliance platform

Integrations

Sheetsway integrations

Sheetsway is built to take in the files auditors already receive from clients. It imports data from Excel spreadsheets, Word documents and PDF files, and it can pull exports from ERP and CRM systems into its working papers. Online spreadsheets with OCR and AI tools help teams reference source documents and test balances without retyping figures. Trial balances and general ledger data feed directly into mapping and risk analysis, and the results flow through to financial statements and audit letters. A client portal handles document requests and queries, so evidence collection stays inside the platform. Teams with specific accounting systems should confirm supported connectors with the vendor.

FAQ

Sheetsway