Preliminary Analytics

Step 1 — Upload Financial Data

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Drop file here or browse to upload

Accepts Excel (.xlsx) or CSV (.csv)

Required data in your file

A column containing financial statement line items

A column containing prior year balances

A column containing current year balances

Your file may contain additional columns such as multiple years or other data. After uploading your file, you will select which columns represent:

Line Item · Prior Year · Current Year

Excel .xlsx CSV .csv

Step 2 — Engagement Settings

Industry

Planning Materiality ($)

⚠️ Please select an Industry and enter a Planning Materiality value before confirming columns.

Step 3 — Analytics

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Upload your financial data to generate the analytics table.

Once you upload your Income Statement data and map your columns, the analytics table will appear here with year-over-year changes, expectations, and materiality flags.

This section will display

Line items with prior and current year balances

Dollar and percentage changes

Auditor expectations and variance analysis

Materiality threshold comparison and flags

Relevant metrics (gross margin, EBITDA)

Industry comparison benchmarks

Audit comment and follow-up fields

Export-ready workpaper format

Ratio Analysis

Select the client's industry in Engagement Settings. AuditHubs calculates the most relevant ratios using the Balance Sheet and Income Statement data already loaded.

Ratios are compared between current and prior year, and significant movements are flagged for review. Use the Notes column to document explanations for unusual movements as part of planning analytics.

Ratio Analysis — auto-calculated from BS & IS data

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Upload Balance Sheet and / or Income Statement data first.

Ratios will be calculated automatically once you load data in the BS or IS tabs. Missing accounts will show N/A.