GenialAI Audit documentation

Product Overview

Product Overview

GenialAI Audit is a cloud-based software that automates vouching with AI-OCR and rule-based matching algorithms, where a user uploads population Excel and supporting PDF documents. GenialAI makes efficient use of server resources as multiple users can collaborate seamlessly on the system.

Unlike other AI-OCR products that require OCR templates, GenialAI OCR can generate templates automatically. This makes it possible to read a wide variety of supporting documents.

Currently, GenialAI supports Chrome and Edge (Chromium version).

Menu Overview

After a user logs in, GenialAI shows the home screen for the current user's role. There are three roles: Power User, General User and IT Administrator.

The following section will walk you through the home screens and functionalities by user type.

Power User / General User

Home screen for Power User / General User: Vouching result review screen
Menu ItemFunction Overview
[Change Test]Switch client, test and/or stream
[Category]List and edit categories
[Template]List and edit templates
[File Management]List and edit populations and supporting documents
[Vouching]Start a new vouching configuration, review vouching results, etc.
[Settings]
 AccountChange username or email address for the current user
 PasswordChange password for the current user
 TestEdit settings for client, test and stream (Only for Power User)
[Language]Switch interface language
[Logout]Logout and go back to login screen
Menu for Power User / General User

IT Administrator

Home screen for IT Administrator: User management screen
Menu ItemFunction Overview
[Settings]
 AccountChange username or email address for the current user
 PasswordChange password for the current user
 UsersAdd and manage users
 Password PolicyConfigure the password policy that applies to all users in your accounting firm
[Language]Switch interface language
[Logout]Logout and go back to login screen
Menu for IT Administrator