GenialAI Audit documentation
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
| Menu Item | Function 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] | |
| Account | Change username or email address for the current user |
| Password | Change password for the current user |
| Test | Edit settings for client, test and stream (Only for Power User) |
| [Language] | Switch interface language |
| [Logout] | Logout and go back to login screen |
IT Administrator
| Menu Item | Function Overview |
| [Settings] | |
| Account | Change username or email address for the current user |
| Password | Change password for the current user |
| Users | Add and manage users |
| Password Policy | Configure the password policy that applies to all users in your accounting firm |
| [Language] | Switch interface language |
| [Logout] | Logout and go back to login screen |