Change the trial balance once. The engagement updates with it.
Stop formatting spreadsheets, rebuilding mappings and manually carrying updated balances from one workpaper to another.
Trial balance agent
Riverside_TB_Final_v7.xlsxFirm mapping → prior year → account description. High confidence maps itself; the uncertain surfaces for a person.
Playing: 184 accounts · 169 mapped · 15 for review → Adjustment approved · TB updated → Connected areas updated
Hours preparing data
Stop formatting, remapping and transferring balances.
Engagement consistency
Everything works from the same numbers.
Review clean-up
Find inconsistencies before the reviewer does.
In action
Trial Balance & Consolidation Agents in action.
The Trial Balance Agent ingests the client’s data in its existing format, maps accounts using your firm’s mapping, historical engagements and account descriptions, and connects the trial balance directly to adjustments, materiality, scoping, analytics and financial reporting.
Trial balance agent
Riverside_TB_Final_v7.xlsxFirm mapping → prior year → account description. High confidence maps itself; the uncertain surfaces for a person.
The difference
The process today, and with Validate.
Traditional
7 steps- 1Client TB
- 2Reformat in Excel
- 3Match the import template
- 4Upload
- 5Fix errors
- 6Manually map accounts
- 7Review
Validate
4 steps- 1Client TB
- 2Upload in its existing format
- 3AI structures and maps
- 4Review exceptions
Your team reviews the exceptions and approves.
One trial balance. One source of truth.