The platform's AI-driven analysis automatically validates calculations across every page of your financial statements, ensuring accuracy for all subtotals and totals.
1. Monitor Real-Time Validation
Tickmarks Panel: Track validation progress through the left-hand panel.
Live Processing: Tickmarks populate in real-time as the AI scans the document.
Status Updates: View processing percentages (e.g., "Processing Mathematical Accuracy: 80%") at the bottom of the interface.
2. Review and Audit Calculations
Focused View: Click any individual tickmark or total to open a breakdown of the specific numbers included in that calculation.
Highlight Views: Use the toggle to switch between four different view options, such as Column or Row, to visually verify math completeness.
Discrepancy Detection: The system automatically identifies calculated values and any differences found.
3. Manual Adjustments and Management
Add Missing Calculations: If the AI misses a specific total, click the Add MA Tickmark icon.
Define Targets: Select the mathematical accuracy tickmark target, then click and drag to highlight the numbers required for the calculation.
Edit Totals: Use the Mathematical Accuracy Details Panel to click into calculation boxes and modify symbols; ensure you click Save Changes to update the record.
Delete Tickmarks: Remove tickmarks via the Details Panel. A confirmation message will appear in the bottom right corner once deleted.
