Launch a workflow for a new client using direct integration

This article will cover how to launch a workflow for a new client using a direct integration with your client's ledger system or through uploading files.

Create a new client

Click the Client dropdown on the left navigation panel and select + Add a New Client.

Add client name

In the modal that pops up, first add your new client name.

Add a data source through direct integration

Next select the data source you wish to use for this client. Both QuickBooks Online or Xero will redirect you to their login screens then take you back to this modal. Once you are taken back to the modal, click Next to continue.

Select a workflow

Select an existing workflow from the dropdown. The workflow you select will determine the set of steps and data elements you will review. New workflow types can be created and customized in the Configurations section.

Select a period

Select the period you wish to analyze. This period (for workflows created with direct integrations) will determine the range of data Scrutinize analyzes.

Click Submit

Click the green Submit button to launch the workflow.