The Challenge

Audit Sight is a pioneering platform designed to help auditors verify financial transactions with precision and transparency. As demand for its solution grew, the company’s existing technology stack began to limit innovation and scalability.

Their audit workflows were highly manual and data exploration was cumbersome, requiring users to rely on technical expertise rather than focusing on financial insights. The lack of automated classification and natural language interaction created friction for auditors who needed to quickly identify anomalies, trends, and compliance issues.

Audit Sight’s key challenges included:

• Developing effective AI-driven classification algorithms for financial transaction data.
• Building an intuitive, user-friendly interface for exploring data through natural language queries.
• Ensuring data security, isolation, and compliance across multiple clients.
• Providing exportable, annotatable audit reports that integrate seamlessly with existing documentation workflows.

“The natural language query interface is exactly what our users need—it allows them to focus on finding financial insights rather than learning complex technical interfaces. UTurn helped us transform our vision into reality by implementing a solution that truly understands the needs of auditors and financial professionals.”

– Eric Kingrey, Co-Founder and CTO, Audit Sight

The Solution

UTurn Data Solutions led a focused eight-week engagement to design, build, and deploy a tailored AI and analytics architecture within Audit Sight’s AWS environment. The project aligned deeply with business goals, existing data structures, and auditor workflows to deliver immediate value and long-term scalability.

Key elements of the solution included:

• Conducting deep-dive discovery sessions with Audit Sight’s subject matter experts to map data structures, user needs, and workflow pain points.
• Implementing machine learning classification models (Agglomerative Clustering and others) to automatically categorize journal entries, accounts, and related financial records.
• Deploying Amazon QuickSight Q to enable natural language queries, allowing users to ask financial questions in plain English.
• Designing customized data topics with precise naming, synonyms, and aggregation logic for accurate and contextual insights.
• Configuring automated visualizations that generate charts and dashboards dynamically based on query results.
• Enabling data export and collaboration features to support audit documentation and reporting.
• Establishing a secure, multi-tenant architecture built for growth, leveraging AWS EKS, S3, and Glue to ensure data isolation and compliance.

Tech Stack:

AWS QuickSight Q · AWS S3 · AWS Glue · Python (scikit-learn, pandas, numpy) · Machine Learning (Agglomerative Clustering) · Boto3 SDK for S3 Integration

Measurable Results

Audit Sight’s new AI-powered data environment has reshaped the way auditors access and analyze information—improving accuracy, speed, and user satisfaction.

• Faster insights: Auditors can now query complex datasets in seconds using natural language. (Quantify: e.g., 'Query times reduced by 70%').
• Improved accuracy: AI-driven classification significantly reduces manual tagging and potential errors. (Quantify if available).
• Enhanced collaboration: Automated visualization and export features streamline audit documentation.
• Future-ready scalability: AWS architecture supports multiple clients securely with reduced management overhead.
• Superior user experience: Conversational search and contextual visualization increase adoption and satisfaction among auditors.

Why UTurn

Audit Sight selected UTurn for its proven expertise in AWS-powered AI and data solutions, and its ability to translate complex business challenges into scalable, production-ready architectures.

UTurn’s collaborative approach, deep AWS partnership, and focus on measurable business outcomes helped Audit Sight realize its vision of a more intelligent, intuitive, and future-proof audit platform.

Ready to unlock hidden intelligence in your data? Partner with UTurn to build AI-driven analytics solutions that turn complexity into clarity.