Glossary

A

• account

• account assignment

• account group

• adjustment

• analytics

• analytic test

• artificial intelligence (AI)

B

• business units

C

• carry forward

• client

• company

• connector

• consolidation

• contact

• control

• customer

D

• data connector

• dataset

• dataset type

• data source

• dimension

• document

• document type

E

• engagement

• engagement team member

• entity

• entity association

• external consolidation

F

• final balance

• financial statement

• financial statement area

• firm

• firm author

• firm template

G

• generative AI

• group

• grouping structure

H

• Hybrid Cloud

I

• interim balance

• issue

J

• job

L

• large language model

M

• machine learning

O

• organization

P

• planning balance

• primary author

• product template

• project

• provider binding

Q

• query

R

• reporting period

• review note

• review tools

• risk

• risk assessment

• risk library

• role

• roll forward

S

• schema

• schemaless

• signoff

• signoff role

• signoff scheme

• staff user

• subsidiary

T

• tag

• template

• trial balance

U

• user group

V

• visibility settings

X

• XBRL fact

Y

• year-end

Z

• zero-balance account