Getting Started with Validate

Description Getting Started with Validate Validate is a cloud-based application that streamlines the financial statement review process using AI-assisted checks, collaboration tools, and version control features. This course provides a guided introduction to Validate, helping you confidently navigate its key tools and workflows. You'll learn how to review automated findings, confirm consistency checks, collaborate with team members, and finalize your review for export. Whether you're reviewing indeterminate items, applying filters, or using version compare, this course walks you through the essential steps. The Getting Started with Validate course is composed of: video tutorials – explore each key feature through short, focused walkthroughs interactive elements – step-by-step visuals, annotated screenshots, and animated demos knowledge checks – test your understanding along the way optional reference tools – quick access to help guides and platform documentation By the end of this course, you'll be ready to complete your first review engagement in Validate with clarity and confidence. Objectives Course Objectives: Explain the overall purpose of Validate and its role in automating the financial statement review process. Navigate the Validate interface to locate tools for reviewing findings and managing documents. Identify the different types of validation results, including valid checks, errors, and indeterminates. Apply filters and sorting options to efficiently review findings in the Summary of Findings. Resolve indeterminate and error findings using editing tools and internal references. Use comments to collaborate with team members and clarify outstanding issues. Compare document versions using the Version Compare tool and manage detected differences. Implement review workflows using checklists and visual guides to ensure all findings are addressed. Access official user guides and support content directly from within the platform for additional help. Finalize the review by confirming all findings have been resolved and exporting the validated report.