Audit Trail

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Overview

Tight’s Audit Trail automatically tracks every modification to every entity, creating an immutable record of who changed what, when, and through which channel. This audit trail is kept up to date without any development work required from your team. The audit trail captures changes at the field level across all entity types: bank transactions, invoices, manual journal entries, general ledger accounts, and more. Each revision includes the editor’s identity, timestamp, and source of the change.

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Importance of an Audit Trail

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Building confidence

For platforms serving business owners, audit trail functionality is a necessity. The ability to answer “Who changed this and when?” is fundamental to building trust with business owners who demand financial accountability. Business owners expect the ability to roll back changes and revert to an earlier revision of any transaction or entity, similar to what users see in Google Docs and other popular tools. Tight tracks changes at the field level, not just the entity level, and allows easy rollbacks.

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Preparing for audits

For platforms serving enterprises, maintaining data integrity and accountability is paramount during investigations or audits.

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Checks and Balances

In professional bookkeeping workflows, multiple stakeholders interact with the same financial data. Business owners create invoices, bookkeepers adjust transactions, and accountants perform closings. Tight’s audit trail creates natural accountability by making every action visible and attributable to a specific person.

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Use Cases

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Transaction auditing

Review the complete history of a specific transaction to understand how it evolved. On any given transaction, a business owner may want to look at the categorization history, application of rules, matching to other entities, and any bookkeeper edits. Additionally, if the business owner doesn’t agree with a bookkeeper edit, or vice versa, they might decide to restore an earlier version of the given transaction. Learn how to audit an entity.

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Company auditing

Bookkeepers commonly need to review all changes made to a company’s books within a specific time period, pulling up the past 30 days to see which transactions were recategorized, which invoices were edited, and which manual journal entries were created. The full audit trail provides this complete picture of accounting activity without requiring checking each transaction individually.

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Bookkeeper auditing

For bookkeeping firms managing multiple clients or platforms with assisted bookkeeping services, you can audit a specific editor to see changes made by a particular bookkeeper across all their client companies. This cross-company view provides valuable insights into bookkeeper activity and quality.