Setup Wizard
Welcome to AssurAI
Step 1 of 6 · Account Details
50%
Completed
Account Details
Your account has been set up. You can update these in Profile Settings.
Full Name
Email Address
Role
Security
Password set
Completed
Organization Setup
Your organization profile has been configured. These settings apply to all users in your workspace.
Organization Profile
Organization NameAcme Corporation
IndustryFinancial Services
Size2,500–5,000 employees
Fiscal Year EndDecember 31
Regulatory FrameworkSOX · COSO 2013 · PCAOB
HQ TimezoneAmerica/New_York (ET)
Subscription
PlanPro
User Seats25 seats
Billing CycleAnnual · Renews Dec 2026
Step 3 of 6
Invite Your Team
Add colleagues to your AssurAI workspace. They'll receive an email invitation to set up their account.
Invitations are sent by email. You can manage your team and roles from Settings → Team at any time.
Add Team Member
Invited this session 0
Step 4 of 6
Enable Modules
Choose the modules you need. You can enable or disable them at any time from Settings.
📊
SOX Compliance
ICFR testing, controls, sign-off workflows, and PCAOB-ready workpapers.
🔍
Internal Audit
Engagement management, risk-based audit planning, and findings tracking.
⚠️
ERM
Enterprise risk register, heat maps, risk appetite, and mitigation tracking.
🛡️
BCM
Business continuity plans, BIA, RTO/RPO tracking, and tabletop exercises.
📅
Compliance Calendar
Regulatory deadlines, filing reminders, and cross-module milestone tracking.
🤖
AI Copilot
AI-assisted workpaper drafting, risk summarization, and narrative generation.
Compliance
Policy, regulatory compliance & obligations tracking
Financial Intelligence
Financial risk, fraud detection & data analytics
4 of 8 modules selected
Step 5 of 6
Import Existing Data
Bring in your existing controls, risks, or workpapers to hit the ground running. You can also start fresh.
📗
Upload Excel / CSV
Import controls list, risk register, or test procedures from a spreadsheet. Supported: .xlsx, .csv
🔗
Connect Workiva
Sync controls, frameworks, and certifications directly from your Workiva environment.
⚙️
Connect ServiceNow GRC
Pull risks, controls, and audit issues from ServiceNow via REST API.
🚀
Start Fresh
Begin with AssurAI's industry-standard templates and build your library from scratch.
Drop your file here or click to browse
Supported: .xlsx, .csv · Max 50 MB
🎉
You're all set!
Your AssurAI workspace is configured and ready. Complete the quick-start checklist below to get maximum value from day one.
Setup 65% complete
You're almost there. A few quick actions will get you to 100% and unlock the full AssurAI experience.
Account created
Organization configured
3 team members invited
4 modules activated
First control added
First audit engagement created
Quick Start Checklist
0 / 8 done
Verify your account email
View
Complete organization profile
Edit
Invite at least one team member
Invite
Add your first control to the SOX module
Go →
Create your first audit engagement
Go →
Upload your risk register or chart of accounts
Import
Connect an integration (Jira, Slack, or ERP)
Go →
Run your first AI tool (CoPilot or ABC Testing Engine)
Go →
Setup Progress Overview
3/5
Team Invited
3 of 5 seats filled
4/8
Modules Active
SOX · Audit · ERM · BCM
65%
Setup Complete
2 actions remaining
~2d
Est. Go-Live
Sep 19, 2026