Who this is for. Everyone who uses or supports SmartResearch. Access. What you can see in the product depends on your role and on the SmartFlow instance selected in the header. See Roles and Access Reference.
This guide covers SmartResearch in the Auditoria platform, for the people who use or support it day to day. It assumes you know your own finance processes but not the product: no SQL, no report-builder experience and no prior Auditoria training is expected.
Read Get started before your first session. It takes about fifteen minutes and prevents the two most common early disappointments, which are asking a question the connected data cannot answer and reading a figure whose scope you had not noticed. After that, use the rest of the guide as reference rather than reading it end to end.
Three audiences use this guide, and each has a different starting point and a different set of articles that matter. The guide is revised with each release, and Change Log records what changed.
Find your reading path
Table 1. Where to start, by role
You are |
Start with |
Then read |
You can skip |
|---|---|---|---|
Finance and operations. You process and review invoices, payments and collections, or handle exceptions and reconciliations |
Ask a Question, then Read an Answer |
Configuring SmartResearch, unless you also administer the tenant |
|
Managers and finance leaders. You need visibility into spend, vendor exposure, receivables risk and processing performance |
Metric Validation Status, so you know which figures have been reviewed |
Build a skill, until your team has a workflow worth packaging |
|
Implementation and administration. You own the ERP connection, the data, or the metric definitions |
What Data SmartResearch Can Reach, then Stock Questions to Test Before Go-live |
Nothing. You are the audience for the whole guide |
How the guide is organized
Table 2. The six sections
Section |
What it covers |
Read it |
|---|---|---|
Get started |
What the product is, who it is for, what it can and cannot do, and what data it reaches. |
Once, before your first session. |
Configuring SmartResearch |
Instances, connections, external data sources and personal defaults. |
When you set up a tenant, or when answers are scoped wrongly. |
Using SmartResearch |
Asking, reading answers, managing chats, and packaging repeatable work as Skills. |
As reference, in your first working week. |
Metrics Studio |
The governed metric catalog, validation status, and creating or editing metrics. |
When a number needs to mean the same thing to everyone. |
Troubleshooting and support |
What to do when an answer looks wrong, FAQs, usage tracking, and how to reach Support. |
When something does not behave as expected. |
Version history |
What changed in each release. |
After an upgrade. |
Conventions used in this guide
Bold marks something you select or type in the product: a button, tab, field or menu item.
Each article opens with a Who this is for note giving the audience and any permission or feature requirement.
Procedures are numbered and give one action per step, with the result stated at the end.
Figures show the product as it appears with sample data. Your own screens will show your tenant’s records.
Screens differ by role and by tenant configuration. If an article describes a control you cannot see, check the Who this is for note first. The usual cause is a permission or a feature that is not enabled for your tenant, not a fault.