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Go From Spreadsheets to Automated Analytics

Drive Efficiency in Tax and Audit

Leverage the Alteryx Office of Finance Starter kit to jumpstart tax and audit transformation projects. Reduce time and effort spent manually wrangling and reconciling data with legacy tools and processes. Innovate and modernize tax and audit processes with automated self-service analytics.

Sample Interface of Tax & Audit Analytic Workflows

Get Started with Sample Tax & Audit Analytic Workflows

Download the Office of Finance Starter Kit to get started now. With these pre-populated workflows and solutions, you can tackle a variety of tax & audit projects such as:


  • Sales tax reporting
  • Income tax provision compliance
  • Fixed asset depreciation
  • R&D calculations
  • Sales apportionment


  • Populating testing
  • Substantive testing
  • Risk analysis calculations
  • Compliance documentation
  • Internal control testing

Starter Kit Features

Customer First

Reconcile Assets and Liabilities

Quickly reconcile your balance sheet and easily identify discrepancies without wasting hours wrangling data in Excel spreadsheets or data from financial systems.

Forecast Cash Flow

Project future inflows and outflows of cash to optimize runway and manage working capital.

Monitor YTD Finance KPIs

Leverage analytic workflows to monitor financial performance and set parameters to respond to changes in expected activity.

Alteryx makes me feel powerful. It has helped me develop my self in regards to data driven mindset and problem solving skills.