Desktop Analytics, AI and the Future (1.5 CPE)

This is an archived session with Harry Wiseman from the Auditopia 2026 IDEA Conference.

Data constantly moves throughout the audit and analytics lifecycle—from source systems and ERP platforms to analysis, reporting, visualization, and increasingly, AI-enabled environments. Understanding how that data flows and how to maximize its value at each stage is essential.

This session provides an overview of the Desktop Analytics ecosystem and demonstrates how organizations can extract data from enterprise systems, prepare and analyze entire populations, and transform data into meaningful insights. Attendees will explore how technologies such as Smart Exporter, IDEA, and Smart Analyzer work together to support data acquisition, analysis, visualization, and results sharing while maintaining transparency and auditability throughout the process.

What to Expect:

• • An overview of the Desktop Analytics ecosystem, including IDEA, Smart Exporter, , and Smart Analyzer.

• • Insights into how audit data can be extracted, prepared, analyzed, and shared across the audit lifecycle.

• • A look at current capabilities and future directions for Desktop Analytics in an AI-enabled world.

Learning Objectives

The participants will be able to:

• • Describe how data flows through the Desktop Analytics ecosystem from acquisition and preparation to analysis and reporting.

• • Identify the roles of Smart Exporter, IDEA, and Smart Analyzer within the audit analytics process.

• • Recognize emerging trends and future opportunities for leveraging AI and analytics technologies in audit and assurance activities.

Field of Study: Computer Software & Applications (1.5 CPE)   ~   Program Knowledge: Intermediate   ~   Duration: 80 min