---
title: How can I perform AI mapping for a Trial Balance file?
description: Users should be able to perform AI mapping of the trial balance within an engagement.
---

[Skip to content](https://crm.streamworkstech.com/en/engagements/how-can-i-perform-ai-mapping-for-a-trial-balance-file#main-content)

English

Show submenu for translations

[More support](https://crm.streamworkstech.com/en/engagements/kb-tickets/new?hsLang=en)

![Streamworks-Tech-Logo-Horizontal_Dark](https://crm.streamworkstech.com/hs-fs/hubfs/Streamworks%20Tech-Logo-Horizontal-Dark.png?width=475&height=60&name=Streamworks%20Tech-Logo-Horizontal-Dark.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://crm.streamworkstech.com/en/engagements/kb-tickets/new)

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Engagements](https://crm.streamworkstech.com/en/engagements?hsLang=en)
2. [Compilation Engagement](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en)
3. [Active Engagements](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#active-engagements)

# How can I perform AI mapping for a Trial Balance file?

## Users should be able to perform AI mapping of the trial balance within an engagement.

Within the Trial Balance uploader, you will be able to **auto-map the trial balance** using the **Auto-Mapping button** located on **Step 3 of the Trial Balance screen.**

![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Sep-16-2024-08-32-34-9343-PM.png?width=308&height=241&name=image-png-Sep-16-2024-08-32-34-9343-PM.png)

Clicking this will Auto-map any accounts on the left hand side to the right hand side. After mapping is complete, there will be an option to revert the mapping, if need be.

Any AI Mapped accounts will be tagged with an **"AI"** symbol, as shown below:

![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Nov-18-2024-03-27-58-4477-PM.png?width=82&height=50&name=image-png-Nov-18-2024-03-27-58-4477-PM.png)

- [Getting started](https://crm.streamworkstech.com/en/engagements/getting-started?hsLang=en#main-content)
  
  
  
  
  
    - [Account Help](https://crm.streamworkstech.com/en/engagements/getting-started?hsLang=en#account-help)
    - [Getting Started](https://crm.streamworkstech.com/en/engagements/getting-started?hsLang=en#getting-started)
- [General](https://crm.streamworkstech.com/en/engagements/general?hsLang=en)
- [Integrations](https://crm.streamworkstech.com/en/engagements/integrations?hsLang=en)
- [Compilation Engagement](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#main-content)
  
  
  
  
  
    - [Working Papers](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#working-papers)
    - [Firm Admin](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#firm-admin)
    - [Firm Dashboard](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#firm-dashboard)
    - [Client Requests](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#client-requests)
    - [Engagement Settings](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#engagement-settings)
    - [Engagement Dashboard](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#engagement-dashboard)
    - [Template Library](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#template-library)
    - [Archive Engagements](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#archive-engagements)
    - [Active Engagements](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#active-engagements)
    - [Review Note Summary](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#review-note-summary)
    - [User Management](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#user-management)
    - [Getting Started](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#getting-started)
- [TAX](https://crm.streamworkstech.com/en/engagements/tax?hsLang=en)
- [Quick-Start Guide](https://crm.streamworkstech.com/en/engagements/quick-start-guide?hsLang=en)
- [Review Engagement](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#main-content)
  
  
  
  
  
    - [CMS Author - Template Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-template-library)
    - [CMS Author - Notes Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-notes-library)
    - [CMS Author - Risk Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-risk-library)
    - [CMS Author - Procedure Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-procedure-library)
    - [CMS Author - PBC library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-pbc-library)
    - [CMS Author - TB library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-tb-library)
- [Release Notes](https://crm.streamworkstech.com/en/engagements/release-notes?hsLang=en)

[![Streamworks-Tech-Logo-Horizontal_Dark](https://crm.streamworkstech.com/hs-fs/hubfs/Streamworks%20Tech-Logo-Horizontal-Dark.png?width=475&height=60&name=Streamworks%20Tech-Logo-Horizontal-Dark.png "Streamworks-Tech-Logo-Horizontal_Dark")](https://streamworkstech.com/)

streamworkstech.com Help Center

Copyright © 2025, Streamworks Tech Inc.