Thomson Reuters Engagement

Supergood | Thomson Reuters Engagement API

Alex Klarfeld

Alex Klarfeld

— 6 min read

Programmatically access Thomson Reuters Engagement audit binder data, trial balances, workpapers, checklists, and client request workflows with a stable REST API. Supergood builds and operates production-grade, unofficial Engagement integrations so your team can automate audit processes without heavy custom engineering.

Plain English: Thomson Reuters Engagement is audit and workpaper management software used by accounting firms to assemble binders, manage trial balances and lead schedules, execute methodology checklists, and capture review notes and sign-offs. An unofficial API lets you programmatically pull client and engagement lists, trial balance accounts and balances, workpapers, review notes, and checklist states (e.g., from Checkpoint Engage)—and push new workpapers, trial balance updates, PBC requests, assignments, and sign-offs into Engagement.

For a tech company integrating with Thomson Reuters Engagement, this means you can ingest real-time engagement and trial balance data to power analytics, sync client PBC requests into your customer portal or ticketing system, auto-generate workpapers and lead sheets from your product templates, apply AI to summarize review notes and flag risks, orchestrate sign-offs, and keep your platform in lockstep with audit workflows. You can also bridge GL connectors (e.g., QuickBooks Online, NetSuite, Sage Intacct) to automate trial balance import and reclass entries—while coordinating cloud audit steps with Thomson Reuters AdvanceFlow and methodology checklists in Checkpoint Engage.

What is Thomson Reuters Engagement?

Thomson Reuters Engagement (https://www.engagementmanager.thomsonreuters.com/) is audit engagement and workpaper management software within Thomson Reuters’ professional suite for accounting firms. Teams use Engagement to create and manage audit binders, import and adjust trial balances, prepare lead schedules and workpapers, run methodology checklists (e.g., Checkpoint Engage), track review notes, and capture sign-offs across preparers and reviewers. In many firms, cloud audit workflows in AdvanceFlow complement or extend binder-centric work in Engagement.

Core product areas include:

  • Engagement Management (binders, periods, staff assignments, roles/permissions)
  • Trial Balance & Lead Schedules (accounts, adjustments, mapping to leads, materiality)
  • Workpapers & Documents (memos, spreadsheets, supporting evidence, references)
  • Methodology & Checklists (Checkpoint Engage programs, assertions, procedures, statuses)
  • Review & Sign-Offs (notes, tick marks, preparer/reviewer sign-offs, versioning)
  • Client Collaboration (PBC request lists, document intake, reminders; often via AdvanceFlow)

Common data entities:

  • Firms, Users, Roles/Permissions (Partner, Manager, Senior, Staff)
  • Clients/Entities (legal name, EIN, industry, fiscal year)
  • Engagements (audit type, year/period, status, materiality, risk notes)
  • Trial Balance (accounts, classes, lead schedule mapping, posting/adjustments)
  • Workpapers (index, section, type, references, attachments)
  • Checklists & Procedures (Checkpoint Engage programs, assertions, procedures, completion state)
  • Review Notes (author, severity, references, resolution status)
  • Sign-Offs (prepared by, reviewed by, dates, version metadata)
  • PBC Requests (requested items, due dates, status, client uploads)

The Thomson Reuters Engagement Integration Challenge

Accounting firms rely on Engagement, AdvanceFlow, and Checkpoint Engage every day, but turning portal-first and binder-centric workflows into API-driven automation is non-trivial:

  • Role-aware permissions: Preparers, reviewers, and partners have scoped access and different sign-off requirements
  • Binder rigor: Trial balance mapping, lead schedules, and adjustments require careful versioning and lock management
  • Methodology entitlements: Checkpoint Engage content and statuses are governed by licensing and team assignments
  • Authentication complexity: SSO/MFA and session lifecycles complicate headless automation across cloud and desktop flows
  • Data spread: Key objects span binders, workpapers, trial balance, checklists, and review notes with context in multiple views
  • Attachments and references: Evidence files, cross-references, and tick marks must be preserved and auditable

How Supergood Creates Thomson Reuters Engagement APIs

Supergood reverse-engineers authenticated browser and application flows to deliver a resilient API endpoint layer for your Thomson Reuters environment.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh and change detection
  • Normalizes responses so you can integrate once and rely on consistent objects across Engagement, AdvanceFlow, and Checkpoint Engage
  • Aligns with customer entitlements and role-based permissions to ensure compliant access

Use Cases

Client & Engagement Data Sync

  • Mirror clients, engagements, and staff assignments into your internal systems
  • Keep engagement metadata current for analytics, resource planning, and due date tracking
  • Standardize period labels, statuses, and materiality metrics across firm-wide reporting

Trial Balance & Workpaper Automation

  • Import GL data (QuickBooks Online, NetSuite, Sage Intacct) and update trial balance accounts programmatically
  • Map accounts to lead schedules, apply adjustments, and generate workpapers from templates
  • Attach evidence files, maintain references, and sync status/sign-offs back to Engagement

PBC Requests & Client Collaboration

  • Create PBC request lists, assign owners, and set due dates
  • Push requests to client-facing portals (e.g., via AdvanceFlow) and collect documents automatically
  • Trigger reminders and reconcile completion status with internal workpaper indices

AI-Assisted Review & Risk Tracking

  • Ingest review notes and checklist statuses to power AI summarization and issue clustering
  • Flag high-risk areas (assertions, procedures not completed, material variances) with automated alerts
  • Recommend next steps or additional procedures within your platform, then push updates to Checkpoint Engage statuses

Accounting & ERP Sync

  • Normalize trial balance and adjustments to match your ERP/accounting schema
  • Reconcile balances and variance explanations across periods
  • Maintain audit trail with idempotency and checksum validation on document uploads

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_tr_2310a",
    "name": "Audit Manager",
    "entitlements": ["engagements", "trial_balance", "workpapers", "checklists", "pbc_requests"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Engagements

GET /engagements: List engagements with filters and summary details.

Query parameters

  • firmId: string
  • clientId: string
  • fiscalYear: integer (e.g., 2025)
  • status: planning | in_progress | review | closed | archived
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "engagementId": "eng_8f2a91",
      "name": "ABC Manufacturing FY2025 Audit",
      "clientId": "cl_51b203",
      "clientName": "ABC Manufacturing, Inc.",
      "engagementType": "financial_statement_audit",
      "fiscalPeriodStart": "2025-01-01",
      "fiscalPeriodEnd": "2025-12-31",
      "status": "in_progress",
      "materiality": {
        "overall": 250000.00,
        "performance": 175000.00
      },
      "assignedStaff": [
        {"userId": "u_tr_2310a", "role": "manager"},
        {"userId": "u_tr_6792c", "role": "senior"}
      ],
      "updatedAt": "2026-01-20T13:45:00Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Trial Balance

PATCH /engagements/{engagementId}/trial-balance/accounts: Upsert trial balance accounts and period balances, with optional lead schedule mapping and class.

curl --request PATCH \
  --url https://api.supergood.ai/integrations/<integration_id>/engagements/eng_8f2a91/trial-balance/accounts \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "accounts": [
      {
        "accountNumber": "1000",
        "name": "Cash and Cash Equivalents",
        "class": "asset",
        "leadScheduleCode": "A",
        "openingBalance": 1250000.00,
        "periodBalances": {
          "2025-12-31": 1325000.00
        }
      },
      {
        "accountNumber": "2000",
        "name": "Accounts Payable",
        "class": "liability",
        "leadScheduleCode": "B",
        "openingBalance": 450000.00,
        "periodBalances": {
          "2025-12-31": 410000.00
        }
      }
    ],
    "source": {
      "system": "netsuite",
      "referenceId": "ns-import-2025-01-22"
    },
    "postAdjustments": [
      {"accountNumber": "2000", "description": "AP reclass", "amount": -15000.00, "type": "reclass"}
    ]
  }'

Example response

{
  "engagementId": "eng_8f2a91",
  "updatedCount": 2,
  "warnings": [
    {"accountNumber": "2000", "message": "Lead schedule B variance exceeds performance materiality."}
  ],
  "updatedAt": "2026-01-21T11:20:44Z"
}

Workpapers

POST /engagements/{engagementId}/workpapers: Create a workpaper with index, section, references, and optional linkage to a Checkpoint Engage checklist.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/engagements/eng_8f2a91/workpapers \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "title": "Cash Lead Schedule A",
    "index": "A-1",
    "section": "Assets",
    "type": "spreadsheet",
    "references": [
      {"type": "account", "value": "1000"},
      {"type": "lead_schedule", "value": "A"}
    ],
    "dueDate": "2026-02-05",
    "assignedToUserId": "u_tr_6792c",
    "requiresSignOff": true,
    "checkpointEngage": {"checklistId": "ce_klm_145", "procedureIds": ["proc_cash_bank_recon", "proc_cash_cutoff"]},
    "attachments": [
      {"fileName": "bank_recon_jan2026.xlsx", "uploadToken": "upl_08ab73"}
    ]
  }'

Example response

{
  "workpaperId": "wp_90e412",
  "status": "open",
  "index": "A-1",
  "createdAt": "2026-01-21T10:03:11Z"
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination across modules
  • Rate limits: Tuned for enterprise throughput while honoring customer entitlements and usage controls
  • Session management: Automatic reauth and cookie/session rotation with health checks
  • Data freshness: Near real-time retrieval of engagements, trial balance, workpapers, checklists, review notes, and PBC objects
  • Security: Encrypted transport, scoped tokens, and audit logging; respects Thomson Reuters role-based permissions
  • Webhooks: Optional asynchronous delivery for long-running workflows (e.g., client PBC submissions, sign-offs, checklist changes)

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load
  • Throughput: Designed for high-volume trial balance import and workpaper creation
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicate actions
  • Adaptation: Continuous monitoring for UI/API changes with rapid adapter updates across Engagement, AdvanceFlow, and Checkpoint Engage

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules (Engagement, AdvanceFlow, Checkpoint Engage), licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened Engagement adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as Thomson Reuters evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which Thomson Reuters modules can this integration cover?

Supergood supports workflows across commonly used modules such as Engagement (binders, trial balance, workpapers), AdvanceFlow (cloud collaboration, PBC), and Checkpoint Engage (methodology checklists), subject to your licensing and entitlements. We scope coverage during integration assessment.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.

Q: Can you sync trial balances from our GL systems?

Yes. We commonly integrate with QuickBooks Online, NetSuite, and Sage Intacct. We normalize account classes, lead schedule mapping, and adjustments, and deliver updates via webhooks or polling while complying with rate and permission constraints.

Q: Are checklists, PBC requests, and sign-offs supported?

Yes. We support checklist state retrieval (Checkpoint Engage), creating PBC requests (often via AdvanceFlow), downloading approval artifacts, and pushing preparer/reviewer sign-offs with checksum validation and time-limited URLs for attachments.

Ready to automate your Thomson Reuters Engagement workflows?

Supergood can have your Engagement integration live in days with no ongoing engineering maintenance.

Get Started →

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