Map of Moby
Here's where to find everything in the Moby interface.
Navigation overview
| Area | Description |
|---|---|
| Sidebar (left) | Navigate between Clients, Projects, Models, and Settings |
Libraries
| Area | Description |
|---|---|
| Projects | Your engagement library — browse and manage all projects across clients |
| Models | Your AI workflow library — reusable templates created by your firm or yourself. Define what data to extract, how to match documents, or how to analyze data. Share across projects and clients. |
Inside a Project
| Area | Description |
|---|---|
| Workspace | Your working area for documents you're actively using in tests and extractions |
| Collection | Track document requests and received evidence — your PBC (Provided by Client) tracker. Syncs with SharePoint. |
| Extractions | Run AI-powered data extraction on documents |
| Tests of Details | Verify transactions against supporting documentation |
| Analysis Flow | Run complex data analysis on Excel and csv files |
Project naming
We recommend naming projects with Entity name + Closing date for easy identification:
| Example | Why it works |
|---|---|
Acme Corp - 31-12-2025 | Clear entity and period at a glance |
TechStart SAS - 30-06-2025 | Works for interim audits too |
Global Industries - 31-12-2025 Q1 | Add suffix for phased work |
tip
Consistent naming makes it easier to find projects and helps team members identify engagements quickly.
Quick navigation tips
- Use the sidebar to switch between different areas
- Use keyboard shortcuts for faster navigation
- Pin frequently used projects for quick access