Sampling Maestro
Statistical sampling software for unclaimed property and indirect tax examinations, built to hold up under challenge.
Three engines cover the full examination, from sizing and pulling the sample to evaluating it and producing the report. Every method is drawn from the peer-reviewed work of Cochran, Neyman, Stringer, and others, with results that are documented and reproducible.
Watch a short demo of each engine below, or contact us to schedule a live walkthrough.
ENGINE 1
Transaction Sampling
When you need to estimate a dollar amount, not an error rate. Transaction Sampling runs the full variable-sampling workflow, from sizing and stratification through evaluation and a report that shows its work.
- Loads CSV, TSV, or Excel populations, up to hundreds of thousands of items
- Sizes the sample, stratifies the population, and draws it with a reproducible seed and a full audit trail
- Weighs several estimators and flags the best one for your data automatically
- Reports the precision achieved, with bootstrap confidence intervals and a complete report
ENGINE 2
Dollar Sampling (MUS)
When a handful of large items carry the exposure. Monetary Unit Sampling lets the dollars do the selecting, so bigger items are more likely to be tested, and the Stringer bound turns the findings into a clear pass or fail against materiality.
- Sizes the sample from your materiality and expected misstatement
- Selects proportional to size, with a reproducible seed, and flags certainty items automatically
- Evaluates the results with the Stringer bound
- Returns a clear pass or fail against materiality, with a branded report
ENGINE 3
Sample Review
When the sample is someone else’s. Load it, and the engine rebuilds it, tests whether it was sized and stratified correctly, and shows exactly where it holds up or falls short.
- Reconstructs the client’s sample and stratification from the population
- Tests whether it was sized with the right formula and stratified efficiently, flagging an engineered or attribute-based sample
- Evaluates the sample from multiple angles, with per-stratum and overall metrics
- Can extend a deficient sample, and produces a documented report
Built-in methodology library
Reached from the question-mark button, it gives a practitioner or an expert witness everything needed to explain and defend the methodology.
- Interactive modules that visualize the sampling concepts, with adjustable confidence level, precision target, and sample size
- A user manual for each engine, with step-by-step guidance
- Full methodology references with the mathematical derivations
- Citations to the peer-reviewed literature behind every method, from Cochran and Neyman to Stringer and Dalenius and Hodges
Compliance and standards
Every engine is built to satisfy the rules that govern this work, from the MTC Sampling Policy Manual to the AICPA Audit Sampling Guide and AU-C 530, and documented well enough to prove it.
Pricing
Sampling Maestro is licensed by engine, so you pay only for what you use: Transaction Sampling, Dollar Sampling, Sample Review, or any combination. Pricing is tailored to your organization, the engines you need, and the number of seats, on monthly or annual terms. Tell us what you need and we will send numbers built for your situation.
Now available by subscription.
Sampling Maestro was built by a practitioner who has sat across the table from examiners and knows what a sampling methodology has to survive. It is purpose-built for unclaimed property and tax examinations and shaped by what these reviews actually demand. The built-in methodology library, with step-by-step documentation and peer-reviewed citations, means you can explain and defend every calculation. It is the first tool to bring classical stratified variable sampling, Monetary Unit Sampling with Stringer bound evaluation, and forensic sample review together in one platform, grounded in published statistics and documented to hold up under challenge.
Request a demo for a live walkthrough, or request a quote to get started.