Agentive

What is Agentive?

Agentive is a specialized AI platform designed to transform the audit process by automating and simplifying client collaboration, document management, and audit testing. It leverages advanced AI agents to intelligently request, match, and validate audit evidence, converting client submissions into audit workpapers aligned with firm templates within minutes. This reduces manual effort, client confusion, and rework, enabling auditors to focus on strategic tasks and improving overall audit efficiency and client satisfaction.

Key Features

• AI-Powered Document Matching

  Automatically matches uploaded client documents to specific audit sample items, even handling multi-page scans, ensuring accurate and efficient evidence organization.

• Intuitive Client Request Interface

  Purpose-built, visually clear request lists that show exactly what documents are needed per audit item, reducing client training and improving submission accuracy.

• AI-Drafted Audit Workpapers

  Generates draft audit tests and workpapers aligned with firm templates within one minute of document submission, accelerating review and approval.

• Compliance and Validation Checks

  Incorporates AI to verify compliance with regulations and audit standards, minimizing errors and enhancing audit quality.

• In-Browser Spreadsheet and Document Tools

  Enables auditors to analyze evidence, perform procedures, and draft documentation using natural language queries directly within the platform.

• Progress Tracking and Collaboration

  Tracks client submission progress automatically and facilitates seamless collaboration between auditors and clients.

Use Cases

• Financial Audit Automation : Streamlines the entire audit evidence collection and testing process, reducing manual work and accelerating audit cycles.
• Client Collaboration Enhancement : Improves client experience by providing clear, itemized document requests and reducing confusion and rework.
• Audit Documentation and Compliance : Automates drafting of audit workpapers and compliance checks to ensure accuracy and regulatory adherence.
• Audit Team Efficiency : Allows auditors to focus on strategic audit tasks by automating routine data extraction, validation, and documentation.

FAQs