Agentive

Agentive is a purpose-built platform that brings simplicity and intelligence back to the auditing process. Frustrated with the complexities of digital evidence and inadequate tools, Agentive was created to be a collaborative AI workspace that both auditors and clients enjoy using. It transforms the entire audit lifecycle, from evidence collection to final review, by automating tedious tasks and providing actionable insights. The platform is designed to act on your behalf, using AI agents to validate client submissions, perform testing procedures, and generate initial findings, significantly reducing manual effort and accelerating audit timelines.

The core philosophy of Agentive is to make audit tools work for you, not against you. It provides clients with clear, intuitive request flows that feel like a guided conversation rather than an empty folder to fill. For auditors, it offers powerful AI tools that automatically match documents, organize evidence, and produce a first draft of procedure test results. This focus on a seamless user experience and powerful automation helps top firms deliver higher quality audits that their clients and staff actually enjoy.

How to use Agentive

Using Agentive streamlines the audit process into a clear, collaborative workflow:

1. Manage Engagements: Create and manage all your audit engagements in one centralized location. Set up requests, tasks, and testing parameters for each client.
2. Client Collaboration: Invite clients to the platform where they receive clear, easy-to-understand requests for audit evidence. Clients can upload documents directly into the system.
3. AI-Powered Validation: As soon as a client uploads documents, Agentive's AI Agent automatically reviews the submissions against predefined requirements, such as sample details or trial balance amounts.
4. Automated Testing: The AI Agent then executes the firm's testing plan using natural language prompts and document matching. It completes procedures like revenue recognition or expense testing in under 60 seconds.
5. Instant Review with Citations: The platform generates a detailed report of the test results. Every piece of data generated is linked back to its source document with a single click, making the review process faster and more reliable than ever.
6. Automated Follow-up: If discrepancies are found, the AI can prompt the client for explanations or corrected documents, keeping the process moving without manual intervention.
7. Finalize and Export: Once reviewed, workpapers, evidence, and reports can be exported to Excel with one click for easy sharing and final documentation.

Core Features of Agentive

• AI Agent for Client Requests: Automates the validation of client submissions and executes audit testing procedures based on your firm's plan.
• Collaborative Workspace: A centralized platform for auditors and clients to manage requests, track progress with visual status updates, and communicate effectively.
• One-Click Citations: Every detail generated by the AI links directly back to the source document, ensuring full transparency and simplifying the review process.
• Automated Testing Modules: Pre-built and customizable workflows for various audit areas, including Debt Testing, Revenue Recognition, Payroll, Accounts Receivable, and Expense Testing.
• AI Copilot: A chat assistant powered by GPT-4o mini to help auditors with queries and analysis throughout the engagement.
• Advanced Security: Features SOC 2 Type 2 compliance, bank-grade encryption for data at rest and in transit, and Microsoft SSO for secure access.
• Excel Integration: Seamlessly export workpapers, audit evidence, and sample documentation to Excel for offline review and collaboration.
• Customizable Templates: Align the AI's work with your firm's specific procedures using customizable workpaper and testing templates.

Use Cases for Agentive

Agentive is versatile and can be applied across various financial and compliance functions:

• External Audit: Streamline the entire audit process for financial statements, from client requests to final reporting.
• Internal Audit: Enhance the efficiency and effectiveness of internal control testing and operational audits.
• Financial Due Diligence: Accelerate the data collection and analysis process during M&A activities.
• Corporate Finance: Assist finance teams in preparing for audits and managing internal financial controls.
• Tax Advisory: Simplify the collection and verification of documents required for tax compliance and advisory services.

Advantages of Agentive

Agentive offers significant benefits to audit firms, promising up to 200% faster client request turnaround and 10x faster audit procedures. Key advantages include:

• Massive Time Savings: Automates repetitive tasks, allowing auditors to focus on high-value analysis and judgment.
• Enhanced Client Experience: Provides clients with a simple, intuitive interface, improving satisfaction and collaboration.
• Improved Audit Quality: Ensures consistency and accuracy with automated testing and real-time validation, reducing human error.
• Streamlined Workflow: Centralizes all audit activities, providing clear visibility and control over the engagement from start to finish.
• Scalability: Suitable for firms of all sizes, from small regional practices to large national organizations.

Pricing and Plans

Agentive offers two primary plans tailored to different needs:

• Client Experience Platform: Priced at $20 per auditor per month. This plan includes unlimited clients, requests, and engagements, advanced request features, a visual task board, and unlimited access to the AI Copilot. It also comes with robust security features and standard support.
• Auditor Experience Platform: This plan requires booking a demo for custom pricing. It includes everything in the Client Experience Platform, plus advanced features like unlimited AI Agent workflows, customizable workpaper templates, automation modules for creating test instructions, and one-click Excel integration. It also includes enhanced support and account management.