Overview

Agentive is a purpose-built AI workspace designed specifically for modern auditing teams and their clients. It streamlines the entire audit process by automating request validation and testing procedures, making audit engagements more efficient and collaborative.

Key Features & Capabilities

• Client Request AI Validation: Automatically validates client-submitted audit evidence using AI, reducing manual review time and improving accuracy
• Monetary Unit Sampling: Built-in support for statistical sampling methodologies commonly used in audit testing
• End-to-End Engagement Management: Centralized platform for managing all engagement requests, tasks, and testing procedures in one location
• Visual Status Updates: Real-time visibility into engagement status for both auditors and clients at a glance
• Activity Logs: Comprehensive tracking of all engagement activity, from initial requests through testing results
• Configurable Notification Summaries: Customizable email summaries keep teams and clients informed of engagement progress

Who It's For

Agentive serves audit firms of all sizes, from small regional practices to large national firms. It's designed for audit managers, senior auditors, and their client contacts who need a more intuitive, efficient way to manage the request and evidence gathering process.

What Makes It Different

Agentive is the first request list solution built specifically for the audit process, with an interface that's truly intuitive for both auditors and clients. Unlike generic collaboration tools, it understands audit-specific workflows and terminology, making requests easy to understand and navigate. The platform proactively automates validation and testing procedures that traditionally require significant manual effort, allowing audit teams to focus on higher-value analysis and client service.

Typical Workflow

Audit teams onboard clients into the platform, create engagement-specific request lists, and collaborate with clients throughout the evidence gathering and testing process. The AI validates submissions automatically, while the centralized workspace keeps all stakeholders aligned on progress and status.