Request and test audit evidence Agentive is a purpose-built tool for requesting and testing audit evidence

Proactively automate request validation for clients and testing procedures for auditors. The AI workspace for modern auditing with clients.

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Introducing Requests

Powering client-centric audit teams.

From small regional to large national audit firms.

Agentiveisthefirstrequestlistsolutionthatfeelstrulyintuitive.It'sefficient,effective,andcontinuallyimproving.There'snothinglikeitonthemarket.

Taylor Dillon, Manager

Favorite features

Client Request

AI Validation

Monetary Unit Sampling

Greg Marks, Senior

Bradley Davis, Manager

AI Agent for Client Requests

Agentive is designed to save you time by acting on your behalf when a client request is completed.

Following your firm's testing plan, it uses natural language prompts and document matching to complete testing within 60 seconds.

Citations make review easier than ever, because every detail generated links back to its source document in one click.

Trigger

Client Request Updated

Client

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Trigger AI Agent when a client request is updated

Request Scorecard

Agent

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AI reviews uploaded documents against requirements e.g., sample details, trial balance amounts, and more in real-time

Testing & Analysis

Agent

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Complete audit procedure testing and deep analysis report in < 60 seconds

Follow-up Alerts

Client

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AI prompts the client to explain any discrepancies or upload correct documents

Auditor Review

Auditor

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Streamlined review with one-click citations to source documents and built in AI chat for follow up questions

Follow up

Valid

Re-engage warm leads

Debt Testing

Revenue Recognition

Payroll Procedures

Batch Payment Testing

Accounts Receivable

Director's Minutes

Expense Testing

Manage Engagements end-to-end

Collaborate with your clients and auditors in one centralized location for engagement requests, tasks, and testing.

Visual Status Updates

Clients and auditors can see the status of the engagement at a glance.

Audit-centric Request

Designed for the audit process, agentive requests are easy to understand and navigate.

Activity Logs

Track all activity in the engagement, from requests to testing results as they happen.

Notification Summaries

Configurable email summaries of all activity in the engagement for you and your clients.