What is Agentive?
Agentive is a purpose-built AI tool designed specifically for the auditing industry, enabling audit teams to proactively automate request validation for clients and testing procedures. It serves as a centralized workspace where auditors and clients can collaborate on engagement requests, tasks, and testing in real-time.
The platform features AI validation capabilities, visual status updates, activity logs, and notification summaries to enhance transparency and efficiency throughout the audit process. With advanced security measures including bank-grade encryption and SOC 2 Type 2 compliance, Agentive ensures data protection while integrating seamlessly with existing workflows through Microsoft SSO and Excel export functionality.
Features
- Client Request: Advanced requests with multiple records, document types, and inline comments
- AI Validation: AI copilot with OpenAI models for tool-assisted chat assistance and automated testing
- Monetary Unit Sampling: Automated sampling procedures integrated into audit workflows
- Visual Status Updates: Real-time visual task boards for managing requests and engagement status
- Activity Logs: Comprehensive tracking of all engagement activities from requests to testing results
- Platform Security: Bank-grade security with SOC 2 Type 2 compliance and Microsoft SSO integration
- Excel Integration: One-click export of workpapers, audit evidence, and documentation to Excel
- Notification Summaries: Configurable email summaries of engagement activity for all stakeholders
Use Cases
- Automating audit evidence request processes for accounting firms
- Streamlining client-auditor collaboration during financial audits
- Implementing AI-powered validation of audit documentation
- Managing engagement workflows for compliance and regulatory audits
- Performing automated monetary unit sampling procedures
- Centralizing audit testing and evidence collection processes
