Agent Description

Agentive is a purpose-built AI workspace designed for audit and advisory firms, leveraging context-aware AI agents to automate document requests, evidence testing, and workpaper generation. It simplifies complex audit workflows, reducing client rework by 25% and review time by 90%, fostering seamless collaboration.

Key Features

• Automates document requests with native itemized tables for precise client uploads.
• Matches uploaded documents to audit samples using AI, ensuring 90% faster reviews.
• Generates AI-drafted workpapers aligned with firm templates from uploaded evidence.
• Enables natural language instructions for test procedures and data analysis.
• Provides instant visibility into request statuses with drag-and-drop updates.
• Extracts text/tables from PDFs and performs compliance checks with AI precision.
• Exports audit evidence and workpapers to Excel with one-click functionality.

Use Cases

• Small Audit Firms: Automates repetitive tasks like data extraction, saving 40% of staff time for strategic analysis, as seen in Y Combinator-backed firms.
• Mid-Sized Advisory Firms: Streamlines client document requests, reducing rework by 25% for private company audits, enhancing client satisfaction.
• Financial Auditors: Performs anomaly detection and summarization, cutting documentation time by 20% for standardized procedures.
• Technology Audit Teams: Integrates with CI/CD pipelines, enabling real-time evidence testing for tech-driven compliance audits.

Differentiation Factors

• Native request tables and precise uploads eliminate confusion, unlike Excel-based tools like Workiva.
• AI-drafted workpapers and 10x faster evidence analysis outpace semi-automated solutions like MindBridge.
• Natural language copilot for audit tasks offers unmatched intuitiveness compared to Caseware’s rigid interfaces.

Frequently Asked Questions (FAQs)

• What is Agentive?
  Agentive is an AI-powered audit platform that automates evidence requests, testing, and workpaper generation, streamlining collaboration for audit firms.
• How does Agentive reduce audit time?
  It uses AI to match documents, perform tests, and draft workpapers, cutting review time by 90% and client rework by 25%.
• Is Agentive secure for sensitive audit data?
  Yes, it employs encryption and robust access management to ensure data security and compliance.
• Can Agentive integrate with existing audit tools?
  Yes, it integrates with CRMs, CI/CD pipelines, and exports to Excel, complementing tools like Jira and Slack.