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Request and test audit evidenceAgentive is a purpose-built tool for requesting and testing audit evidenceProactively automate request validation for clients and testing procedures for auditors. The AI workspace for modern auditing with clients.Request a demoIntroducing RequestsPowering client-centric audit teams.From small regional to large national audit firms.Agentive is the first request list solution that feels truly intuitive. It's efficient, effective, and continually improving. There's nothing like it on the market. Taylor Dillon, ManagerFavorite featuresClient RequestAI ValidationMonetary Unit SamplingGreg Marks, SeniorBradley Davis, ManagerAI Agent for Client RequestsAgentive 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.TriggerClient Request UpdatedClientTrigger AI Agent when a client request is updatedRequest ScorecardAgentAI reviews uploaded documents against requirements e.g., sample details, trial balance amounts, and more in real-timeTesting & AnalysisAgentComplete audit procedure testing and deep analysis report in < 60 secondsFollow-up AlertsClientAI prompts the client to explain any discrepancies or upload correct documentsAuditor ReviewAuditorStreamlined review with one-click citations to source documents and built in AI chat for follow up questionsFollow upValidRe-engage warm leadsDebt TestingRevenue RecognitionPayroll ProceduresBatch Payment TestingAccounts ReceivableDirector's MinutesExpense TestingManage Engagements end-to-endCollaborate with your clients and auditors in one centralized location for engagement requests, tasks, and testing.Visual Status UpdatesClients and auditors can see the status of the engagement at a glance.Audit-centric RequestDesigned for the audit process, agentive requests are easy to understand and navigate.Activity LogsTrack all activity in the engagement, from requests to testing results as they happen.Notification SummariesConfigurable email summaries of all activity in the engagement for you and your clients. --- Client Experience PlatformGet the best of Agentive's experience for your clients and an AI copilot for your auditors.Request ListUnlimited clients, requests, and engagementsAdvanced requests with multiple records, document types, and inline comments.Visual task board for managing requestsAI CopilotUnlimited access to Copilot, our tool-assisted chat assistant with the latest models from OpenAIPlatform SecuritySign in with Microsoft SSO for firmsEmail authentication for clientsBank Grade Security and SOC 2 Type 2 ComplianceAll data is encrypted at rest and in transit and excluded from AI model training.Custom data retention windows and data deletion policiesSupportMS Teams, Email, and Video support for your firm and clientsWhite glove onboarding and setupBook a demoAuditor Experience PlatformOur AI Agents act on your behalf and perform audit procedures at client upload and on demand.Everything in Client Experience PlatformAgentive AuditingUnlimited Agent workflows that run at client upload and execute your test instructions and alert you for review.Customizable workpaper procedure templates to align with your firm's test procedures.Automation ModulesAI Prompt Attributes to help you create test instructions that are easy for AI Agents to understand and follow.Document matching rules to ensure the correct documents are matched to each record or item in your test plan. Seamlessly integrated with your client request for ease of use and setup.Excel IntegrationOne click export of workpapers, audit evidence, sample documentation, and more to Excel for easy sharing and collaboration with your team.Enhanced support and account managementBook a demo --- Agentive is bringing simplicity back to auditingWe're crafting the tools for teams that care about audit experience and qualityAuditing used to be simple: pen, paper, and face-to-face collaboration. But that simplicity has faded, replaced by digital evidence, distributed teams, and inadquate tools that slow audits and hold back client and auditor satisfaction.Frustrated with the status quo, we decided to build something better. Something that auditors and clients would enjoy using. We named it Agentive to signify that audit tools should work for you, not against you.What began as a smarter way to request documents has grown into a collaborative AI workspace that transforms the entire audit process. Clients get clear, purpose-built request flows that feel more like a human explanation than an empty folder to populate. Auditors get AI tools that match, organize, and even produce a first draft of their procedure test results—automatically. It's not just a better audit platform. It's a better way to work together.Today, top firms across the country use Agentive to run audits their clients and auditors actually enjoy. And behind every streamlined request, every clean submission, and every time-saving review, there's a simple goal: to make audits feel simple again.TeamWe care deeply about the quality of our workAgentive is a purpose-led company based in Provo, Utah. We are in person but our customers are all over the world. Our relentless pursuit of excellence, fast iteration, and passion for impact is what unites us. We are builders at our core and care deeply about the experience of our customers and their clients down to the smallest pixel.Agentive co-founders Jason Draper, Daniel Alberson, and Nathan Turnbow.InvestorsBacked by the bestWe are grateful to work with some of the best investors in innovation. Our backers include highly accomplished venture firms, product builders, and public accounting professionals. --- Delight your clients and auditors with AgentiveLearn how our client request and workflow automation platform delivers:200% faster client request turnaround10x faster audit procedures10x adoption of audit workflow automationBook a demo to see how Agentive can help you delight your clients and auditors.Full NameBusiness EmailCompanyWhich use case best fits you?Select a use caseExternal AuditFinancial Due DiligenceInternal AuditCorporate FinanceTaxAdvisoryEducationOtherIs there anything you'd like us to know? (Optional)Submit