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Agentive

Agentive is an AI tool for audit firms, simplifying client requests and speeding up audit tasks. It automatically reviews documents and completes testing in under 60 seconds, with clear links to source documents. This helps audit teams save time, collaborate better, and manage engagements efficiently.

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OverviewFeaturesUse CasesFAQ

About Agentive

Who It's For

This tool is for audit firms of any size, from local to national. It helps audit teams who work closely with clients, making their tasks smoother and more efficient.

What You Get

You get an intuitive system for client requests, including automated document validation and quick testing for common audit areas. It centralizes all engagement activities, offering clear status updates, activity logs, and email summaries.

How It Works

When a client submits a request, the AI agent automatically reviews uploaded documents against your audit plan. It completes testing in under 60 seconds. If needed, it prompts the client for more. Auditors can easily review results with one-click links to sources and use AI chat for questions.

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Features & Capabilities

🤖 AI-Powered Audit Automation

AI Request Processing

Automates the handling and processing of client requests, acting on the firm's behalf to save time.

Real-time Document Validation

AI reviews uploaded documents against audit requirements and sample details in real-time.

Automated Audit Testing

Performs complete audit procedure testing and deep analysis reports within 60 seconds.

Smart Discrepancy Follow-up

AI automatically prompts clients to explain discrepancies or upload correct documents.

🤝 Collaborative Engagement Management

Centralized Engagement Hub

Provides a single platform for clients and auditors to collaborate on requests, tasks, and testing.

Visual Progress Tracking

Allows clients and auditors to see the status of the engagement and tasks at a glance.

Comprehensive Activity Logs

Tracks all activity within an engagement, from requests to testing results, as they happen.

Customizable Notification Summaries

Delivers configurable email summaries of all engagement activity to auditors and clients.

🔍 Streamlined Audit Review

One-Click Source Citations

Enables direct navigation from any generated detail back to its original source document with a single click.

AI Chat for Auditor Review

Offers a built-in AI chat function to assist auditors with follow-up questions during the review process.

Audit-Centric Request Design

Features requests designed specifically for the audit process, making them easy to understand and navigate.

Use Cases

Accelerating Audit Document Verification and Testing

Audit teams spend significant time manually reviewing client-submitted documents against audit requirements and performing initial testing. Agentive's AI automates the real-time review of uploaded documents against specific audit criteria and completes core audit procedure testing and analysis in under 60 seconds, drastically reducing manual workload and accelerating the audit cycle.

Financial ServicesFor: Auditor

Optimizing Client Collaboration and Discrepancy Resolution

Inefficient client communication and follow-up on audit request discrepancies can cause delays in audit engagements. Agentive centralizes engagement requests and utilizes AI to automatically identify document discrepancies, proactively prompting clients for explanations or correct uploads, thereby enhancing collaboration and expediting information gathering.

Financial ServicesFor: Audit Manager

Streamlining Audit Review and Ensuring Traceability

Auditors face challenges in efficiently reviewing audit findings while ensuring compliance and data traceability. Agentive streamlines the review process by providing one-click citations directly linking AI-generated details to source documents and offers an integrated AI chat for immediate follow-up questions, ensuring transparency, accuracy, and full audibility.

Financial ServicesFor: Senior Auditor

Frequently asked questions

Agentive AI refers to artificial intelligence systems designed to assist humans rather than act independently. These systems offer recommendations, predict actions, or analyze input, but always require human approval or intervention before taking action. They are supportive tools that enhance human decision-making rather than replacing it.

Agentive AI differs from Agentic AI in several key aspects. Agentive AI has low autonomy, requiring human input and control, and is primarily suggestive or advisory, used in applications like writing assistants and recommendation engines, generally involving simple to moderate complexity. In contrast, Agentic AI exhibits high autonomy, can act independently with optional human control, is goal-driven and autonomous, suitable for tasks like trading bots or autonomous customer agents, and handles complex, multi-step tasks.

Common examples of Agentive AI include AI writing assistants like Grammarly and Copilot for code suggestions, recommendation engines such as Netflix and Amazon product suggestions, and predictive analytics tools that suggest next steps but do not execute them.

The benefits of Agentive AI include enhancing human productivity and decision-making, reducing workload by automating suggestions and analysis, and maintaining human oversight, which reduces the risks of unintended actions.

The limitations of Agentive AI include its inability to act autonomously, always requiring human input, its restricted capacity to handle complex, multi-step tasks without human guidance, and its potential for slower adaptation to new environments or unexpected situations.

In business, Agentive AI is used in customer service for suggesting responses to agents, in sales for recommending products or next steps, and in operations for providing insights and recommendations for process improvement.

Yes, Agentive AI systems are typically designed to be transparent, providing clear explanations for their suggestions and recommendations. This supports compliance and trust in decision-making processes.

The risks of using Agentive AI include over-reliance on AI suggestions without critical human review, the potential for biased recommendations if training data is flawed, and a limited ability to handle novel or complex scenarios without human intervention.

Training an Agentive AI system involves providing historical data and examples of human decisions, fine-tuning models to align with business goals and ethical standards, and implementing continuous feedback loops to improve the accuracy and relevance of suggestions.

Yes, Agentive AI is specifically designed to work alongside humans, offering support and recommendations while leaving final decisions to human agents.

Tags

compliance managementaudit automationdocument validation

Specifications

Deployment
Browser
Target Audience
Startup
Business
Enterprise
Complexity
Low-code

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