Agentive

Overview of Agentive - The AI-Powered Audit Copilot

Agentive is an AI-powered audit copilot that allows auditors to use natural language to ask questions, perform audit procedures, and generate documentation in seconds. It acts as an assistant to help streamline and automate audit workflows.

Key features and benefits:

• Natural language interface - Ask questions in plain English to get answers and insights
• Automates procedures - Perform repetitive tasks with AI assistance
• Generates documentation - Create audit memos, workpapers etc automatically
• Saves time - Drastically reduces manual work and speeds up audits
• Improves quality - Reduces human errors and oversight with AI checking
• Easy to use - No coding required, just speak or type requests

How Does Agentive Work?

Agentive leverages advanced natural language processing and machine learning algorithms to understand auditor requests in plain English. It can ingest data from various sources like financial systems, documents, and spreadsheets.

Once Agentive understands the request, it can automatically perform audit procedures like checking for duplicates, filtering datasets, and looking for anomalies. It generates insights and results, along with explanations in clear business language.

The results can be automatically formatted into audit documentation like memos and workpapers. Auditors can collaborate with Agentive by asking followup questions and iteratively refining the procedures and outputs.

Key Features and Use Cases

Streamlined Workflows

Agentive integrates into existing audit systems and procedures to assist with repetitive tasks:

• Import data from accounting systems, documents etc
• Ask questions in plain English to analyze the data
• Automate checking figures, reconciliations, duplicate detection
• Generate summaries, memos, workpapers with results

Anomaly Detection

Using AI, Agentive can automatically flag potential issues and anomalies:

• Identify duplicate invoices or journal entries
• Detect unusual transactions or outliers
• Highlight areas with high fraud risk
• Compare year-over-year trends to catch inconsistencies

Audit Sampling

Agentive makes audit sampling easy and fast:

• Specify populations and sample sizes in plain English
• Automated risk-based sampling based on keywords
• Random sampling methods supported
• Handles large datasets with ease

Audit Confirmations

Confirmation processes can be streamlined:

• Generate confirmation request letters automatically
• Send via email and track responses
• Flag non-replies for follow up
• Summarize results into reports

Who is Agentive For?

Agentive is designed for:

• Auditors - Individual auditors, teams, and audit firms
• Accounting departments - For internal audits and controls testing
• Consultants - Providing outsourced auditing services

It is suited for audits of all sizes from individual audits to large enterprise audits. The natural language interface makes it accessible to all auditors without the need for coding skills.

Support

Support options include:

• In-app chat for quick queries
• Email and phone support
• Online knowledge base
• Onboarding assistance and training

Integrations

Key integrations include:

• Accounting systems - NetSuite, QuickBooks, Xero, Sage etc.
• Data formats - CSV, XLSX, PDF, JSON etc.
• Slack and Teams for collaboration
• Documentation platforms - Google Docs, Confluence, Dropbox Paper etc.

API Access

Agentive provides API access to integrate with other systems and automate workflows.

What Customers Are Saying

Agentive has over 500 happy customers. Here are some testimonials:

"We reduced our audit time by over 50% with Agentive. It's like having a virtual audit assistant."

"The AI anomaly detection helped us catch potential fraud that we would have missed otherwise."

"We can now handle 20% more audits every month with the same team size."

FAQs

How secure is my data?

Agentive uses enterprise-grade security including encryption, access controls and more.

What skills do I need to use Agentive?

The natural language interface means no coding is required. Anyone can start using it in minutes.

Can I try before buying?

Yes, a 14-day free trial is available on all paid plans.

Does Agentive integrate with my existing tools?

It supports integrations with 1000+ apps via Zapier including audit tools, productivity suites and more. API access is also available.