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Agentive

Paid

Streamline Your Audits with Agentive's Advanced Automation Platform

5.0
1
AccountingContact
#auditing#automation#machine learning#large language AI models#data extraction#efficiency#effectiveness
Type
Saas
Company
Substantive AI
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About Agentive

Punchcard (formerly Agentive) is an audit automation platform built by Substantive AI. It is purpose-built for requesting and testing audit evidence against assertions and risks. Designed for audit firms, risk consultants, and their clients, Punchcard replaces manual data entry with AI agents that match, organize, and produce a reviewable first draft of workpapers automatically. The platform includes CoAudit, an AI assistant that can build schedules (e.g., ASC 842 amortization) from lease agreements. Key features include request management, activity feed, workpaper creation, and bank-grade security (SOC 2 certified, GDPR compliant). The team is based in Provo, Utah, and the product is used by top firms across the US.

Key Features

Automated data extraction
Attributes matching and retrieval
Easy access to source data
Multi-format support
Comprehensive support
Strict privacy policies
Advanced security controls
Encryption and access management
Regular security audits
Cutting-edge AI technology

Pros & Cons

Pros
  • Automates workpaper creation from evidence submissions, saving auditors significant time
  • Provides clear, human-readable request flows for clients, improving the audit experience
  • AI agents automatically match and organize submitted evidence
  • Bank-grade security (SOC 2, GDPR) suitable for sensitive financial data
  • Collaborative activity feed keeps teams and clients aligned
Cons
  • Product appears to be focused solely on audit workflows, limiting applicability outside that domain
  • Pricing is not publicly available; requires contacting sales for a demo
  • As a relatively new platform, the ecosystem of integrations may be limited

Best For

Auditors: For auditors seeking to automate manual auditing processes and improve accuracy and efficiency in their work.Companies with complex audits: Companies that deal with complex audits and require a solution to streamline their audit processes and reduce the time and effort involved.Organizations prioritizing data security: Organizations that prioritize the security of their audit data and require a platform with robust security measures such as encryption and access management.Teams adopting cutting-edge technology: Teams looking to adopt cutting-edge technology and AI capabilities in their audit workflows to enhance performance.

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