Agentive AI

Agentive AI

Agentive AI is an AI-driven collaboration platform purpose-built for audit and finance teams. It streamlines document processing, automated testing, and evidence management to help auditors and finance professionals work faster and simplify client collaboration.
Rating:
5
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audit automation platformAI audit assistantfinancial audit softwareaudit evidence managementintelligent audit workflowAudit Copilotautomated audit testingaudit collaboration tool

Features of Agentive AI

Includes Audit Copilot, an AI conversational assistant that accepts natural-language instructions to perform tasks and answer queries
Automates audit testing procedures—runs predefined tests after client file uploads and produces draft results
Smart document management that automatically matches and validates multi-format client submissions against audit tasks
Excel export integration for easy extraction of working papers and audit evidence for team collaboration
Client request management board supporting multiple document types and inline comments to keep communication clear
Enterprise-grade single sign-on (SSO) and client email authentication, with dynamic permission controls
Designed for smooth migration from legacy audit software and backed by onboarding training and technical support

Use Cases of Agentive AI

Automating repetitive testing procedures and generating draft working papers during annual audits
Quickly collecting, validating and linking various financial documents in due diligence engagements
Centralizing audit evidence and tracking task progress for internal audit teams
Using the request board to communicate file needs with clients and monitor submission status for audit project managers
Extracting key information and performing preliminary analyses for tax advisory teams handling many client files

FAQ about Agentive AI

QWhat is Agentive AI?

Agentive AI is an AI-powered collaboration platform built specifically for audit and finance. It uses automation and intelligent assistants to streamline audit workflows.

QWhat are the main features of Agentive AI?

Key features include the Audit Copilot conversational AI assistant, automated audit testing, smart document and evidence management, a client request collaboration board, and Excel export integration.

QWho is Agentive AI for?

It serves audit firms of all sizes, auditors at accounting firms, financial due diligence teams, internal audit groups and corporate finance departments.

QHow do I get started with Agentive AI?

The platform offers a quick-start program—first audit projects can typically be launched within weeks. It supports smooth migration from existing tools and includes training.

QHow does Agentive AI handle data security and privacy?

The platform implements data encryption and dynamic permission management, and states that customer data is not used to train AI models. Refer to the official documentation for detailed security standards.

QHow is Agentive AI priced?

Pricing details are available by contacting the vendor. The platform offers product demos and pricing inquiries through its sales channels.

QWhat systems does Agentive AI integrate with?

It supports enterprise Microsoft SSO and includes Excel export functionality to fit into existing workflows.

QWhat can Agentive AI do for audit automation?

It can run predefined audit test instructions automatically, validate uploaded client files, and generate draft test results to help auditors handle repetitive work.

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