Agentive AI is an AI-powered collaboration platform built specifically for audit and finance. It uses automation and intelligent assistants to streamline audit workflows.
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.
It serves audit firms of all sizes, auditors at accounting firms, financial due diligence teams, internal audit groups and corporate finance departments.
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.
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.
Pricing details are available by contacting the vendor. The platform offers product demos and pricing inquiries through its sales channels.
It supports enterprise Microsoft SSO and includes Excel export functionality to fit into existing workflows.
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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