Client Experience Platform

Get the best of Agentive's experience for your clients and an AI copilot for your auditors.

    Request List

  • Unlimited clients, requests, and engagements
  • Advanced requests with multiple records, document types, and inline comments.
  • Visual task board for managing requests

    • AI Copilot

  • Unlimited access to Copilot, our chat assistant with GPT-4o mini from OpenAI

    • Platform Security

  • Sign in with Microsoft SSO for firms
  • Email authentication for clients
  • Bank Grade Security and SOC 2 Type 2 Compliance
  • All data is encrypted at rest and in transit and excluded from AI model training.
  • Custom data retention windows and data deletion policies

    • Support

  • MS Teams, Email, and Video support for your firm and clients
  • White glove onboarding and setup
$20 / month / auditor
Book a demo

Auditor Experience Platform

Our AI Agents act on your behalf and perform audit procedures at client upload and on demand.

  • Everything in Client Experience Platform

    • Agentive Auditing

  • Unlimited Agent workflows that run at client upload and execute your test instructions and alert you for review.
  • Customizable workpaper procedure templates to align with your firm's test procedures.

    • Automation Modules

  • AI Prompt Attributes to help you create test instructions that are easy for AI Agents to understand and follow.
  • Document matching rules to ensure the correct documents are matched to each record or item in your test plan. Seamlessly integrated with your client request for ease of use and setup.

    • Excel Integration

  • One click export of workpapers, audit evidence, sample documentation, and more to Excel for easy sharing and collaboration with your team.
  • Enhanced support and account management
Book a demo