platoseedplatoseed
AI Workspace for Audit & Advisory Firms
Agentive is an AI workspace for financial and technology audit firms that leverages context-aware AI agents to perform testing procedures from natural language instructions—just like an audit associate. By combining critical workflows such as audit planning, client document requests, and evidence testing into one seamless platform, Agentive streamlines audit processes, reduces inefficiencies, and frees teams to focus on high-impact areas. We're backed by Y Combinator, Foundation Capital, Dell Technologies Capital, Liquid 2 Ventures, Ritual Capital, UpHonest Capital, and other fantastic investors from the public accounting profession.
Agentive is an AI-powered workspace designed to facilitate client-auditor collaboration for audit evidence requests, testing procedures, and engagement management. It emphasizes centralized requests, AI copilots, and audit-centric workflows to streamline audit engagements from client upload to testing results.
Agentive provides a centralized engagement workspace where auditors and clients manage requests, tests, and evidence in one place. It features a visual task board, activity logs, and configurable notification summaries; a client experience platform with AI Copilot and agent workflows that perform test instructions at client upload; customizable workpaper procedures; document matching and automation modules; Excel export for sharing; and integrations such as MS Teams, email, and video support. Security includes Microsoft SSO, bank-grade security, SOC 2 Type 2 compliance, data encryption at rest and in transit, and data deletion policies.
Who it’s for: Audit firms of varying sizes (from small regional to large national) and their clients needing a collaborative, AI-assisted auditing workflow.
Hiring/product development mentions (AI copilots, workflows) and enterprise-facing features; traction implied by references to firms of various sizes and onboarding services
Daniel Alberson is the co-founder and CEO of Agentive. Daniel started his career as an auditor and product manager at Ernst & Young after graduating with a Bachelor in Accounting from BYU. He then dropped out of Northwestern's Master in Product Design to join Facebook as a product manager for augmented reality glasses. He's leveraging his unique experience as an auditor and product manager to transform the auditing profession.
We help accountants analyze financial records, perform audit procedures, and draft documentation in seconds.
Agentive offers an AI-powered copilot for auditors that analyzes financial records, performs audit procedures, and drafts documentation via an in-browser editor, aiming to increase efficiency and support audit strategy. The product targets auditors and firms, providing named features like data extraction, compliance checks, content search, natural language querying, reconciliations, and summaries.
From the original launch (Jul 2023) — may be outdated.
Formerly “Audit AI”, “Substantive AI” · why startups rename →
The Enterprise AI Transformation Platform
AI system design tools for dev teams
