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Agentive

Overview

Agentive is a purpose-built tool for client-auditor collaboration

Focus Area

AI Financial Audit & Accounting Assistant

Core Features & Capabilities

Automated Workpaper Analysis: Scans financial workpapers, invoices, and ledgers to flag accounting discrepancies.

Audit Sampling & Verification: Automates transaction sampling and documentation verification for CPA firms.

Compliance Checklist Automation: Generates GAAP and IFRS compliance checks automatically.

Best For

Automating repetitive workflows across SaaS tools

Building no-code AI pipelines

Designers

Integrations

LinkedInYouTubeOpenAI

Architecture & Security

Secure Audit Vault: Encrypted document parsing pipeline supporting Excel, PDF, and accounting software exports.

Strict Data Governance: Enterprise-grade data isolation ensuring sensitive client financials are never used for public LLM training.

Pricing Details

Custom Professional Tier: Billed per user seat or firm size tailored for CPA and financial advisory firms.

PricingSubscription

ComplexityBeginner

DeploymentCloud

Time to ValueSetup required

API AvailableNo

Free TrialNo

Open SourceNo

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