Agentive

Agentive

Document management software designed for audit professionals.

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Agentive is a document management software tailored for audit professionals. It streamlines the process of requesting and reviewing client documents, making audits more efficient.

By automating routine tasks like matching documents and testing details, it saves valuable time. Auditors can easily manage client uploads and utilize AI prompts to enhance their workflows.

This software addresses the unique needs of small and mid-sized audit firms, allowing them to serve their clients with less hassle.

Agentive ensures a more accurate and smooth auditing experience, benefiting both auditors and their clients alike.


  • Automate document matching processes
  • Enhance client document requests
  • Simplify detail testing tasks
  • Convert PDF data into Excel
  • Facilitate high-quality report generation
  • Improve audit workflow efficiency
  • Reduce time spent on client uploads
  • Streamline communication with clients
  • Manage multiple document requests easily
  • Increase accuracy of audit deliverables
  • Streamlines document management for audits
  • Automates routine audit processes
  • Enhances client communication
  • Reduces time spent on document requests
  • Improves accuracy in audits

Document analysis tools Task delegation Document handling

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