TL;DR Agentive completely redesigned document requests to eliminate confusion and unnecessary busy work—reducing client rework by 25% and streamlining audits. Uploaded documents become AI-drafted workpapers aligned with your firm’s templates, cutting review time by 90%.
https://youtu.be/7V5hTATJm3E

Improving the client-auditor relationship, one request at a time

The toughest part of an audit isn’t issuing the opinion—it’s getting the right documents on time. Existing solutions still confuse clients, require significant training, and lead to re-work that strains relationships. Agentive set out to change this by making document requests seamless and user-friendly.

The current frustration

Requesting documents (often called a PBC list – “Provided By Client” list) can be a nightmare:

1. Confusing User Interface:
   • Clients often need training just to see what’s outstanding and upload a document.
2. Unorganized Sample Requests:
   • For example, a client might receive a request with an Excel file listing 25 expenses, each expense needing multiple pieces of evidence (like invoices and bank statements).
   • They must gather and upload all evidence into an unorganized folder. This disorganization leads to many mistakes and re-work that can be prevented.
   • Auditors often take days—or even weeks—to review documents provided by the client; they must match each file to its correct item in the sample. Any missing or incorrect evidence requires re-work from the client.
3. Constant Follow-Ups & Strained Relationships:
   • Every missing document adds friction, but the longer it takes for clients to learn about mistakes, the more pain it causes.
   • Hours are lost chasing missing documents, leaving clients feeling nagged and auditors drained.

This painful status quo has been accepted as “just part of auditing” for far too long. Clients dread it, and firms worry that each request for info might annoy their client. The result? A process that should be straightforward often drags on with frustration on both sides.

The purpose-built solution

What if providing audit evidence required zero training—and even felt satisfying? Enter Agentive’s new request flow, purpose-built to eliminate friction in auditing.

1. Request with Samples

   • Native Itemized Requests: Instead of downloading an Excel file to view the items in the sample, Agentive natively integrates the sample table into the request.
   • Precise Uploads: Clients attach specific evidence at the intersection of each sample row and document request column—eliminating guesswork and simplifying review.

   

2. Engagement Board View

   • Instant Visibility: Both auditors and clients see requests by status and category at a glance with drag and drop updates.
   • Satisfaction: Clients enjoy checking off completed items, ensuring everyone knows what’s done and what’s outstanding.

3. Auditor Review Improvements

   • Flexible Upload: Whether clients upload files one-by-one or in bulk, AI matches each document to the correct sample item—even in multi-page scans.
   • Instant Citations: Every value is automatically located within uploaded documents, with one-click navigation to its exact location.
   • 90% Faster Review: AI-powered matching, detail testing, and analysis, let auditors quickly spot missing or insufficient documentation, slashing follow-up time with client.

Imagine your next audit kickoff: your client opens Agentive and says, “Oh, this is nice!” Instead of groans and procrastination, they begin right away—confident about what you need. Each step is transparent and even rewarding as they see their progress. What once felt like pulling teeth becomes a smooth collaboration.

Available Now: AI-Drafted Audit Procedures

In this post, our focus is on you and your clients, and making sure the foundation of every audit – collaborating with the client – is as smooth and organized as possible. As former auditors, we’re equally dedicated to improving auditor job satisfaction. We do this by listening to you, our users, and solving your problems with human-centered design and artificial intelligence. Every document uploaded in a client request can easily be transformed into your firm’s audit workpaper template through our AI-powered document matching and AI prompts. We’re incredibly proud these workflows are set up in a few clicks and workpapers are ready for review in less than a minute after every client upload.

Ready to Delight Your Clients?

Schedule a demo or email founders@goagentive.com to see how Agentive can elevate your firm for both clients and auditors.