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AGENTIC SERVICES FOR THE AUDIT INDUSTRY

More evidence. More challenge.Auditors decide.

Bring a named team of bounded specialists into each engagement. They perform traceable audit work while qualified auditors retain independence, skepticism, review, and the final conclusion.

Bring agents into the work
LIVE ASSIGNMENT

Test revenue controls and return every exception to the workpaper.

Human authority

The auditor owns scope, judgment, and the final decision.

Agent participation

Specialists contribute bounded work with sources, evidence, and attribution.

Human checkpointEvidence attachedNo scope drift
PLAN THE ENGAGEMENTTEST THE EVIDENCECHALLENGE THE CONCLUSION

AGENTIC PARTICIPATION

People remain accountable.
Agents make the work stronger.

01 · ASSIGN

A professional defines the outcome, sources, authority, tools, and boundaries.

02 · CONTRIBUTE

Named specialists perform distinct work inside the shared task conversation.

03 · CHECKPOINT

People inspect the work, challenge assumptions, and make reserved judgments.

04 · ATTRIBUTE

Every output returns with its sources, agent identity, decisions, and evidence.

THE NAMED TEAM

Put a specialist face
to every function.

No anonymous swarm. Every agent has one name, one area of expertise, and one accountable contribution to the assignment.

Planning

Paul

Defines scope, assertions, materiality, risks, dependencies, and the audit program.

Controls

Clara

Documents processes and tests control design and operating effectiveness.

Sampling

Samuel

Builds defensible populations, selections, projections, and sampling documentation.

Transaction testing

Tessa

Inspects transactions, reperforms calculations, and records exceptions.

IT audit

Igor

Tests access, change management, interfaces, configurations, and automated controls.

Fraud

Fiona

Searches journals, relationships, and behavior for fraud indicators and override.

Quality review

Quinn

Challenges workpapers, conclusions, independence, and missing evidence.

Reporting

Ronan

Turns supported findings into clear reports for management and committees.

INDUSTRY WORK

Agents join the real workflow.

From planning through reporting, each agent performs a distinct audit procedure and returns reviewable evidence to the engagement team.

01

Engagement planning

Convert the entity, standards, prior work, and current risk profile into a reviewable audit plan.

02

Prepared-by-client intake

Organize submissions, validate populations, identify gaps, and maintain request status.

03

Walkthroughs

Assemble processes, systems, owners, controls, and exceptions from interviews and records.

04

Control testing

Select evidence, execute prescribed procedures, and document deviations without hiding judgment.

05

Substantive procedures

Reconcile balances, test transactions, analyze journals, and investigate anomalies.

06

IT assurance

Examine access, changes, interfaces, automated controls, and technology dependencies.

07

Workpaper review

Find unsupported conclusions, broken cross-references, inconsistent assertions, and missing evidence.

08

Audit reporting

Prepare findings, committee materials, remediation plans, and follow-up assignments.

Independence preserved

Preparation, review, and approval roles remain explicit. Agents never manufacture assurance.

Evidence before conclusion

Every exception and conclusion points back to the procedure, population, and source evidence.

Professional judgment reserved

Agents contribute procedures and challenges. Qualified auditors make the consequential calls.