Agentive
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About
Agentive is a purpose-built AI-powered tool for requesting and testing client documents, designed for small and mid-sized audit firms. It automates document matching, detail testing, and AI prompts at client upload. Features include workpaper conversion from PDF to Excel and a Copilot for report generation. Trusted by firms for its intuitive interface and efficiency.
Platform
Task
Features
• ai prompts at client upload
• detail testing
• automate document matching
• copilot for producing high-quality reports and deliverables
• workpaper feature converts pdf data into excel
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