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Punchcard

verifiedPaidgoagentive.com

Audit-evidence request and testing platform for audit firms and risk consultants, built around AI-assisted workpapers.

What it does

Punchcard (formerly Agentive) is an audit workflow platform for firms and risk consultants. It organizes evidence requests, tracks testing against assertions and risks, and centralizes workpapers, client engagements, and reviewer activity in one place.

Core features

Evidence request and status tracking (To Do/Returned/In Review/Done)
Workpaper and CoAudit templates
Engagement and client management across audit types
Activity feed with comments and file uploads
SOC 2 certified with GDPR compliance available

Best for

Financial statement audits
SOX and SOC 2 engagements
Managing employee-benefit-plan and manufacturing audit workflows

Reviews

Big-picture takes: what it's for and whether it delivers. High-engagement YouTube videos — not sponsored.