The assurance system of action for auditors, consultants, and clients. Purpose-built for requesting and testing audit evidence against assertions and risks. Designed for the agentive AI era.
Punchcard is a system designed for assurance engagements like financial statement audits and SOX control programs. Purpose-built for selecting, requesting, and testing audit evidence. Punchcard leverages assertion-driven AI agents that perform testing procedures from natural language instructions—just like an audit associate.
By combining critical workflows such as audit planning, client document requests, evidence testing, and workpaper documentation into one seamless platform, Agentive streamlines audit processes, reduces inefficiencies, and frees teams to focus on high-impact areas.
Substantive testing punchcard producing audit workpapers with citations.
The intake punchcard for PBC collection, client uploads, request status, duplicate detection, and AI-based acceptance checks.
The substantive-testing punchcard.
The FSR punchcard. Financial Statement Review reads the draft financials, ties balances to the trial balance, checks disclosure completeness, and surfaces inconsistencies betwee...
“CoAudit didn’t just make the work faster, it allowed us to do analyses that would have been resource intensive into an efficient audit procedure.”
“CoAudit gives our auditors back the hours that don’t require professional judgment, so they can spend more time where the risk actually lives.”
Punchcard reports that a Richey May senior used CoAudit to complete revenue testing across 41 selections and 123 supporting documents in 30 minutes. The agent populated testing attributes, generated assertion-linked tick…
Case studyPunchcard reports that JLK Rosenberger used CoAudit to evaluate 12,750 pages of bond offering memoranda across 15 selections against a new classification framework, producing source-linked results reviewed and validated…
Case studyAs reported by Punchcard. Ask for audit reports before you buy.
Claim the profile to keep facts current, answer buyers and submit evidence for the next ranking review.
Claim PunchcardPunchcard introduced a structured triage interview process within CoAudit for reviewing automation results, allowing auditors to address findings through an interactive sequence. The update adds AI-written cell value previews before confirmation, a toggle for controlling AI citation behavior, and usability improvements including responsive Library loading and various bug fixes for editor stability and interface consistency.
Punchcard released several feature updates to its CoAudit product, including the ability to generate Excel workbooks with clickable citations and expanded delegation capabilities for complex tasks. Users can now upload folders and ZIP archives directly into the chat interface for processing. Additionally, the update adds support for filtering workpaper rows by review state, improves automation re-run logic, and upgrades the underlying AI model for enhanced accuracy.
Punchcard updated the CoAudit chat interface to provide consistent, readable activity logs for specialized helper agents. The update also resolves issues related to Excel exports containing cited workpaper cell references, ensuring support for large-scale workpaper data without re-reading source documents.
Punchcard now supports sort-aware workpaper exports, ensuring downloaded Excel files match the grid display order. The update also introduces clickable source chips within the cell detail panel to trace data origins and adds visual indicators for skill mentions in chat. Several bug fixes were implemented to improve the stability of bulk file uploads and engagement variable creation.
Punchcard has migrated its Deep Analysis functionality into the Skills library, allowing for direct import of existing questions. The update also addresses workpaper reliability issues, specifically improving state stability during task switching, ensuring that review status changes reflect across linked items, and implementing more robust error handling for failed saves.
