Evidence request management
Request, track, and organize evidence across audit work so requests, activity, and status can live in one workspace.
Punchcard
Freemium
Plateforme d’assurance audit pour tester les preuves, risques et assertions.
Qu'est-ce que Punchcard ?
Punchcard is an audit assurance platform built for requesting and testing evidence against assertions and risks. The site positions it as a system of action for the agentive AI era, with workflows that help audit teams move from evidence requests to tested conclusions.
The product surface shown on the site includes CoAudit for conversational audit work, Workpaper for substantive testing, and Financial Statement Review for statement-level review. Across those workflows, Punchcard focuses on tying source documents, reasoning, citations, and reviewer judgment back to the underlying file or workpaper.
Que peut faire Punchcard ?
Workpaper-based testing
Run substantive testing against matched source documents, with procedures applied to selected items and exceptions surfaced before review.
Statement review workflows
Review financial statements through structured modes for internal consistency, foot/crossfoot, prior-year comparison, disclosure checklists, spell, grammar, and tick marks.
Conversational audit agent
Use conversational prompts to produce audit outputs such as lease schedules, revenue cutoff testing, and other procedure-specific tasks.
Cited and reviewable results
Attach reasoning traces, page citations, and tick marks to outputs so reviewers can inspect the basis for each conclusion in place.
Exportable audit deliverables
Package findings into exportable artifacts such as structured workpapers or a review cover sheet that travels with the statements.
Cas d'utilisation
“Audit evidence coordination”
Prepare and manage evidence requests, monitor responses, and keep client work organized across engagements and request groups.
“Substantive testing in workpapers”
Run substantive procedures such as revenue testing, AP/AR testing, payroll testing, inventory-related testing, and contract review with source-linked reasoning.
“Financial statement review”
Review draft financial statements for internal consistency, foot/crossfoot accuracy, prior-year variance, disclosure completeness, and presentation issues.
“Conversational audit assistance”
Handle ad hoc audit questions through a chat-style workflow that can produce schedules and analysis from uploaded source documents.
Questions fréquentes
What is Punchcard used for?
Punchcard is designed for audit workflows that request, test, and review evidence against assertions and risks. The source pages show it being used for financial statement review, substantive testing in workpapers, and conversational audit tasks through CoAudit.
How do the main workflows differ?
The source pages describe CoAudit as the conversational agent, Workpaper as the substantive testing workflow, and Financial Statement Review as the statement review workspace. Together they cover requesting evidence, testing it, and reviewing the resulting workpaper or statement file.
What does the output look like?
Yes. The Workpaper page says the agent reads source documents, runs procedures, attaches reasoning and citations, and outputs a workpaper ready for partner and peer review. The Financial Statement Review page also shows findings, tick marks, and an exportable cover sheet.
Who is it for?
The site states that Punchcard is built for audit firms, risk consultants, and their clients, and it also references auditors, consultants, and clients on the pricing page title. The examples on the site focus on financial statement audit and related assurance tasks.
Does the site list pricing?
The available pages do not show pricing details, and the pricing URL returns a 404 in the collected source text. No plan names, rates, or limits are supported by the evidence provided.
Informations rapides
- Category
- Audit software
- Primary users
- Audit firms, risk consultants, and clients
- Main workflows
- CoAudit, Workpaper, and Financial Statement Review
- Source domain
- goagentive.com
- Pricing
- Not available in the provided source
Analyse du trafic de Punchcard
Les données de trafic sont fournies à titre indicatif uniquement.
- Évaluation du domaine
- 25
Alternatives à Punchcard
Denki
denki.ai
Denki est une plateforme d’IA pour les équipes d’audit interne, conformité et assurance, qui automatise les contrôles, tests, preuves et rapprochements pour SOX 404 et BSA/AML.
Basis
getbasis.ai
Basis est une plateforme comptable d’IA qui gère les workflows de bout en bout pour revue par les comptables en CAS, fiscalité, audit et conseil.
Toothy AI
toothy.ai
Plateforme de gestion d’assurance dentaire pour automatiser vérifications et facturation
Zeni
zeni.ai
Plateforme de tenue de livres et comptabilité IA avec équipe financière dédiée pour les entreprises américaines
JustPaid
justpaid.ai
JustPaid est une plateforme d’opérations de revenus basée sur l’IA pour la facturation, le recouvrement et les comptes clients, avec des workflows automatisés entre systèmes connectés.
Abacum
abacum.io
Plateforme FP&A native à l’IA pour la planification, le reporting, la modélisation et les prévisions