Strongest fit
Who it is built for
- CPA firms running assurance engagements
- Internal audit teams covering operational, financial, and IT audits
- Risk consultants coordinating evidence and testing with clients
Punchcard
AI workspace for requesting and testing audit evidence
Punchcard, formerly Agentive, is an AI audit workspace for audit firms, risk consultants, and their clients. It organizes evidence requests, automates substantive testing, prepares cited workpapers, and supports review workflows while keeping professional judgment with the auditor.
PUPunchcardProduct screenshot pending
- Best for
- CPA firms running assurance engagements
- Pricing signal
- Not publicly listed
- Primary category
- Accounting
- Last verified
- Jul 30, 2026
The decision
Should Punchcard make your shortlist?
Start with the job, the team, and the constraints. Product fit becomes much clearer when those three line up.
Practical use cases
Jobs it can take on
- Send structured evidence requests to audit clients
- Test source documents against audit procedures and assertions
- Review financial statements for tie-outs, disclosures, and inconsistencies
Before you choose
Know the tradeoffs
- Punchcard is built specifically for audit firms, risk consultants, and their clients.
- The current site requires prospective customers to book a demo and does not publish plan prices.
- CoAudit Agent is identified as beta on the product site.
Inside the product
What you can actually do with it.
The core product capabilities, grouped around the work they enable.
Structured client requests
Request flows specify the required selections, support types, and extracted fields while giving clients feedback on submitted evidence.
CoAudit testing
CoAudit reads audit evidence, runs procedures, and prepares workpapers with inspectable reasoning traces and citations.
Financial Statement Review
Financial Statement Review checks draft financials for trial-balance tie-outs, disclosure coverage, and cross-section inconsistencies.
Typical workflow
Create a punchcard for a request, test, or review step and send structured evidence requests to the client. An AI agent extracts information, performs the configured comparisons, and prepares a cited result for the auditor to validate, override, comment on, and sign off.
Plans and official links
Plans and accessNot publicly listed.
See the entry price, free access options, company details, and direct vendor destinations in one place.
Starting pointNot publicly listed
- Provider
- Substantive AI, Inc.
- Based in
- US
- Founded
- 2023
Official destinations
Choosing for a real workflow?
Make the tool work with the rest of your operation.
We map the workflow, connect existing systems, choose what to buy, and build what is missing.