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Punchcard

Audit work platform (formerly Agentive) where each request and task holds the evidence, the agent's work and the reviewer's sign-off in one place.

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What the AI doesCoAudit agents for detail testing, control testing and financial-statement review across Punchcard, Excel and Word, with citations and reasoning back to each source document; request-to-review punchcard workflow
Who it servesSmall CPA firms
Starting priceQuote-based
Pricing modelQuote-based
Free trialNo
Best fitSmall firm, Mid-size firm
CategoryAudit & Assurance AI
Also fitsDocument Collection, OCR & Data Entry
Works withExcel, Word
SOC 2Stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

Punchcard is listed as a fit for small and mid-size firms, and the vendor names small CPA firms on its own site. The job it gets hired for: testing full populations, gathering evidence and building workpapers on the firm's own methodology. It also fits the Document Collection, OCR & Data Entry category.

What it costs

Punchcard is priced by quote, so the demo is where you get a number tailored to your firm.

Good to know

Punchcard, formerly Agentive, organizes audit work around the punchcard: each client request and audit task holds the evidence, the procedure, the agent's reasoning and citations, and the reviewer's sign-off in one place. CoAudit agents do detail testing, control testing and financial-statement review across Punchcard, Excel and Word, reading contracts, invoices, bank statements, payroll, debt agreements and revenue documents with every conclusion linked back to its source; Richey May and JLK Rosenberger are quoted on the site. Pricing is by demo; the company (Substantive AI, Inc.) is SOC 2 certified and GDPR compliant.

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