alidate

The AI-native A&A platform

Grow your audit practice without growing your audit team.

Validate uses AI agents to perform audit work — helping your firm improve audit quality, increase revenue per professional hour, and create capacity without adding headcount.

Book a DemoSee the platform
  • No annual commitment
  • No implementation fee
  • Keep your existing audit software

Open the engagement

See where every workstream stands — and what to do next.

Riverside Manufacturing — FY2026 Audit

Status & command center

61% complete
WorkstreamWaiting
Planning—
Cash—
Accounts receivable—
Revenue—
Operating expenses—
Debt—
Financial statements—

Conductor: watching 7 workstreams. Testing underway on Cash and Revenue.

Proposed:Send client follow-upReassign to J. Park Ask the Conductor

Built by CPAs and auditors

Designed inside a working audit practice, on real engagements — not in a software company guessing at how audits run.

One platform

Every part of the audit, in one connected system.

Six systems that share one trial balance, one engagement file and one record of who approved what.

Riverside Manufacturing · FY2026 · live engagement

  • Document
  • Trial balance change
  • Confirmation
  • Status update

Every moving item is a flow the platform actually has. Hover a system to see what it exchanges. Counters are illustrative.

Riverside Manufacturing — FY2026 Audit

Engagement file · review status

142 workpapers

96

Complete

18

In prep

14

Manager

8

Partner

6

Notes open

WorkpaperReview stage
CX-2 MaterialityPartner signed
1810 ScopingPartner signed
4100 Revenue testingManager review
8300 OpEx testingIn preparation
6 DebtIn preparation
4100 Revenue testingPreparerAI reviewManagerPartner

“Tie the 90-day bucket back to the aging before I sign.” — M. Reyes

AI Agents

A workforce of specialised agents. Directed and reviewed by your team.

Each agent performs one part of the audit end to end. The Conductor coordinates them. Your auditors approve, challenge and sign.

PBCTrial balancePlanningSubstantiveReportingFS PrepConductorReviewer

PBC AI Agents

Stop managing the PBC list. Let it manage itself.

They build the request list from the trial balance and what the engagement has learned, watch for new information, evaluate every upload on arrival and — with your approval — raise new requests as the audit evolves.

  • Engagement analysed · 42 requests recommended
  • New information: $2.4M term-loan modification · request proposed
  • Client uploads the wrong document · flagged Not Responsive with the reason
See how it works
Riverside Manufacturing — FY2026 Audit

PBC agent

Analysing engagement…
✓ Trial balance✓ Acceptance & continuance✓ Understanding the entity✓ Prior-year information
Bank statements — all accountsRecommended
AR aging — 12/31Recommended
Debt agreementsRecommended
Revenue contracts — top 10Recommended

42 requests recommended from the engagement — not last year’s spreadsheet.

Trial Balance & Consolidation Agents

Change the trial balance once. The engagement updates with it.

Ingests the client’s file in its existing format, maps accounts using your firm’s mapping, prior years and account descriptions, and connects the balances to adjustments, materiality, scoping, analytics and reporting.

  • Riverside_TB_Final_v7.xlsx · 184 accounts, 169 mapped automatically, 15 for review
  • Adjustment #4 approved · trial balance updated
  • Materiality, scoping, flux and statements re-evaluated
See how it works
Riverside Manufacturing — FY2026 Audit

Trial balance agent

Riverside_TB_Final_v7.xlsx
184 accounts identified169 mapped automatically15 for review
10010 Chase Operating99%
12150 Trade Receivables98%
21890 Financing Costs61%

Firm mapping → prior year → account description. High confidence maps itself; the uncertain surfaces for a person.

Planning AI Agents

Planning that keeps thinking after planning is over.

Materiality, scoping, risk assessment, flux and the planning workpapers — prepared from the whole engagement and monitored for anything that should change them. The agent proposes and shows the tracked change. Your auditor decides.

  • Materiality proposed: $426,000 · PM $319,500 · trivial $21,300
  • “Use 0.75% of revenue” · recalculated, documentation updated
  • Debt modification identified · risk, PBC and disclosure impact proposed
See how it works
Riverside Manufacturing — FY2026 Audit

Planning agents

Materiality agent

Based on current-year financial information, I recommend:

BenchmarkRevenue · $42,600,000 · 1.0%
Overall materiality$426,000
Performance materiality$319,500
Clearly trivial$21,300

Substantive AI Agents

Give the agent the population. Get back a completed test.

Ingest and reconcile the population, build the sample plan on your methodology, make selections, request support, match the evidence, vouch, evaluate exceptions and document the conclusion. Cash, AR, AP, unrecorded liabilities, fixed assets, debt, revenue, OpEx.

  • 12,487 transactions ingested · reconciled to TB · 60 selections
  • 58 documents matched to selections automatically
  • Sample #18 · cutoff exception · expansion of 10 proposed
See how it works
Riverside Manufacturing — FY2026 Audit

Revenue agent

FY26_Revenue_GL.xlsx
12,487 transactionsStructuredReconciled to TB
Individually significant14 · 100% tested
Additional selections46 · seeded draw
Total selections60

Reporting & Tie-Out Agents

Everything the audit discovered. Reflected in the final deliverables.

Tie-out, adjustments, deficiencies, subsequent events, going concern, disclosures, the auditor’s report and the TCWG communication — connected, so nothing found during the audit is lost on the way to the report.

  • Draft v7 · 427 checks · 412 tied, 11 changed, 4 exceptions
  • Note 6 — Long-term debt: $2,412,500 vs adjusted TB $2,455,000
  • Draft v9 uploaded · 23 changes detected · difference resolved
See how it works
Riverside Manufacturing — FY2026 Audit

Financial statement tie-out agent

FS — Draft v7
Balance sheet ✓Income statement ✓Cash flows ✓Equity ✓Notes ✓

412

Tied

11

Changed since v6

4

Exceptions

427 checks: prior-year agreement, maths, internal consistency, agreement to the adjusted trial balance, version changes.

Financial Statement Prep Agents

From adjusted trial balance to complete financial statements.

Balance sheet, income statement, equity, cash flows and footnotes — drafted from the trial balance and everything the engagement learned about specialised transactions and disclosures. Then a separate agent checks the work.

  • Primary statements generated · including cash flows
  • Debt modification and business combination recognised · notes drafted
  • Tie-out agent reviews the draft · 425 of 427 checks pass
See how it works
Riverside Manufacturing — FY2026 Audit

Financial statement preparation agent

Generating draft…
Balance sheetGenerated ✓
Income statementGenerated ✓
Statement of equityGenerated ✓
Statement of cash flowsGenerated ✓

From the final adjusted trial balance and mapping — including the statement of cash flows.

Engagement Conductor

Your agents do the work. The Conductor keeps the audit moving.

It knows where the engagement stands, proposes what should happen next, dispatches the right agent, stops at every approval gate and briefs your team. Autonomy between approval points — never past them.

  • Good morning · 7 workstreams ready · 3 need your approval
  • OpEx population received · agent dispatched · 54 selections prepared
  • Debt modification detected · five areas affected · plan proposed
See how it works
Riverside Manufacturing — FY2026 Audit

Engagement conductor

68% complete

Good morning. 7 workstreams are ready to move forward. 3 require your approval.

Planning92%
PBC74%
Substantive testing61%
Completion18%
Reporting0%
5 ready for AI3 need approval2 waiting on client2 need attention

Review Agent

AI checks the work. Your managers review the audit.

A first-pass reviewer for every completed workpaper: references, documentation, consistency across the engagement, contradictions and whether the testing actually answers the assessed risk. Routine items get fixed. Judgement reaches your manager.

  • OpEx testing complete · 127 checks performed
  • Missing reference to Adjustment #4 · corrected and rechecked
  • 1 judgement item escalated · ready for manager review
See how it works
Riverside Manufacturing — FY2026 Audit

Review agent

OpEx detail testing

Conductor: OpEx testing complete — sending to the Review agent for first pass.

References
Evidence
Calculations
Methodology
Risk consistency
Documentation
Conclusions
Cross-workpaper

127 checks performed · 124 passed · 3 issues identified

Comparison

Validate vs. the alternatives.

Traditional audit software organises the work. Point AI tools answer questions. Validate performs the engagement.

Who performs the work

Traditional audit software
Your staff
Validate
AI agents, your team approves
Point AI tools
Your staff, with help

PBC and evidence

Traditional audit software
Separate add-on
Validate
Built in — evidence goes straight to the test
Point AI tools
Not covered

Trial balance changes

Traditional audit software
Find every affected workpaper
Validate
Connected areas update
Point AI tools
Not connected

Substantive testing

Traditional audit software
Manual, start to finish
Validate
Population to conclusion
Point AI tools
Drafts a paragraph

Review

Traditional audit software
Manager finds the issues
Validate
AI first pass, manager reviews exceptions
Point AI tools
None

What happens next

Traditional audit software
The team decides
Validate
The Conductor proposes
Point AI tools
You ask

Audit trail

Traditional audit software
Recorded
Validate
Every action, evidence and approval
Point AI tools
Chat history

Methodology

Traditional audit software
Your firm’s
Validate
Your firm’s
Point AI tools
Generic

A better audit. Better economics.

Higher quality. Greater realization. More capacity.

Validate doesn’t just help your team complete engagements faster. It changes the economics of the engagement while helping your team execute a more consistent, higher-quality audit.

Audit quality

More consistent execution. Fewer things missed.

  • Every required procedure tracked
  • Evidence → procedure → conclusion, traceable throughout
  • Exceptions surfaced, not buried

Revenue per professional hour

Earn more from every hour your team works.

  • Same fee, fewer human hours
  • Preparation moves to the agents
  • Your people review, judge and approve

Capacity

Take on more work without adding headcount.

  • Serve more clients with the same team
  • Smooth the busy season
  • Grow without proportional hiring

See what Validate could do for your practice

3,000h

professional hours freed per year

≈ 1.7

full-time equivalents

of capacity returned to the team

$200 → $250

revenue per professional hour

+25% on the same fees

15

additional audits of the same size

with the hours freed

$600,000

additional engagement capacity

at your current average fee

Illustrative. The results are arithmetic on the numbers you enter and the share of hours you choose to automate — they are not a promise about your firm.

Calculate your impact with us

Engagement types

Built for the full range of A&A engagements.

Public company audits

Issuer engagements on the same file and the same review chain, with critical audit matters, 8-K testing and the reporting the standard requires. The Conductor keeps the engagement moving; your partner signs.

Riverside Manufacturing — FY2026 Audit

Engagement file · review status

142 workpapers

96

Complete

18

In prep

14

Manager

8

Partner

6

Notes open

WorkpaperReview stage
CX-2 MaterialityPartner signed
1810 ScopingPartner signed
4100 Revenue testingManager review
8300 OpEx testingAI review · 3 items
6 DebtIn preparation
4100 Revenue testingPreparerAI reviewManagerPartner

“Tie the 90-day bucket back to the aging before I sign.” — M. Reyes

  • Also:
  • Non-profit audits
  • Employee benefit plans
  • Single audits
  • Reviews
  • Compilations
  • Other attest engagements

Security & control

AI does the work. Your firm stays in control.

  • Human approvalYou define where approval is required. Nothing moves past a gate without a person.
  • Traceable workSee what the AI did, the evidence it relied on, and who approved it.
  • Your methodologyConfigurable to your firm’s approach — sampling, thresholds, documentation.
  • Enterprise securitySOC 2, SSO, role-based access and audit trails.

FAQ

You have questions. We have answers.

See a full engagement run itself.

Thirty minutes, start to finish. Bring a real client scenario if you like.

Book a Demo