From selection to confirmation — without leaving the audit.
When testing identifies items requiring confirmation, approved selections flow directly into the confirmation process. Clients provide the contact information, confirmations are delivered electronically to third parties, and responses and supporting documents return to the engagement.
Confirmations
48 totalConfirmation administration
Remove the handoffs.
Turnaround time
Get confirmations out sooner.
Software spend
Replace another audit add-on.
Client experience
Ask the client once.
In action
Confirmations in action.
Cash, receivables, legal, related parties, or any other matter — one workflow, one audit trail, one engagement.
Confirmations
48 totalThe difference
The process today, and with Validate.
Traditional
7 steps- 1Make selections
- 2Collect contact info over email
- 3Enter it by hand
- 4Prepare and sign
- 5Mail or transmit
- 6Response reaches an inbox
- 7File it in the workpaper
Validate
5 steps- 1Selection approved
- 2Client provides the required information
- 3Sent electronically
- 4Third party responds electronically
- 5Evidence returns to the engagement
Your team reviews the exceptions and approves.
No separate confirmation platform. No paper workflow. No rebuilding selections somewhere else.