Stop managing the PBC list. Let it manage itself.
Validate’s PBC AI Agents build and continuously maintain your PBC list based on what they learn throughout the engagement.
PBC agent
Analysing engagement…42 requests recommended from the engagement — not last year’s spreadsheet.
Playing: Engagement analysed · 42 requests recommended → New information · request proposed → Wrong document · flagged with the reason
Fewer unnecessary requests
Requests built around the actual engagement, not a generic list.
Earlier requests
Evidence needs identified while there is still time to get them.
Less PBC administration
Less time building lists, checking uploads, updating statuses and following up.
Better evidence readiness
Responsive support flows directly into the relevant audit area.
In action
PBC AI Agents in action.
They identify what the audit actually needs, evaluate incoming client support, surface missing or non-responsive information, and — with engagement-team approval — create new requests as the audit evolves.
PBC agent
Analysing engagement…42 requests recommended from the engagement — not last year’s spreadsheet.
The difference
The process today, and with Validate.
Traditional PBC process — your team manages the list
9 steps- 1Auditor determines requests
- 2Manually creates the PBC list
- 3Sends requests to client
- 4Client uploads documents
- 5Auditor opens each document
- 6Determines whether it is responsive
- 7Updates request status
- 8Follows up with client
- 9New issue arises — someone remembers to add a request
Validate — your PBC agents manage the process
7 steps- 1AI understands the engagement
- 2Builds a relevant PBC list
- 3Monitors new information
- 4Recommends new requests
- 5Evaluates uploaded support
- 6Flags what is missing
- 7Moves responsive evidence into the audit
Your team reviews the exceptions and approves.
Your team spends less time managing requests. Your client gets the right requests at the right time.