Your PBC portal shouldn’t sit outside your audit.
Traditional PBC tools help firms collect documents. The evidence often stops there — leaving your team to download files, move between systems, work out where support belongs and bring it into the audit by hand.
PBC room
42 requestsOriginal_Loan_Agreement_2023.pdf predates the June 2026 modification. Client notified — updated agreement requested.
Software cost
Potentially eliminate a separate PBC platform.
Context switching
Auditors stay inside the engagement.
Manual handoffs
Evidence flows from request into execution.
Traceability
Requested → provided → evaluated → used.
In action
PBC Room in action.
Validate’s PBC Room is built directly into the engagement. Requests, evidence, testing and workpapers live in one connected audit workflow.
PBC room
42 requestsOriginal_Loan_Agreement_2023.pdf predates the June 2026 modification. Client notified — updated agreement requested.
The difference
The process today, and with Validate.
Traditional
- 1Audit platform
- 2export / import
- 3PBC add-on
- 4download / upload
- 5Client
Validate — one engagement
- 1PBC agents
- 2Evidence
- 3Substantive agents
- 4Testing
- 5Workpaper
Your team reviews the exceptions and approves.
Evidence doesn’t just arrive. It goes to work.