Planning that keeps thinking after planning is over.
Audit planning shouldn’t become outdated the moment new information enters the engagement.
Planning agents
Materiality agentBased on current-year financial information, I recommend:
Playing: Materiality proposed → Benchmark changed · recalculated → New information · impact proposed
Planning hours
Stop rebuilding information you already have.
Audit quality
Planning stays responsive to the audit.
Reviewer visibility
See what changed — and why.
Review notes
Consistency is built into the workflow.
In action
Planning AI Agents in action.
Planning Agents analyse information across the engagement to prepare materiality, scoping, risk assessments, analytical procedures and planning documentation — and continuously monitor for information that could change those conclusions.
Planning agents
Materiality agentBased on current-year financial information, I recommend:
The difference
The process today, and with Validate.
Traditional planning — performed at a point in time
8 steps- 1Prepare materiality
- 2Prepare scoping
- 3Perform risk assessment
- 4Determine procedures
- 5Complete planning workpapers
- 6Something changes
- 7Find every affected workpaper
- 8Reconsider and update each one
Validate — planning stays connected
5 steps- 1New information
- 2Planning agents analyse impact across materiality · scoping · risk · procedures · analytics · documentation
- 3Proposed changes
- 4Auditor reviews
- 5Planning updates
Your team reviews the exceptions and approves.
When something changes, Validate identifies the impact, proposes an update and shows you exactly what changed. Your auditor decides.