Punchcard

Punchcard is an audit workflow platform that organizes client requests and audit tasks and uses AI agents to prepare the supporting work for an auditor to review. Each client request or task becomes a punchcard, a structured unit of work that keeps the instructions, evidence, agent work and review notes together in one place. The AI component is called CoAudit. It works across Punchcard, Excel and Word to test evidence and prepare workpapers that link back to their sources, with citations and written reasoning that show how the evidence supports each conclusion. The stated principle is that agents prepare the work while professional judgment stays with the auditor. The interface shows engagements broken into requests grouped by area, such as accounts receivable, debt, payroll and accounts payable, with statuses of to do, returned, in review and done, plus assignments, due dates, comments and an activity feed. Punchcard is built for audit firms and their clients. Engagement types listed in the product include financial statement audits, employee benefit plan audits, SOX, SOC 2, non profit and manufacturing engagements. The site states that it is SOC 2 certified and that GDPR compliance is available. Pricing is not published on the site, and access begins with a booked demo. The company was previously called Agentive and renamed itself Punchcard.