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AGENTIC AI ORCHESTRATOR SUITE · U.S. PATENT NO. 10,891,294

Every engagement, staffed with agents.

The AuditFile® Agentic AI Orchestrator Suite is the first multi-agent orchestration platform for audit. Staff teams of long-running autonomous AI agents alongside your human staff, direct the work, and approve the results from your phone.

Verbatim citations Human approval on everything Zero training on your data AuditFile® AI · U.S. Patent No. 10,891,294
Agent run Engagement workspace
Orchestrator Coordinating agents on this engagement
Running
Reading trial balance AI Trial Balance Categorizer
Done
Drafting checklist answers Disclosure Checklist Agent · a citation on every line
Done
3 items for your review Nothing is final until you approve it
Your turn

One agentic AI platform. Four commitments that never move.

Patented orchestration U.S. Patent No. 10,891,294
Verbatim citations Answers point at their evidence
Human approval On everything, every time
Zero training Your data never trains a model
THE AGENTIC AI ORCHESTRATOR SUITE

The firm that staffs itself.

Agents do the work; humans apply judgment. The Orchestrator staffs engagements with teams of specialized, long-running autonomous AI agents and keeps every action under your sign-off.

STAFFING

Staffed like staff

To the engagement, AI agents and human staff are fungible: assigned, tracked, and reviewed the same way, on the same engagement.

OVERSIGHT

One sign-off queue

Partners and managers approve, reject, or redirect work in one queue, and every action, by agents and humans alike, lands in an immutable, evidence-linked audit trail.

CONTINUITY

Always on

Your AI agents work continuously through nights and weekends, and never complain about work-life balance.

MOBILITY

Oversight, unchained

Launch substantive procedures at the office, get the tap on your wrist when the agents finish at 9 p.m., and approve from an iPhone at the airport.

THE DESIGN RULE BEHIND EVERY AGENT

AI proposes. Deterministic code calculates. Humans approve.

Every agent on this page works the same way. It drafts and suggests — it never decides, and the math never comes from a language model.

AI proposes

Agents draft answers, categorizations, checklist responses, request lists, and workpapers. Each proposal arrives as a draft with its reasoning, so you can see why before you act on it.

Deterministic code calculates

Where numbers matter, deterministic application code does the calculating. A language model never invents a total, and the same inputs always produce the same result.

Humans approve

No agent signs off on anything. Every draft, mapping, and answer waits for a person with judgment — and a name — to review it and approve it.

THE AGENT ROSTER

Meet the team you'll be managing.

Specialized agents across the engagement. Every one of them drafts; every draft ends at your review.

On every procedure

Four modes on every audit procedure, launched right in context.

MODE

AI Help

Answers questions about the procedure in front of you — guidance for you to weigh with your own judgment, not conclusions to accept.

MODE

AI Prepare

Drafts the procedure so you start from a draft instead of a blank workpaper — you edit it and approve it.

MODE

AI Review

Reads the completed procedure and flags what deserves a second look — every flag is a suggestion for a human reviewer.

MODE

AI Perform

Works the procedure and shows what it did — nothing stands until you review the result and approve it.

Across the engagement

Reviews that read wider than a single procedure — and still end at your desk.

ENGAGEMENT

AI Review Entire Engagement

Reads across the whole engagement and returns its observations for the engagement team to evaluate and act on.

ENGAGEMENT

AI Review Category

Runs the same review on a single category, so you can take its feedback one area at a time — and decide what to do with it.

ENGAGEMENT

AI Review Overall Strategy & Plan

Reviews your overall strategy and plan, with risk assessment down to the assertion level — and proposes changes for you to accept or decline.

Disclosure

Checklist answers and footnote drafts that show their work.

DISCLOSURE

Disclosure Checklist Agent

Drafts Yes, No, and N-A answers from the client's extracted financial statements. Every line carries its reasoning, a confidence level, and a verbatim supporting citation — and you confirm each answer.

DISCLOSURE

Disclosure Drafter

Drafts footnote text so a disclosure never starts from nothing — it hands you a draft, and you edit it into final language.

Data

From client documents to categorized trial balance — with you checking the work.

DATA

AI Trial Balance Categorizer

Maps uncategorized trial balance accounts to leadsheets and presents the mapping for you to accept or change.

DATA

AI Request List Generator

Drafts a tailored PBC request list from the trial balance — you trim it, add to it, and send it.

DATA

AI Response Check

Compares client uploads against the request — hints for the client, indicators for the firm, and the call on completeness stays yours.

DATA

Sample Assist

Interviews you and fills in the AU-C 530 sampling form as you answer — you review the form and save it.

DATA

Document Extraction

Extracts the client's financial statements and documents into text the other agents can cite — and you can check the extraction against the source.

Output

Workpapers, workbooks, and reports — drafted for you, finished by you.

OUTPUT

AI Workpaper Generation

Generates Word, Excel, PDF, and Markdown files attached as workpapers — drafts you edit and sign off like any workpaper you wrote yourself.

OUTPUT

Financial Statement Workbook

A dedicated agent for the financial statement workbook — it drafts the workbook, and your team reviews it.

OUTPUT

Report Studio

Ask in plain English and get reports scoped to your firm's data — save the ones worth keeping and rerun them anytime. What the numbers mean is still your call.

BUILT SO YOU CAN DEFEND IT

Grounded, isolated, and never trained on your data.

An agent you can't explain is an agent you can't use on an audit. Every AuditFile® agent is built to be answered for.

Grounded answers with citations

Work product is grounded, not generated from thin air: agents execute against trusted methodology, including the Advantage Audit™ content library, your firm's own templates, and prior-year files, and answers cite their sources so you can check the evidence instead of trusting the summary.

No training on customer data

Your engagements, workpapers, and client files never train a model. Zero training on your data — full stop.

Zero-retention model calls

Model calls run with zero retention: once the answer comes back, the prompt and the response are not kept.

Firm and user isolation

Agents see only what the signed-in user at your firm is allowed to see — isolation applies to the AI just as it applies to people.

Bring Your Own Token (BYOT)

Run your agents on your firm's own AI model subscriptions and provider agreements, keeping model choice, cost, and data terms under firm control.

ONE ROSTER, EVERY SURFACE

The first audit platform you can command from every surface.

Web, iPhone, iPad, Apple Watch, command line, API, and MCP. The same engagement, the same agents, the same approvals, on whichever screen you happen to be holding.

On the web

The full platform in your browser — every agent on this page, launched in context on the engagement.

iPhone & iPad

The engagement, and its agents, in your pocket. Approve the work from wherever the evening finds you.

See the iOS apps

Apple Watch

A tap on the wrist when the agents finish. Triage the request before you even reach for your phone.

See the iOS apps

In the terminal

The same agentic platform from the command line, where some partners actually live.

See the CLI

The API

Drive engagements programmatically. OAuth 2.0, granular scopes, and personal access tokens for your firm's own scripts and integrations.

MCP

Through the Model Context Protocol, your firm's other approved AI tools can securely task and query AuditFile. Interoperable and agent-to-agent, not another silo.

STAFF YOUR NEXT ENGAGEMENT

Put a team of agents on the audit.

Agents do the work; humans apply judgment. Audit software that can't orchestrate AI agents from a phone is now obsolete.