Last updated 08-12-2026
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Punchcard (formerly Agentive)
Punchcard (formerly Agentive) is audit assurance software that runs engagements as structured units called punchcards: client evidence requests, substantive tests, and review steps that trace back to source documents. The goagentive.com URL redirects to punchcard.com, where the product is marketed as "the assurance system of action" for CPA firms, risk consultants, and their clients. CoAudit is the flagship punchcard for substantive testing, while Workpaper and Financial Statement Review handle spreadsheet testing and FS tie-outs.
Generic audit software tracks tasks and folders; Punchcard pairs each test with an agent that reads invoices, contracts, bank statements, and payroll files, then outputs workpapers with page-level citations auditors can validate. A Richey May case study on the site cites revenue testing across 41 selections and 123 documents in 30 minutes. That narrow focus on cited audit evidence is the trade-off: it is built for assurance workflows, not general document chat.
External audit teams at firms like RSM, Richey May, and JLK Rosenberger use it for client PBC requests, detail testing, and SOX control work. Internal audit groups get standardized procedure templates in the same workspace. Access is demo-led; the homepage highlights SOC 2 certification and GDPR compliance but does not list self-serve pricing.
CoAudit runs substantive tests on invoices, contracts, and bank statements with page-level citations
Punchcards structure client evidence requests, testing, and review in one engagement workspace
Financial Statement Review ties trial balances to draft financials and flags disclosure gaps
Case study: 41 revenue selections and 123 documents tested in 30 minutes at Richey May
SOC 2 certified with GDPR compliance available per homepage security badges
Every test cell links to cited source pages for partner review
Covers client requests, substantive testing, and financial statement review in one system
Case studies show large document sets tested in minutes instead of days
Built for both external CPA firms and internal audit SOX workflows
No self-serve signup or public price list; access requires booking a demo
Focused on audit assurance, not general finance or accounting automation
CoAudit agent is labeled beta on product screenshots
What happened to Agentive?
Agentive rebranded to Punchcard. The goagentive.com site redirects to punchcard.com, and the homepage banner says "Agentive is now Punchcard" with a link to the rebrand announcement.
What is a punchcard in Punchcard?
A punchcard is a structured unit of audit work in Punchcard, such as a client evidence request, a substantive test, or a financial statement review step. Each punchcard bundles the fields, evidence, and review trail needed to complete that task.
What does CoAudit do in Punchcard?
CoAudit is Punchcard's substantive-testing agent. It reads source documents, runs audit procedures in plain English, and outputs workpapers where every cell links back to cited evidence pages.
Who is Punchcard built for?
Punchcard targets external CPA firms running assurance engagements and internal audit teams testing financial, operational, and IT controls. Customer logos on the site include RSM, Richey May, and JLK Rosenberger.
How do I get pricing for Punchcard?
Punchcard sells through demos rather than self-serve checkout. The homepage and product pages use Book a demo calls to action, and no public price list is published.
Is Punchcard SOC 2 certified?
Yes. Punchcard's homepage states bank-grade security and privacy, SOC 2 certification, and available GDPR compliance. The footer also lists SOC 2 certified and GDPR compliant badges.