In this 45 minute demo, learn how AI agents generate test procedures, validate evidence, execute control testing, and draft report sections with auditors in control.

We'll Cover

• Scoping & AI-Generated Test Procedures - Define engagement scope and let AI generate customized test procedures for every control.

• Real-Time Evidence Review, Validation & Client Collaboration -Watch agents review client submissions, flag missing or inconsistent documentation, and link evidence directly to controls, while keeping auditors and clients aligned through shared visibility, comments, and status tracking.

• Automated Control Testing & Exception Drafting - Experience end-to-end testing in action from sample selection through execution and draft findings with auditor sign-off and professional judgment preserved at every step.

• Audit-Ready Outputs with Full Traceability - Every result includes citations, transparent reasoning, and re-runnable workflows ensuring defensibility for peer review and inspection. 

• Dynamic SOC 2 Reporting from Live Engagement Data - Generate report-ready content directly from testing workpapers, maintaining consistency between procedures, evidence, findings, and final deliverables.

• Real-Time Engagement Insights - Gain live insight into budgets, workload, and client responsiveness, helping firm leaders manage capacity, risk, and profitability across SOC 2 engagements.