On-demand demo

Agents at work: SOC 2 demo

If your team is still stuck in back-and-forth evidence requests with clients and manually documenting every procedure, that time is being diverted from advisory work rather than invested in it. Join us for a live walkthrough of a SOC 2 engagement built practitioner-led, agent-executed: Field Agents handle the manual work so your team can focus on what matters, judgment, review, and the client relationship.

We will walk through a real engagement so you can see human-AI collaboration in practice, including:

  • Agentic workflows: Field Agents execute scoping, test procedures, and control testing, then draft exceptions for your review.
  • Fewer rounds with the client: Real-time evidence validation and centralized communication cut repeat requests.
  • Real-time engagement insights: Traceable, audit-ready outputs wired to live engagement data, with scope and workload visible before they affect delivery.

Register to reserve your seat and see what a practitioner-led, agent-executed SOC 2 engagement looks like in practice.

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Meet your host

We know the terrain. Former Big Four practitioners and seasoned technology leaders, with deep experience on both sides of the engagement.

  • T012SGSUHUG-U091JUB4L5B-0e15f651b139-512

    Rachel Aguilera

    Senior Solutions Engineer

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