Agentive Catalyst

Launch your first Agentive engagement in 2-3 weeks with zero disruption to your current audit schedule. Catalyst is our proven onboarding program that gets your team confident and productive quickly, while Agentive's engineering team handles the technical setup and training. Put AI to work for your firm and clients on day one.

Every Agentive team member is a former auditor or engineer who understands your daily challenges. We don't just sell software—we provide ongoing partnership to help you grow your firm and improve the experience of your clients and auditors. Our forward deployed engineering approach means better product development and faster problem-solving when you need it most.

Switch from legacy audit software without the typical headaches. Our intuitive design means minimal training time and faster team adoption. The fastest firm launch was completed in just one week, and most teams are fully productive within two weeks.

Agentive means proactively completing work on you behalf. Investing in Agentive means you're creating an agent that will work alongside you from the cloud, in parallel, to help you provide better client and auditor experiences, grow your business, and improve your audit quality.

Your dedicated Agentive expert guides your firm from first login to confident client launches—and beyond!

Average time to first client launch: 2 to 3 weeks

• Assess your current audit workflow and pain points
• Set clear expectations and success metrics
• Create your customized launch timeline
• Identify optimal first client engagements

We start by understanding your firm's unique processes and goals. This ensures Agentive is configured to match your workflow, not force you to change it.

• Hands-on platform training with your audit files
• Custom workflow configuration
• Team adoption strategies
• Legacy system migration planning

Interactive workshops using your actual audit files and processes. We configure Agentive to match your firm's methodology while training your launch team on core features.

Launch team members receive targeted assignments between sessions to ensure readiness for client launches.

• Pre-launch readiness assessment
• Guided client setup and kickoffs
• Real-time support during initial engagements

Launch your first 3-5 engagements with hands-on expert support. We ensure each launch builds your team's confidence while delivering immediate value to your clients and auditors. The program doesn't end here. We will continue to support the launch of additional teams and engagements as requested.

• Audit procedure template setup and configuration support
• Weekly drop-in training during your busy season
• Product roadmap input and early access
• Workflow optimization recommendations
• Expansion planning for additional clients

Your success is our priority. We maintain regular contact to ensure continued growth, address questions, and incorporate your feedback into product development.

Success requires the right team. Here's who should be involved and what they'll contribute:

Choose a senior team member (Senior Manager or Manager) who can dedicate 3-4 hours per week during onboarding. This person will:

• Serve as primary contact with Agentive
• Schedule and attend all training sessions and client launches
• Make configuration and workflow decisions
• Champion adoption across your firm
• Coordinate team assignments and gather feedback

Include representatives from different levels (Manager, Senior, Staff) to ensure comprehensive perspective. Team Members will:

• Share insights about current audit processes and challenges
• Participate in relevant training workshops (2-3 sessions)
• Test platform features with real audit scenarios
• Complete brief assignments between sessions