Agent Workspaces
One agentic platform for the whole audit
Your firm's methodology, from planning to documentation.
How a Rivisio engagement runs
Add files and invite your team
Pull the annual report, trial balance, prior-year audit and any supporting documents straight from SharePoint, or drop a folder onto the engagement. Invite colleagues as editors or viewers, everyone sees the same files and agents understand where your team is and what work remains to be done.
The auditor remains in full control as agents drive the workflow
Tell the agent which part of the audit to run: planning, materiality, sampling, accounts payable review. The agent asks for the firm-specific inputs it needs, performs the review grounded in your methodology, and lets you and your colleagues' agents work in parallel on the same engagement.
Review the agent's work with the evidence in front of you
Every verdict links back to the exact page, row and paragraph it came from. Understand the chain of thought, see the controlled items and challenge or rework anything inconsistent without leaving the thread. Agents leave the trace of how they have performed their work to make it simple to go back and review.
Loop the client in without breaking stride
When the audit needs something from the client, the agent drafts the email based on what it found. Send it directly from Rivisio.
Export working papers in the format you already file in
Finish a procedure and the agent writes the working paper for the file: a PDF ready for the archive, or an Excel workbook that drops into the audit file untouched. Nothing is locked into a certain format, every document leaves the platform in your firm's format.
