https://docs.goagentive.com The modern platform for collaborating between auditors, clients, and AI agents. Learn how to collaborate with clients on your PBC requests list and with AI agents on audit procedures and workpapers seamlessly in one platform. en-us Wed, 17 Jun 2026 11:55:35 GMT https://www.rssboard.org/rss-specification Next.js https://docs.goagentive.com/auditor https://docs.goagentive.com/auditor Punchcard is the audit collaboration and workpaper automation platform. This overview introduces the product, its core concepts, and a guide to every section of the auditor documentation. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ai-prompting/ai-prompting https://docs.goagentive.com/auditor/ai-prompting/ai-prompting How to write prompts that get better results from Punchcard's AI. Universal best practices for Co-Audit, AI Prompt Columns, and Testing Attributes, with copy-and-paste recipes you can adapt. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ai-prompting/prompting-co-audit https://docs.goagentive.com/auditor/ai-prompting/prompting-co-audit How to write instructions for the Co-Audit agent so it builds the right workflow on the first pass. State the goal, name the documents, list the columns, then iterate, with copy-and-paste recipes. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ai-prompting/prompting-workpapers https://docs.goagentive.com/auditor/ai-prompting/prompting-workpapers Write AI Prompt Columns and Testing Attributes that return clean, citable values and sound audit judgments. Format specs, @ references, grounding, and copy-and-paste prompt recipes. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/clients-and-engagements/adding-clients-and-auditors https://docs.goagentive.com/auditor/clients-and-engagements/adding-clients-and-auditors Invite the firm auditors who will work the engagement and the client contacts who will respond to requests. Understand what "adding" an auditor actually changes about their access. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/clients-and-engagements/clients-and-engagements https://docs.goagentive.com/auditor/clients-and-engagements/clients-and-engagements How clients, engagements, and your firm fit together in Punchcard, and how to create a new client and engagement from scratch. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/clients-and-engagements/rolling-forward-an-engagement https://docs.goagentive.com/auditor/clients-and-engagements/rolling-forward-an-engagement Learn how to roll forward an audit engagement to a new period or a different client to reuse established workflows and tasks rather than starting from scratch. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/clients-and-engagements/updating-engagement-settings https://docs.goagentive.com/auditor/clients-and-engagements/updating-engagement-settings A tour of every tab in Engagement Settings (Overview, Team, Client, Task Types, Categories, and Variables), plus how to delete an engagement when it's done. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/co-audit/co-audit https://docs.goagentive.com/auditor/co-audit/co-audit Co-Audit is the natural-language agent that lives in the left sidebar of every request. Describe what you want and it builds the workflow, document groups, columns, and client-facing request copy for you. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/co-audit/create-amort https://docs.goagentive.com/auditor/co-audit/create-amort Upload a lease, loan, or debt document and ask Co-Audit to build the full amortization schedule from it, with period dates, interest, principal, and ending balance calculated row by row. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/co-audit/create-workpaper https://docs.goagentive.com/auditor/co-audit/create-workpaper Describe what the workpaper needs to do and let Co-Audit generate the client-facing request, the document groups, and the column set from one natural-language instruction. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ebp-engagements https://docs.goagentive.com/auditor/ebp-engagements Set up and run an Employee Benefit Plan audit with Punchcard's EBP templates. Roll forward the baseline, publish plan provisions as Engagement Variables with the EBP Plan Analysis, tailor procedures to your client's documents with Co-Audit, and fine-tune accounting policies so each year's run is cleaner than the last. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/compensation-definition https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/compensation-definition Evaluate each pay code on the earnings listing against the plan's compensation definition and IRC §§415(c)(3) and 414(s), and return Eligible, Ineligible, or Manual Review Required per code. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/contribution-guide https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/contribution-guide Recalculate deferrals against the election, apply contribution and catch-up limits, and tie pre-tax and Roth amounts across the payroll report, W-2, pay stub, and trust statement. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/distributions-testing https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/distributions-testing Recalculate expected net distribution, evaluate accordance with plan documents, and tie the gross amount and tax withheld to Form 1099-R. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/eligibility-testing https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/eligibility-testing Recalculate each participant's age and service at the beginning and end of the year, confirm proper plan entry, and agree employee and employer contributions from the payroll report to the plan census. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/investment-allocation-testing https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/investment-allocation-testing Confirm each fund's contribution matches the participant's election within a 1% tolerance and trace fund-level amounts from the payroll journal to the participant statement and trust. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/investment-earnings-testing https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/investment-earnings-testing Calculate plan-level and participant-level returns on average balance per fund and compare them to surface misallocations, calculation errors, or unauthorized transactions. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/loan-testing https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/loan-testing Confirm loans are within the vested-balance limit, supported by home-purchase documentation when the term exceeds 60 months, agree the period-end balance to the amortization schedule, and review 1099-R Code L and Code M. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/payrate-testing https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/payrate-testing Agree timecard hours to the payroll register and recalculate gross pay from the authorized rate in the personnel file. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/remittance-testing https://docs.goagentive.com/auditor/ebp-engagements/ebp-templates/remittance-testing Agree pre-tax, Roth, and employer-match contributions from the trust statement to the payroll register and test remittance timeliness against the plan's standard. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/financial-statement-review/disclosure https://docs.goagentive.com/auditor/financial-statement-review/disclosure Runs your firm's disclosure checklist items as instructions against the current-year statement. Each item becomes a discrete check that the AI evaluates with a citation, so the checklist is reviewed in one pass rather than item by item by hand. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/financial-statement-review/financial-statement-review https://docs.goagentive.com/auditor/financial-statement-review/financial-statement-review The Financial Statement Review (FSR) task runs five review modes against the prior- and current-year financial statements (Prior Year Consistency, Internal Consistency, Footing and Cross-Footing, Spell Check, and Disclosure Checklist) and surfaces every finding with a citation back to the source. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/financial-statement-review/footing https://docs.goagentive.com/auditor/financial-statement-review/footing Verifies that column totals sum vertically and row totals sum horizontally across every schedule in the financial statement. Orientation is detected automatically. Typically where FSR saves the most time versus manual review. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/financial-statement-review/internal https://docs.goagentive.com/auditor/financial-statement-review/internal Detects when the same number appears with a different value in more than one place within the current-year statement, including subtotals that disagree with footnote references, schedules that don't tie to the face of the statement, and figures repeated inconsistently across the document. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/financial-statement-review/prior-year https://docs.goagentive.com/auditor/financial-statement-review/prior-year Compares the current- and prior-year financial statements line by line and flags differences. Reconciles line items that were reordered, relabeled, or split between periods so a moved line is still matched correctly. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/financial-statement-review/spellcheck-grammar https://docs.goagentive.com/auditor/financial-statement-review/spellcheck-grammar Flags spelling errors, grammatical issues, inconsistent prose, and other qualitative findings across the financial statement. Driven by an editable instruction you tune to your firm's standard so the mode returns the issues you care about and skips the noise you don't. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/guide-summary https://docs.goagentive.com/auditor/guide-summary A single-page, scannable reference to every feature in Punchcard — concepts, boards, the request tabs, column types, sampling methods, FSR review modes, EBP tests, and Co-Audit. Built for auditors who already know the basics and want to find or discover a feature fast. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/onboarding/accounting-policy https://docs.goagentive.com/auditor/onboarding/accounting-policy Create a client-facing request, upload the policy handbook, summarize the travel and entertainment policy with an AI Prompt, and publish the summary as an Engagement Variable so any workpaper in the engagement can reference it. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/onboarding/cc-request https://docs.goagentive.com/auditor/onboarding/cc-request Create a credit card statements request and let Co-Audit generate the client-facing description and the full workpaper from a single natural-language instruction. Upload the statements, run the workflow, and tune the judgment column. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/onboarding/expense-testing https://docs.goagentive.com/auditor/onboarding/expense-testing Sample a GL subledger with Monetary Unit Sampling, generate the workflow with Co-Audit, trace selections to hotel receipts, run a policy compliance check against your published policy variable, chain to the credit card statements, validate the workpaper, and export to Excel. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/onboarding/first-fsr https://docs.goagentive.com/auditor/onboarding/first-fsr Create a Financial Statement Review task, upload the sample 2024 and 2025 financial statements, and walk the five review modes (Prior Year Consistency, Internal Consistency, Footing and Cross-Footing, Spell Check, and Disclosure Checklist). Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/onboarding/getting-started https://docs.goagentive.com/auditor/onboarding/getting-started Sign in, find the Punchcard Onboarding engagement, download the practice materials, and learn how to orient yourself inside an engagement before you start building. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/requests-and-workpapers/excel-addin https://docs.goagentive.com/auditor/requests-and-workpapers/excel-addin Install the Punchcard Excel add-in on Windows in one continuous flow: set up Trusted Sites, download the installer, run setup.exe, sign in, and pick the engagement. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/requests-and-workpapers/exporting-workpapers https://docs.goagentive.com/auditor/requests-and-workpapers/exporting-workpapers Download a finished workpaper from the Workpaper tab in one of three formats (the .zip bundle that keeps live Excel add-in links, the .xlsx with embedded document groups, or the data-only .xlsx) and pick the format that matches how the audit file will be used. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/requests-and-workpapers/files https://docs.goagentive.com/auditor/requests-and-workpapers/files The Files tab on every request. Document-group folders, the four file-match states, OCR/text-readability status, full-text search across uploads, and one-click download of every file in the request. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/requests-and-workpapers/memo https://docs.goagentive.com/auditor/requests-and-workpapers/memo The structured context (Purpose, Source, Scope, Accounting Policies, Procedures, Testing Attributes, and Conclusion) that tells the AI what the workpaper is doing, what rules to apply, and what it's already done. Captured with the workflow and exported with the audit file. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/requests-and-workpapers/request-board https://docs.goagentive.com/auditor/requests-and-workpapers/request-board A tour of the Request Board and Task Board. Learn what each one is, how to read the views, filter and group requests, and create the first request in an engagement. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/requests-and-workpapers/request-tab https://docs.goagentive.com/auditor/requests-and-workpapers/request-tab The client-facing surface of a single request. Title, status, and assignment up top; reference files and requested files in the middle; activity and comments at the bottom. The full read of one item of audit work in one view. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/requests-and-workpapers/sampling https://docs.goagentive.com/auditor/requests-and-workpapers/sampling Pull selections from a full population with the right method for the job (No Sampling, Monetary Unit Sampling, Random Sampling, Test Coverage Sampling, or Journal Entry Testing). Punchcard saves the methodology and the original population to a documentation file you can attach to the audit file. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/requests-and-workpapers/workflow-tab https://docs.goagentive.com/auditor/requests-and-workpapers/workflow-tab Build a workpaper end to end. Pick a selections vs. no-selections shape, add selections, wire up document groups (new or shared from the engagement), configure the Source and Workpaper sections, set match inputs, add AI Prompts, Formulas, and Testing Attributes, and run. The complete reference for the Workflow tab. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/auditor/requests-and-workpapers/workpapers https://docs.goagentive.com/auditor/requests-and-workpapers/workpapers Review the populated workpaper (matches, AI-extracted values, and testing attributes) from one spreadsheet-style surface. The AI gives you proposals; this is where you turn them into validated audit conclusions. Auditor Wed, 17 Jun 2026 11:55:35 GMT https://docs.goagentive.com/client https://docs.goagentive.com/client Client portal guide for responding to audit requests, uploading documents, and collaborating with your audit team efficiently. Client Wed, 17 Jun 2026 11:55:35 GMT