Punchcard Changelog · Jun 2026
Release notes for Punchcard's audit AI platform, covering CoAudit, workpaper automation, PBC request workflows, sampling reports, Excel imports, authentication, and reliability improvements.
Company research
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Overview
Agentive (now rebranded as Punchcard) is a Provo-based, in-person AI audit platform for audit firms and internal audit teams. It automates audit evidence requests, matching, testing, and workpaper drafting with source citations so auditors can keep judgment in the loop.
Primary product
AI-powered audit copilot / assurance platform for audit evidence requests, testing, and workpapers
Founded
2023
Headquarters
Provo, Utah, United States
Team size
1-10 employees
Work style
Onsite
Industry
Software Development
Sub-industry
AI audit automation / audit management software
Offices
Provo, Utah, United States
Pasadena, California, United States
Business model
B2B SaaS
demo-led enterprise software
annual contract sales
Funding
Stage
Pre-Seed
Total raised
$500K
Latest round
Pre-Seed · Sep 2023
Latest amount
$500K
Sep 2023 · Y Combinator
People & investors
Leadership
Co-founder & CEO
Co-founder & CTO
Technical Co-Founder
Work & culture
Purpose-led, builder-oriented, fast-iteration culture with a strong emphasis on quality, customer experience, and working in person.
Work style
Onsite
Product & market
Pricing
Demo-led enterprise SaaS; public pricing is not listed.
Differentiators
- —Purpose-built for audit evidence requests and audit testing
- —Itemized client requests that reduce rework
- —AI-generated workpapers with clickable source citations
- —Works from client upload to automate matching and testing
- —Keeps auditor judgment and review in the loop
- —Built for external audit and internal audit workflows
- —SOC 2 certified / privacy-focused messaging
Technology
React
Python
JavaScript
OpenAI
Google Cloud
Swift
Crisp
Box
Reply
Customers
RSM
Richey May
JLK Rosenberger
CPA firms
internal audit teams
Scale & contact
Estimated revenue
$1M-$10M
Estimated monthly visits
16.6K
Latest news
LinkedIn · Jun 2026
Daniel Alberson announced the rebrand from Agentive to Punchcard and explained the new name, category framing, and continued focus on audit workflows.
Punchcard Blog · May 2026
Product/blog post showing Punchcard's AI agents for EBP audits, including eligibility, contributions, deferrals, loans, distributions, compensation, vesting, and census data.
Fondo · Feb 2026
Explains Agentive's audit copilot, founders, and workflow features such as text/table extraction, compliance checking, natural-language querying, reconciliations, and summarization.
Y Combinator · Jul 2023
YC launch describing Agentive as an AI-powered copilot for auditors that helps accountants analyze financial records, perform audit procedures, and draft documentation faster.
Jobs and careers at Agentive
0 jobs at Agentive
No open positions
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