Daily rule checks
Runs your controls against transactions, approvals, and records every day instead of once a year.
AI Agent
Compliance & Audit Agent
Audit-ready every day, not the week before the audit.
Daily rule checks, an exception queue, and audit evidence packs with source links, built on the records your team already keeps.
Reply within 24 hours. First agent, price, and timeline. No obligation.
A compliance and audit agent is an AI agent that checks financial and operational records against your rules every day and puts every exception in a review queue. It assembles audit evidence with source links as it goes, so audit preparation takes days instead of weeks.
Sound familiar?
“Audit prep takes weeks every year.”
“We only find the problems when the auditor asks.”
“Nobody can tell me where the evidence for that approval is.”
“Our checks live in one person's head.”
What it does
Skills you can switch on.
The Agent Audit picks which skills to start with. Add the rest as the agent proves itself.
Exception queue
Puts every breach, missing approval, or unusual entry in one queue with the rule it failed and the record behind it.
Evidence packs
Collects the documents, approvals, and logs behind each control into an audit-ready pack with source links.
Approval trail
Records who approved what, when, and on what basis, so the history is never rebuilt from email.
Policy and document checks
Reads contracts, policies, and supporting documents and flags missing clauses, expired items, or conflicts.
Control reporting
Summarizes control status, open exceptions, and trends for management and auditors.
Before and after
What changes in the first week.
Today
- Controls checked once a year, under pressure
- Evidence gathered from inboxes and shared drives
- Exceptions found by the auditor, not the team
- Approval history rebuilt from memory
With the agent
- Controls checked every day
- Evidence packs built continuously, with source links
- Exceptions caught and resolved within days
- A complete, searchable approval trail
- Audit preparation measured in days, not weeks
You stay in control. Your compliance or finance lead decides every exception and signs off each evidence pack; the agent never closes an issue on its own.
Proof
Work we have already shipped.
Ledgerline
603 tests passed in a dated financial-control verification
SAR 760Kcash reconciled end to end
603tests passed
14control findings fixed
3finance sources in one ledger
Planroom
15 real bid packages evaluated for extraction quality
15packages evaluated
62largest package documents
1,543specification pages
10packs reviewed in depth
Pricing
Start small. Prove it in a week.
The Starter Agent is $1,000 and live in one week. If your Starter Agent does not work as agreed in writing, we fix it at no charge or refund the $1,000.
The Agent Audit
Free
Reply within 24 hours
Show us one workflow. We tell you which agent to start with, what it will cost, and what should wait.
- One workflow reviewed
- First agent recommended
- Rough price and timeline
- What should stay manual
Starter Agent
$1,000
Live in 1 week
A deliberately small first agent that proves the value before you commit to more.
- One skill, one workflow
- Up to two of your existing tools
- Human approval on important actions
- Testing, launch, and handoff
If your Starter Agent does not work as agreed in writing, we fix it at no charge or refund the $1,000.
Managed AI Operations
From $1,000/month
Monthly, no lock-in
We run your agents, keep them accurate, and add one new workflow or skill each month.
- Monitoring and fixes
- Prompt and data updates
- One new small workflow a month
- Cancel any time
AI Operating Layer or AI System
$10,000-$75,000+
Phased delivery
Agents across the whole operation, or an AI CRM, AI ERP, knowledge system, or integration layer.
- Starts with a System Blueprint ($1,500-$5,000, credited)
- Multiple agents and workflows
- Fixed scope per phase
- You own what we build
Common questions
Before you start.
How much does a Compliance & Audit Agent cost?
The Starter Agent is $1,000 and goes live in one week, usually covering one set of controls on up to two of your tools. If it does not work as agreed in writing, we fix it at no charge or refund the $1,000.
Which systems can it check?
Accounting systems such as QuickBooks and Xero, payment tools such as Stripe, and documents and approvals in Google Workspace or Microsoft 365. Other systems are scoped during the Agent Audit.
Does the agent decide whether something is compliant?
No. It applies the rules you define and flags exceptions with evidence. Your compliance or finance lead makes every decision and signs off each evidence pack.
Is it a replacement for our auditor?
No. It makes your team audit-ready and gives your auditor organized evidence. The audit opinion stays with your auditor.
What happens after launch?
Managed AI Operations, from $1,000 a month, keeps the rules current, reviews false positives, and adds new controls each month. No lock-in; cancel any time.
Keep exploring
Connected to how you work.
The Agent Audit
Get my free Agent AuditKnow which agent to start with.
Show us one workflow. Within 24 hours you get the agent we would start with, what it costs, and what should wait.