Acurvanta AI brings client documents, financial records, audit work, and final reporting into one connected workspace. It helps teams find missing information, verify financial data, detect unusual activity, and keep every conclusion tied to evidence. AI supports testing, review, issue resolution, and report preparation while reducing repetitive manual work. Your professionals remain in control of every important decision, approval, and final sign-off.
see how it worksthe operations view
The Dashboard brings intake processing, engagement load, human-attention items, AI confidence, completion forecasting and deadline risk onto one screen — so managers see what to unblock today and partners see which signoffs sit on the critical path.
proven business impact & roi
Audit operations benchmarkClient documents and supporting records that are complete, validated, and ready for accounting or audit work without additional follow-up.
Financial balances successfully tied to supporting records, with unmatched items and unusual entries automatically flagged for review.
Exceptions, missing evidence, and unsupported conclusions cleared through review before they can affect the final engagement output.
Financial statements, audit reports, and management deliverables prepared from approved engagement data and ready for professional sign-off.
Illustrative figures for an audit operations workspace, not measured customer results.
book a demo
Book a 45-minute walkthrough of Acurvanta AI. Pick a time, tell us who you are, choose the modules you’d like to see — we’ll meet you where you are, whether you’re preparing for busy season or untangling a year of PBC email threads.
Prefer to talk first? send us an email — we answer every note with care, usually the same day.
A focused walkthrough of Acurvanta AI on the engagements your firm runs: PBC intake, ledger reconciliation, risk planning, fieldwork sampling, review, reporting and quality — end to end.
45 minutes · video call
November 2026
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the whole operation
The same modules you see in the Acurvanta AI sidebar — Engagement Intake, Ledger, Risk Planning, Fieldwork, Review, Reporting and Quality — connected on one thread from the first PBC request to a released opinion, with AI confidence, human review and deadline risk on the dashboard.
engagement intake
Client requests, documents, and financial records come together in one place. AI reads incoming files, identifies what they contain, matches them to what is needed, and flags missing or incomplete information so the team can start with a complete picture.
ledger
Financial records are organized, mapped, and checked against supporting information before the work moves forward. AI matches accounts, finds reconciliation differences, highlights unusual entries, and brings anything that needs attention to the accountant.
risk planning
Financial changes, prior findings, controls, and unusual activity are reviewed together to identify areas that need closer attention. AI highlights possible risks, connects them to the right accounts, and suggests where additional work or evidence may be needed.
fieldwork
Selected transactions are checked against invoices, contracts, payments, shipping records, confirmations, and other supporting documents. AI compares the evidence, recalculates values, finds mismatches, and flags exceptions for the audit team to investigate.
review
Completed work is checked to make sure the evidence, test results, and conclusions all agree. AI finds missing support, conflicting information, unresolved exceptions, and incomplete sign-offs so reviewers can focus on the issues that really need judgment.
reporting
Final financial data and approved conclusions are brought together to prepare financial statements, audit reports, management letters, and other deliverables. AI helps draft the content, checks figures against approved records, finds inconsistencies, and prepares the report for professional approval.
quality
Required work, approvals, independence checks, documents, and unresolved issues are verified before anything is released. AI continuously checks for missing requirements and can stop the engagement from moving forward until important issues have been cleared.
how it works
Acurvanta AI brings the full accounting and audit engagement into one connected process. Client information is collected, financial data is checked, audit work is completed, and final reports are prepared with AI supporting the team at every stage.
Client requests, financial records, bank statements, schedules, contracts, and supporting documents are brought into the engagement. AI reads the files, organizes them, and highlights anything missing or incomplete before the work begins.
Financial records are mapped, reconciled, and checked against their supporting information. AI finds unusual balances, reconciliation differences, and areas that may need closer attention before the audit team starts testing.
Transactions and balances are checked against invoices, payments, contracts, confirmations, and other evidence. AI identifies mismatches, missing support, and unusual activity, while reviewers resolve issues and approve the conclusions.
Approved financial data and conclusions are turned into financial statements, audit reports, management letters, and other client deliverables. AI checks the figures, highlights missing approvals, and helps ensure everything is complete before final sign-off.
Traditional SaaS vs Acurvanta AI
Most audit platforms ship one model and you work inside its limits. Acurvanta AI puts an orchestration layer between the workflow and the model, so each audit task runs on the intelligence that suits it.
Tap a step to see why that model runs it
Reads the client inquiry and identifies the requested service, reporting period, entities, deadline, and missing qualification information.
Processes PBC packs, bank statements, invoices, contracts, schedules, and scans; identifies document type, period, missing pages, and missing requests.
Maps chart-of-account data, compares GL balances with subledgers and supporting records, calculates differences, and identifies unusual entries.
Reviews financial movements, prior findings, controls, materiality, and engagement context to surface areas requiring additional attention.
Reads invoices, purchase orders, shipping records, payments, and confirmations and compares them against recorded transactions.
Checks whether evidence, test results, exceptions, and preparer conclusions agree and highlights unsupported conclusions or missing references.
Prepares financial statements, audit-report drafts, management letters, and commentary using approved engagement information.
Checks unresolved issues, approvals, documentation completeness, independence requirements, and quality conditions before release.
One evidenced engagement record
Every module · one thread · partner-ready view
Note: Model names and marks are the property of their owners and appear here to say which APIs a workflow step can be routed to. No endorsement or partnership is implied.
Connectivity
Acurvanta AI connects with the ledger, document, communication and signature systems your firm and your clients already run, through their documented APIs — so PBC items, trial balances, evidence and signoffs move between systems without being re-keyed.
Note: Tool names and marks belong to their respective owners. No endorsement or partnership implied. Integration availability depends on existing systems, licences, API access, vendor approval, security configuration and implementation scope.
standards we support
Acurvanta AI runs the evidence, review and quality controls audit firms and their regulators expect. Compliance itself still rests on how your firm configures, governs and operates the platform.
Supports structured understanding of the entity, internal controls, identified risks, and assessed risks of material misstatement inside Risk Planning.
Keeps invoices, confirmations, contracts, bank records, and other supporting evidence connected to the procedures and conclusions they support.
Ties each sample to its planned procedure, tests selected transactions against source evidence, captures exceptions, and documents the conclusion reached within Fieldwork.
Connects procedures, evidence, conclusions, preparer and reviewer sign-offs, and review dates while supporting engagement-document retention controls.
Runs the engagement-level quality controls: assigned owners, direction and review, the independence confirmations the engagement partner must obtain, and signoff gates that hold release until required approvals clear.
Note: Acurvanta AI provides technical capabilities that support these standards and requirements. It is not itself certified against them, it does not independently certify your firm as compliant, and availability may depend on product configuration, configured integrations and customer operating practices.
Acurvanta AI ships
Which is the hard half. It runs every day against trial balances nobody cleaned up, on models that shift under it, for a firm that finds out something drifted when the partner opens the file an hour before signoff.
Catalogued for accounting & audit workflows
Sister platform — Nestack Agents
Production playbooks
Telemetry, evaluations, guardrails, human review, and a crew on call when one of them starts drifting at 3am.
FAILURE MODES
SEV-1 FAILURE MODES
BASELINE EVAL CASES
AGENT MONITORING
Accounting & audit agents are catalogued on Nestack Agents.
add-ons
Optional, generic equipment that feeds the modules you already use — matched to how audit teams capture paper evidence, count inventory and sign off.
Swipe for hardware
Gives audit teams access to procedures and workpapers while working at the client site. Staff can record observations, add notes, capture supporting evidence, review open issues, and keep fieldwork connected to the engagement.
Digitizes paper invoices, bank statements, signed letters, schedules, and other client evidence. Scanned files can be sent into Engagement Intake, where Acurvanta AI reads, classifies, and matches them to the correct document request.
Note: Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.
Our prices
The whole firm
$200/mo
Acurvanta AI runs on a single monthly subscription, covering every engagement your firm runs — from the first PBC request through fieldwork, review, reporting and a released opinion.
Onboarding is a separate one-time fee, set out below.
onboarding
A one-time setup that gets your audit practice live before the first monthly cycle: we import your client roster and engagement calendar, connect your ledger and document tools, load your PBC request templates and workpaper methodology, and configure every Acurvanta AI module around how your firm actually plans, tests and signs off engagements. Each fee below is a STARTING point; we scope the final onboarding once we understand your environment, security needs, integrations, data volume, compliance requirements and deployment model.
$1,000+one-time
Your setup includes:
$2,500+one-time
Everything in Essential, plus:
$5,000+one-time
Everything in Plus, plus:
how it runs
Same platform, same ongoing subscription price. Only the onboarding may differ by your requirements.
Runs in Nestack's managed cloud, with hosting, scaling, updates and backups handled for you. The fastest way to start: PBC packs are flowing and reconciliations running without any infrastructure to stand up.
The same platform deployed inside your firm's own cloud, VPC or on-prem environment, for audit practices bound by strict client-confidentiality terms, regulator scrutiny and peer-review retention rules. Client books and workpapers never leave your environment, and the monthly subscription stays exactly the same.
frequently asked questions
How data flows into the platform, how evidence is verified, what reports are produced, and how it fits into your firm’s audit practice.
Acurvanta AI is an intelligent audit operations and workpaper platform built for CPA practices and audit firms. It automates and connects the full engagement lifecycle — from initial client document intake and general ledger reconciliation to risk assessment, substantive fieldwork testing, multi-tier review, and final financial statement preparation — keeping every conclusion strictly grounded in verified source evidence.
You can ingest financial data and supporting evidence across all common formats: general ledger trial balances and journal detail directly from QuickBooks Online, Xero, Sage Intacct, NetSuite, and Microsoft Dynamics 365 (or flat Excel, CSV, and SIE/IIF files); client PBC packages including PDF bank statements, vendor invoices, debt agreements, contracts, board minutes, and payroll summaries; physical paper documents digitized via our document scanner add-on; and direct file syncs from SharePoint, Google Drive, Box, and iManage.
The platform generates complete, peer-review-ready audit workpaper packages: reconciled trial balance schedules mapped to your firm's chart of accounts, risk assessments and materiality calculation sheets (aligned with AICPA SAS 145 / AU-C 315), substantive sampling test workpapers with tied underlying vouchers (PCAOB AS 2315), exception logs, draft financial statements with full disclosure notes, management representation letters, and complete digital archive binders conforming to PCAOB AS 1215 documentation retention standards.
Every automated extraction, recalculation, and reconciliation is tied directly to primary source evidence. The platform assigns a confidence score to every data point and provides an instant click-to-source audit trail connecting figures to the exact page, line, and bounding box of the source document. No figures are synthesized or hallucinated. If an extraction falls below threshold confidence or a balance fails tick-and-tie verification, it is flagged for mandatory human auditor review.
Flagged records are items where the system detects a variance, inconsistency, or missing requirement that requires professional judgment. Common examples include unfulfilled PBC checklist items, reconciliation variances between the general ledger and bank statements, unusual journal entries that breach materiality or cutoff dates, sampling exceptions during fieldwork, and open reviewer notes. Flagged items appear on the engagement dashboard with deadline risk indicators and must be resolved before sign-off.
Acurvanta AI integrates into your existing technology stack without requiring you to overhaul your practice. It syncs with your core accounting systems (QuickBooks, Xero, NetSuite, Sage Intacct, Dynamics 365), reads and archives workpapers into your firm's cloud storage (SharePoint, OneDrive, Google Drive, Box, iManage), routes status alerts through Outlook and Gmail, and allows engagement teams to export completed workpapers, sampling sheets, and lead schedules to Excel and PDF anytime.
Acurvanta AI is purpose-built for CPA firms, audit and assurance practices, and accounting firms conducting financial statement audits, reviews, compilations, and agreed-upon procedures (AUP). It serves the entire engagement hierarchy: managing partners monitoring practice-wide deadline risk, audit managers supervising review notes and signoffs, senior auditors and staff performing substantive testing, and firm quality review leaders preparing for peer review inspections.
One flat price for the whole firm: $200 a month with zero per-seat, per-engagement, or per-module fees. Bringing on seasonal contractors and interns for busy season does not change your bill, and nobody has to ration logins. Client PBC portal access is included for all your audit clients. Onboarding is a one-time fee starting at $1,000+ (Essential), $2,500+ (Plus), or $5,000+ (Enterprise), scoped and fixed before you commit.
Have a specific workflow or compliance question? book a 45-minute walkthrough or email our engineering team.
