Agentic AI for Audit & Assurance

The Evidence,
Gathered.
The Judgement,
Still Yours.

Brexy’s agent teams run the analytics, tie every sample to its source document, research the standard and document the workpaper. Your engagement team reviews, concludes and signs.

Illustrative. Entities, documents and figures are examples.

Most of fieldwork is spent gathering, tying out and documenting evidence. Brexy’s agents do that part, with every step on the record, so your auditors spend their hours where the risk is.

One Engagement, Five Stages

From Planning to the Signed Opinion

01Planning

Know what changed before the planning meeting

Wren and Kai read last year’s file, the filings and the board minutes, and set out what is new this year and where it moves the risk.

WWrenKKai
What changed since FY24Northwind Group
!
New ERP system went live in JulyBoard minutes · May
Higher risk
!
Acquired Cobalt Freight for $42MPress release · Aug
Higher risk
~
New CFO appointed in SeptemberFiling · Sep
Consider
✓
No change to revenue policyFY24 file · note 2
No change
02Risk assessment

See the month that doesn’t fit

Kai builds an expectation for every account from prior years and drivers, and explains each month that falls outside it before you set the plan.

KKai
Revenue against expectationFY25 · $M
MarchOne-off licence sale. Agreed to contract.
DecemberYear-end spike. Linked to the cut‑off test.
03Fieldwork

Every sample tied to its source

Tess selects the sample to your methodology, agrees each item to the invoice and delivery note, and writes up every exception with the evidence attached.

TTessDDev
WP 4.2 · Revenue cut-off25 items
INV-447128 Dec$84,200✓✓
INV-447529 Dec$12,940✓✓
INV-448230 Dec$56,300×
INV-449031 Dec$21,780✓✓
Exception · INV-4482Shipped 4 Jan. $56,300 in the wrong period. Raised to the manager.
04Technical accounting

The standard, applied and referenced

Tomas researches the question, applies the standard to the contract and drafts a position paper that cites every paragraph it relies on.

TTomas
Implementation fee · one obligation or two?Draft position
1
Identify the promisesLicence, implementation, support
IFRS 15.24
2
Is implementation distinct?It significantly customises the software
IFRS 15.29(b)
✓
Combine with the licenceOne performance obligation
IFRS 15.30
For your technical partnerThe judgement on “significant customisation”
05Completion

Review notes cleared. Sign-off stays human.

Tess reviews every workpaper like a senior, raises notes and tracks them to clearance. Each sign-off in the chain belongs to a person.

TTessRRosa
Sign-off · FY25 audit0 notes open
T
PreparedTess · agent
Done
R
ReviewedSenior
Done
M
Manager reviewManager
Done
P
Opinion signedEngagement partner
Your call

Illustrative. Entities, documents and figures are examples, not accounting advice.

Your Assurance Agents

Specialists Your Engagement Team Can Brief

TTessAudit & Supervisory ReviewerTTomasTechnical Accounting SpecialistKKaiSenior Financial AnalystWWrenData & Filings ResearcherDDevFinancial Data Steward
SSageCompliance LeadLLuciaDisclosure WriterRRosaExecutive Reporting AnalystOOmarKYC & AML AnalystYYusufMarket Surveillance Analyst
Built for Assurance

An Evidence Trail
Your Regulator Can Follow

  • Every step recordedWhat was done, the source relied on, which agent did it and when.
  • Engagement data isolatedClient data stays inside its engagement and is never used to train third-party models.
  • People concludeReviews, conclusions and the opinion belong to your senior, manager and partner.
  • SOC 2 Type I · ISO 27001Attested and compliant. See the Trust Portal.
Activity log · WP 4.2Live
Audit & Assurance FAQ

What Audit Teams Ask First

See it on your methodology

Run Brexy on one workpaper area from a past engagement and compare the result.

Talk to our team

No. The agents prepare the first pass: analytics, testing support, research and drafts. Your engagement team applies professional judgement, reviews the work and signs off, and the partner signs the opinion.

Yes. Give the agents your methodology, templates, sampling approach and workpaper references, and they prepare work in that format so it fits your existing review process.

Every procedure records what was done, the source documents relied on, which agent performed it and when, and who reviewed and approved it.

Yes. Agents research the relevant standards, apply them to the facts and draft a position paper that cites the paragraphs it relies on. Your technical team challenges the draft and makes the call.

Each engagement’s data stays inside it and is never used to train third-party models. Brexy is SOC 2 Type I attested and ISO 27001 compliant, and private deployments are available.

Start with the free one-month trial at studio.brexy.ai, or talk to our team about a pilot on one workpaper area. Enterprise plans with private deployments are available.

Deploy Your Assurance Agent Team

Spend Fieldwork on Judgement, Not Tick Marks

Give Brexy your methodology and one workpaper area. Your agent team prepares the analytics, testing and documentation, and your reviewers take it from there.