Confirmations Agent
Prepares, sends and tracks bank, receivable and legal confirmations, and reconciles replies to the books.
The challenge
Confirmations are slow because they depend on third parties. Tracking who has replied, re-sending, and reconciling differences takes steady attention that busy-season teams do not have.
What the agent does
- Prepares requests from the ledger and the selection the team approved.
- Sends through the firm’s confirmation platform and tracks each request to a response.
- Reads replies, agrees them to the books and identifies reconciling items such as payments in transit.
- Lists non-replies with suggested alternative procedures.
Your people stay in control
The auditor keeps control of the process as standards require. The agent never accepts a reply routed through the client.
Works with
- Electronic confirmation platforms
- Engagement software
How we measure success
- Response rate by day
- Replies reconciled without staff time
- Non-replies identified early
Kind of work
Document and data processing. The agent reads documents, checks the details and enters them into your systems.
More in Accounting & Audit
Client Data Normalisation AgentTurns messy trial balances, ledgers and exports into clean financial data mapped to the firm’s own leadsheets.Tax Return Preparation AgentReads source documents, populates the return in your tax software and lists what needs a preparer’s judgement.Bookkeeping and Coding AgentCodes transactions, matches receipts and bills, and learns each client’s rules from the corrections staff make.PBC Request and Evidence AgentBuilds the request list, chases the client, and checks each document received against what was asked for.
Want this working in your firm?
We can show it working on real examples from your business before you commit to a full build.