Test Agent
Sample testing, structured for review.
Test Agent runs audit procedures across selected items, captures results in the workpaper, and surfaces exceptions early.
Revenue testing workpaper
42 selections — 5 attributes
Running procedure
ID
Customer
Amount
Date
Appr.
Status
REV-104
Customer A
$12,450
Passed
REV-117
Customer B
$8,210
Review
REV-123
Customer C
$3,120
Open
Procedure applied
Results captured
Exceptions flagged
What it does
Run the test. Capture the result. Surface the rest.
Run
Apply procedures across the sample.
Match attributes against support — amounts, dates, approvals, cutoffs — across every selected row.
Capture
Results land in the workpaper.
Statuses, tickmarks, and evidence links populate in place. No side notes, no separate trackers.
Surface
Exceptions stand out early.
Failed checks and incomplete support are visible during fieldwork, not at review.
In the workpaper
Procedures, results, and evidence — in one file.
Reviewers see what was tested, what passed, what needs judgment, and the support behind each conclusion.
Revenue testing — FY26 workpaper
42 selections · 5 testing attributes · 4 of 4 visible
35 passed5 review2 open
ID
Customer
Amount
Amount
Date
Approval
Cutoff
Status
REV-104
Customer A
$12,450
Passed
REV-117
Customer B
$8,210
Review
REV-123
Customer C
$3,120
Open
REV-128
Customer D
$21,090
Passed
Linked evidence — REV-104
invoice_1048.pdf
Amount, date, and approval support the result.
Exception — REV-117
Approval not visible
PO file references approval but stamp is missing.
Reviewer view
Attributes, tickmarks, and support
Open any row to inspect the basis of the conclusion.
Where it fits
Test Agent sits in the middle of the audit chain.
Cleaner engagements. Faster review.
Join audit teams cutting testing time by up to 10×. Get a personalized walkthrough — every judgment call still in human hands.
Trusted by RSM, Richey May, JLK Rosenberger, and more.