AI-Powered Financial Statement Review: We Catch Errors So Your Audit Clients Won't

March 17, 2026

A publicly filed 10-K. 273 pages. Reviewed by auditors, reviewed by management, reviewed by legal. Filed with the SEC.

And in the management's discussion of revenue — arguably the most important section of the entire filing — there was a rounding error. Off by one. Sitting right there for anyone to find, if anyone had the stamina to check every number across 273 pages.

No human is going to catch a $1 variance under deadline pressure. Our AI caught that — and two more exceptions — in minutes.

This isn't a hypothetical. This is a real filing, publicly available, that passed through every layer of professional review before going live.

What Agentive Found: 3 Exceptions

We loaded the 10-K alongside the prior year filing and ran a full review. Totals that don't foot because hidden rows come along when tables are built in Excel and pasted into Word. Cross-references that drift because someone updated one spot and missed the other. Prior year numbers that don't match because nobody pulled up last year's filing to check line by line.

Here's what came back:

Review Findings
3 exceptions
EXCEPTIONNote 12 · p. 67

Revenue Footing Error

Line items sum to $4,287,341 but the stated total is $4,287,342.

$1
EXCEPTIONNote 5 · p. 54 ↔ Balance Sheet · p. 38

A/R Cross-Reference Mismatch

Accounts receivable in Note 5 ($487,234) doesn't match the Balance Sheet ($487,284).

$50
EXCEPTIONPrior Year · 2023 10-K

Prior Year Revenue Inconsistency

Prior year revenue ($3,891,205) doesn't match the prior year 10-K ($3,891,105).

$100
3 exceptions caught. Ready to be updated.

These aren't edge cases. We find issues like this in almost every demo.

See it yourself — book a 15-minute demo →

How It Works

Structural Analysis

Agentive reads the full document structure — column headers, row labels, footnote references — to understand what each number represents.

Mathematical Accuracy

Every footing and cross-footing is checked — line items against totals, subtotals against grand totals, across every table in the filing.

Prior Year Consistency

Prior year comparatives are checked against the actual prior year filing to catch numbers that drifted between periods.

Internal Consistency

Cross-references between the financial statements and footnotes are verified — same account, same number, everywhere it appears.

Review Checklist

You get a clear set of exceptions with exact page references, variance amounts, and in-product tickmarks to demonstrate completeness.

We don't just compare numbers. We analyze the entire context of your financial statement. Agentive reads column headers, row labels, and footnote references to understand what each number represents and where it should tie — the way an auditor would, but across every page, every time.

Custom Reviews: Make the AI Check What Matters to Your Firm

Every firm has standards that go beyond "do the numbers tie" — template structure, terminology consistency, presentation format across deliverables.

With Custom Reviews, you tell the AI what to check, and it checks it. Define a review once, save it as a template, and apply it across every client and every engagement. Your institutional knowledge about quality — codified and automated.

15 Minutes Could Save You 1.5 Hours

That's the math. Per financial statement. Every engagement. Every client.

We save an hour and a half on every financial statement we issue with Agentive.
Gabe MendozaAudit Partner, Sokol & Sokol

The question isn't whether something will slip through — it's who catches it first. Agentive, or your client?

Busy season doesn't wait. Neither should you.

Try it yourself

In 15 minutes, we'll run any set of financials through Agentive live and show you exactly what it finds. Every firm that's seen the demo has had the same reaction: "How did we miss that?"

Book a Demo →