
Automate audit confirmations and verify financial data directly from the source, cutting manual work and fraud risk.
Connect directly to banks and counterparties for faster, provider-validated evidence on every audit file.
Top AI for Accounting, Bookkeeping & Tax picks
See all 93 AI for Accounting, Bookkeeping & Tax tools →For accounting and tax professionals, particularly auditors, Circit is a leading platform for automating audit confirmations. It provides verified, independent evidence by connecting directly to banks and financial institutions, which has been shown to reduce confirmation turnaround times by up to 80% and save an average of 4 hours per client audit.
Your workflow, automated
Before & After
Manually chasing banks and solicitors for audit confirmations via email and post.
Weeks-long confirmation delaysReceiving verified evidence directly from financial institutions in a single platform.
80% faster turnaroundTry it with these prompts
Copy any prompt and paste it directly into the tool.
I need to verify bank transactions for an audit. Please help me generate a confirmation request to send to the bank through Circit. Include placeholders for the bank name, account number, and the specific date range for …
We need to manage and automate confirmation requests for our audit clients at scale. Can you outline the steps within Circit to initiate and track these requests, focusing on features that increase response rates and spe…
I need to request a balance confirmation for a client's account. Please guide me on how to use Circit to send an encrypted digital channel request to the financial institution, ensuring data security and independent veri…
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Is it worth it?
Why Accounting, Bookkeeping & Tax choose this tool
Key Use Cases
Circit excels at streamlining the audit confirmation process, providing a secure, direct line to banks that demonstrably cuts turnaround times by up to 80%. Its unified platform for requests, verification, and client collaboration is a major efficiency gain. The primary trade-off is the lack of transparent pricing, which requires a demo and suggests it's a considered purchase rather than a plug-and-play tool for smaller practices.
Frequently asked questions
What is Circit and how does it help auditors?
Is Circit secure for handling sensitive client financial data?
How does Circit save time on an audit?
Is Circit available for auditors working with international banks?
What kind of financial institutions are in the Circit network?
Does Circit replace the need for client-provided bank statements?
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Take it with you
- **Eliminate Manual Chasing:** Stop tracking requests in spreadsheets and email chains.
- **Reduce Fraud Risk:** Get independent, source-verified evidence for every file.
- **Save Billable Hours:** Reclaim an average of 4 hours per client audit.
- **Improve Client Experience:** Provide a simple, secure portal for all requests.
- **Centralize Your Workflow:** Manage requests, documents, and signatures in one place.
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About Circit
Full Description
Circit is an independent evidence platform for auditors to automate confirmation requests and verify financial data. It connects directly with banks and counterparties to provide a single workspace for client engagement, reducing manual effort and fraud risk.
Editorial Verdict
Circit excels at streamlining the audit confirmation process, providing a secure, direct line to banks that demonstrably cuts turnaround times by up to 80%. Its unified platform for requests, verification, and client collaboration is a major efficiency gain. The primary trade-off is the lack of transparent pricing, which requires a demo and suggests it's a considered purchase rather than a plug-and-play tool for smaller practices.
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