Jason On Firms Podcast

549 Meet The Founder Building AI for AUDITORS

Dec 5, 2025
In this discussion, Danny Alberson, a former accountant and founder of Agentive, delves into the transformative power of AI in the auditing field. He highlights how their platform automates evidence requests and testing as soon as clients upload documents, allowing auditors to focus on more critical tasks. Danny also shares insights on turning down acquisition offers to remain mission-driven, the evolving role of junior auditors in managing AI, and the importance of avoiding long-term software contracts. This episode is filled with fresh perspectives on the future of audits!
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INSIGHT

Automating Evidence Testing At Upload

  • Agentive automates evidence requests and testing so auditors get answers and citations within about 60 seconds of client upload.
  • This shifts audit work from manual matching to reviewing AI-produced findings tied to the GL and samples.
ADVICE

Generate Request Lists From Ledgers

  • Pull your population or GL and use sampling tools to create request lists that tie directly to selections and confidence levels.
  • Use prebuilt templates and statistical sampling to avoid manual Excel sampling and speed requests to clients.
ANECDOTE

From Small-Town Roots To Audit And Tech

  • Danny recounts growing up around accountants and choosing audit after seeing mentors at PwC and Grant Thornton.
  • That background led him from Ernst & Young audit work into EY's digital transformation and later to Silicon Valley roles.
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