Confirmation Requests

Accelerate your workflow with effortless AR /AP confirmations

Boost response rates, automatically track the status of all confirmations and save hours in the process

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One platform, seamlessly connecting all stakeholders

Bulk Create and Collaborate

Enhance your workflow with advanced bulk upload tools. Generate multiple requests with one click, collaborate effortlessly with clients, their customers and suppliers, and reduce administrative burdens for everyone involved.

Elevate your Audits

Expedite debtor responses and facilitate request preparation. Export automated working papers effortlessly, transforming your AR/AP testing into a unified Excel workbook for unparalleled audit management.

Enhance Audit Quality & Compliance

Reduce manual data entry errors and automate with built-in templates, all within a centralized platform offering real-time tracking, full visibility and detailed audit trails for regulatory compliance.

Here's how it works

Set up Requests
Upload or Copy & Paste your data into a spreadsheet interface to bulk create and send all your AR/AP requests.
Review and Reconcile
Seamlessly collaborate with stakeholders on the request, allowing them to provide additional context during the reconciliation phase.
Track and Export
Visualize all your requests, track progress in real-time and export your AR/AP working paper.
TRUSTED BY LEADING AUDIT FIRMS

Here is what our clients have to say:

‘’Our teams saved up to 4 hours per client, and turnaround times on confirmations are down 80%.’’
Gavin Smith
-
BDO
“Circit really caught our attention, and as we delved deeper, we found it to be not only a compelling solution but also a wise financial decision. That's why we chose it.”confirming balances and arrangements directly with banks and solicitors is now a seamless process, all within one system’’
Michael Gummery
-
HLB Partner, HLB Mann Judd.
TMF Group
Managing the relationship with our auditors across multiple entities can be a major administrative burden. Circit has completely streamlined many of the most painful processes, and it is simple for my team to use.
Sam Sengupta
-
Director of Operations for UK & Ireland
Haines Watts logo
Circit has enabled us to transform the audit confirmation process right across our business.  Simple and easy to use it gives us a central location from which we can manage all requests to all providers for all our clients. For us it is significantly improving request turnaround times, automating the client authorization process and providing us with the independent audit evidence needed.
Angela Chorlton
-
Associate Director
"The Circit Platform has transformed this area of our audit engagements with clients and counter-parties. Confirming balances and arrangements directly with banks and solicitors is now a seamless process, all within one system."
Kevin Foley Partner
-
Audit and Assurance
“As the asset management industry and the financial audit strive for true digital transformation, the audit confirmations process has remained a challenge. We believe that Circit will help the ecosystem take a big leap forward by addressing these challenges with its innovative confirmations platform for the many different stakeholders involved”
Shane O'Connor
-
Partner KPMG Australia
"Circit's automated tracking system allows us to easily monitor the status of confirmations and send reminders when necessary, eliminating the need for manual follow-ups. As a result, we have saved countless hours of effort. Overall, we estimate that Circit has reduced the time we spend on confirmations by nearly 70%.”
Shane Hartman CPA - Audit & Assurance
-
Member of BDO Alliance
MGI Delta logo
“Given the highly confidential nature of the industry, reliance on Circit was an excellent investment and it provides us with a competitive edge in the market of audit services.”
Vladimir Kolmakov
-
Managing Partner
Haines Watts logoTMF Group
More customers stories

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DELIVERING REAL VALUE

Saves up to 70% of time for auditors

Centralized Efficiencies
Maximize Audit Quality

A fully automated, centralized and streamlined process for AR/AP confirmations.

For every client, to every provider, across your whole firm and verify bank accounts in real-time with Circit's regulated solution

Bulk upload and creation of requests in excel style interface

Real-time tracking with automated follow up reminders

Higher response rates with simplified process for customers/suppliers

Enhanced productivity with built-in templates and in-platform collaboration

Export automated working papers of your AR/AP testing into Excel workbooks

Expedite customer & supplier responses and minimize alternative procedures

Streamline balance verification processes and ensure accuracy

Reduce manual tasks and focus on higher-value audit activities

FRICTIONLESS SECURITY

Security and compliance at the core

INTERNATIONAL STANDARDS

Circit’s platform meets the highest international security certification ensuring confidentiality and file integrity.
All content is encrypted in transit and at rest with world-class encryption and key management techniques along with a one-time AES-256 symmetric key.

Our focus on security protects your clients’ highly sensitive data in the most robust way.

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CERTIFIED & Accredited
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See what Circit can do for your firm

trusted IN over 100,000 engagements
Crowe
Cantor
Deutsche Bank
Kreston
Lloyds Bank
FOD
Grant Thornton
William Fry

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