One network.
Every fund asset verified.

A future-ready solution for the financial audit and asset management industry

Seamless collaboration

A network of validated stakeholders

One platform

Bring together all stakeholders on one central, secure platform, ensuring visibility of the full confirmations process without the need to create trackers.

Reduce shared inboxes

Eliminate exceptions and escalation touch points with clients. Reduce shared e-mail inbox traffic by 85% and resolve queries on-platform.

Real-time status visibility

Easily reassign request ownership and keep external stakeholders up to date on requests statuses with on-platform messaging and queries at line-item level.

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

‘’The Circit Platform has transformed this area of our audit engagements with clients and counter-parties. The Circit Bank Confirmations platform has allowed us to move away from spreadsheet trackers and paper requests to one centralised database with digital requests. There is now a standardised approach to all requests and the whole process is now more efficient. Having made the switch in 2019, it has proven to be invaluable during the recent pandemic as clients have seen no interruption or change in the way we work with them through this part of the audit. The platform is very easy to use and even some of our most technology cautious clients have found authorising requests to be straightforward and quick to complete.
confirming balances and arrangements directly with banks and solicitors is now a seamless process, all within one system’’

John Brand

Director of Audit & Assurance

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

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

"We’re using the Circit platform for all our requests now, and I’m really pleased with how it's working out – the ability to get electronic authorities has been particularly useful given the current circumstances and I love having everything in one place."

Samantha Day

Audit Manager

“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

A future-ready solution

Empowering all fund stakeholders

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

Faster request creation: reuse prior-year templates, drastically reducing repetitive work

Smarter task automation: automate data entry and simplify exception handling

Real-time tracking and follow-ups: track status requests instantly and resolve queries through in-platform messaging

Join the network: collaborate with all other fund stakeholders in one central location

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

Complete overview: A digital experience with end-to-end visibility for all asset types held in a fund's portfolio

Enhanced visibility and control: Track confirmation statuses across funds and regions

Improved exception resolution: Identify exceptions and reconcile them using the platform’s query tools

Join the network: collaborate with all other fund stakeholders in one central location

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

Collaborate with multiple organisations: work seamlessly across internal and external organisations

Line-item precision: Pinpoint valuation records at a line-item level and query in context

Secure audit trail: Automatically create an immutable audit trail to minimise the risk of non-compliance findings

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Developer Friendly APIs

BESPOKE INTEGRATIONS

Using Circit's developer portal, APIs and modern webhooks means you can leverage the latest technologies without the risk and cost of maintenance.

get access to our developer portal

regulator approved

The only directly regulated Open Banking audit platform, meaning you don't have to be

INTERNATIONAL STANDARDS

Circit's platform meets the highest international security certification standards to help your firm reduce compliance costs and keep client data in a more secure environment.

INDUSTRY ACCREDITED

Request a demo

See what Circit can do for your firm

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One network.
Every fund asset verified.

Seamless collaboration

A network of validated stakeholders

One platform

Reduce shared inboxes

Real-time status visibility

TRUSTED BY LEADING AUDIT FIRMS

Here is what our clients have to say:

A future-ready solution

Empowering all fund stakeholders

connect with circit

Developer Friendly APIs

BESPOKE INTEGRATIONS

regulator approved

The only directly regulated Open Banking audit platform, meaning you don't have to be

INTERNATIONAL STANDARDS

INDEPENDENTLY REGULATED AND CERTIFIED

INDUSTRY ACCREDITED

Request a demo

See what Circit can do for your firm

trusted IN over 100,000 engagements