Confermax Confirms is a confirmation management platform for managing external confirmations that comply with ISA 505 standards. Manage requestor, responder, and client authorization workflows with embedded AI assistance, real-time tracking, and bank-grade security.
Bank Confirmation & Audit Confirmation Management System
Confermax Confirms is an AI-assisted confirmation management platform for managing external confirmations that comply with ISA 505 standards. Audit firms, financial institutions, and corporate authorizers manage bank confirmations, AR/AP, and digital asset attestations from one secure system.
Comprehensive Confirmations: Manage bank, AR/AP, and legal confirmations under ISA 505 and HKSA 505.
AI Confirmation Assistant: Automate circularization drafting, recipient endpoint validation, exception detection, and follow-up tracking.
VoDA (Verification of Digital Assets): Cryptographic reserve attestation, digital wallet ownership verification, and blockchain asset confirmations.
Fast Digital Authorization: Replace paper mailers with client authorization in seconds via secure digital mandates.
Inspection-Ready Evidence: Export tamper-evident confirmation responses directly into your engagement workpapers.
Traditional audit confirmations suffer from lost paperwork, long response delays, and heightened fraud risks. Confermax Confirms replaces fragmented legacy procedures with an intelligent, AI-assisted confirmation ecosystem.
AI Assistant for Confirmation Management
Draft request language, answer workflow questions, summarize exceptions, and prepare routine follow-ups with an embedded AI assistant. Every output remains reviewable by the audit team.
Data Accuracy & Reliability
Improves data precision and eliminates manual transcription errors across every confirmation request. Enhances the reliability of audit evidence for confident decisions.
Advanced Security
Uses robust bank-grade encryption to safeguard confidentiality and sensitive data integrity. Protects information against interception and evolving security threats.
Compliance Assured
Fully aligned with international auditing standards like International Standards on Auditing (ISA 505). Ensures every audit engagement remains efficient and strictly compliant across jurisdictions.
Intelligent Insights
Delivers instant progress updates and AI-driven tracking for complete engagement visibility. Supports smarter, faster audit decisions with live confirmation monitoring.
Fraud Risk Reduction
Streamlines complex multi-party workflows to minimize operational errors. Mitigates confirmation fraud through standardized, tamper-proof electronic authorizations.
EMBEDDED AI ASSISTANT
AI Assistant for Confirmation Management
Confermax Confirms embeds AI assistance directly into the confirmation record, helping audit teams move faster without losing control of evidence or professional judgment.
Ask in Context
Ask status, evidence, and workflow questions directly against the confirmation record without switching tools or rebuilding context.
Draft and Summarize
Draft request language, summarize responder exceptions, and prepare follow-up actions while keeping a human reviewer in control.
Authoritative Grounding
Ground assistance in the Confermax Library and ISA 505 confirmation workflow guidance, with outputs that remain reviewable and auditable.
Whether sending requests or fulfilling confirmations from a financial institution, Confermax provides specialized tools built for your exact operational requirements.
FOR AUDIT FIRMS & CPAS
Confermax Confirms for Requestors
The definitive platform for audit practitioners to prepare, dispatch, and track external confirmations with embedded AI support. Centralize confirmation queues and accelerate response turnaround times by up to 90%.
Batch request preparation with automated financial institution routing
Seamless electronic client authorization with zero setup friction
Real-time dashboard with embedded AI assistance and automated evidence storage
FOR BANKS & FINANCIAL INSTITUTIONS
Confermax Confirms for Responders
The secure industry solution for financial institutions to receive, validate, and respond to audit requests with intelligent automation. Eliminate manual mailroom overhead and protect your organization against confirmation fraud.
Pre-validated inbound queue with verified client digital authorizations
Direct core banking API integration or secure batch processing options
Complete audit trail ensuring strict compliance with regulatory confidentiality
Ready to Modernize Your Confirmation Workflow?
Join forward-thinking audit firms and financial institutions already elevating confirmations with Confermax Confirms and embedded AI. Connect with our team today to request a live demonstration.