Prompt
What's the best confirmation platform for sending and tracking bank and attorney responses during audit fieldwork?
Latest observation
The best option is usually an electronic confirmation platform built specifically for audits, with built-in controls, audit trail, and secure recipient validation.
Top choices
-
Confirmation.com (now part of Thomson Reuters)
- Widely used in audit firms
- Strong for bank confirmations and lawyer/attorney letter responses
- Good audit trail, secure routing, and standardized workflows
-
PwC-confirmation / similar enterprise audit confirmation tools
- Best if your firm already uses an integrated audit suite
- Strong governance and workflow controls, but more enterprise-dependent
-
Caseware Confirm / Inflo / other audit workflow platforms with confirmation modules
- Good if you want confirmations integrated with broader fieldwork and workpapers
- Often easier for smaller/mid-size firms than a standalone enterprise tool
For most firms
If your priority is sending, tracking, and defensibly documenting bank and attorney responses, Confirmation.com is generally the most recognized and purpose-built choice.
What to look for
- Secure recipient authentication
- End-to-end audit trail
- Status tracking and reminders
- Support for both bank confirmations and legal/attorney letters
- Evidence retention and export to workpapers
- Compliance with audit standards and independence safeguards
If you want, I can also give you a side-by-side comparison of Confirmation.com vs Caseware vs other options, or recommend one based on your firm size and budget.
Observation history
How did Obsurfable measure this prompt?
Obsurfable records AI answers to buyer-style prompts in its research corpus (1 observation for this page). Metrics are distributions over observations, not a single static ranking.
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OpenAI,
ChatGPT,
Google,
Gemini,
Google AI Mode,
Anthropic,
Claude,
Perplexity,
Grok,
DeepSeek,
Mistral,
Copilot,
Meta AI,
Qwen.
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