Independent Review and Compilation Agent
The Independent Review and Compilation Agent calculates each client's public interest score under the Companies Regulations from employees, third-party liabilities, turnover and shareholders, and checks the MOI and owner-managed exemptions to confirm whether an audit, independent review or compilation is required. It then prepares ISRE 2400 inquiry and analytical procedures or ISRS 4410 compilation documentation, and drafts the engagement report for the independent reviewer or accountant to finalise.
Ideal forIndependent reviewers
The difference
From 14-18 hours per engagement to 5-6 hours
Your reviewers spend their hours on inquiry, judgement and conclusions rather than assembling analytics and templates for every small company file.
Done by hand
14-18 hours per engagement
With the Vanine agent
5-6 hours
Time returned to your team
65%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
The right engagement, every year
Getting the public interest score wrong means either an unnecessary audit fee or AFS that do not meet the Companies Act. The agent recalculates the score each year from the client's own records and shows the working.
Review files that stand up to inspection
Independent review work is often thin on documented inquiry and analytics. The agent builds structured ISRE 2400 procedures and evidence so your file shows how you reached your conclusion.
More engagements per reviewer
Small practices carry dozens of review and compilation clients with the same year-end. Preparation work drops sharply, so your reviewers spend their time on judgement and sign-off.
Capabilities
Know the right engagement for every company, then get the review file ready.
Built for independent reviewers, registered auditors, SAIPA and SAICA practices and accounting firms that perform independent reviews and compilations for South African private companies.
Public interest score calculation
Calculates the PI score from employee numbers, third-party liabilities, turnover and the number of beneficial interest holders, and records the source of each input.
Engagement type determination
Applies the PI score, whether AFS are internally or independently compiled, MOI requirements and the owner-managed exemption to confirm audit, independent review or compilation.
ISRE 2400 analytical review
Compares current and prior-year balances and ratios, sets expectations and flags unexpected movements that need inquiry, documented in a structured working paper.
Inquiry programme and responses
Drafts management inquiry questions tailored to the client's industry and risk areas, and records responses against each assertion for the reviewer.
ISRS 4410 compilation documentation
Prepares compilation working papers, the agreed basis of accounting and management representations for compilation engagements under IFRS for SMEs or the client's framework.
Draft reports and representations
Drafts the independent reviewer's report or compiler's report and the management representation letter for the reviewer to review, amend and sign.
How it works
From your systems to a result you sign off
The independent reviewer or registered auditor evaluates the evidence, forms the conclusion and signs the report. The directors approve the AFS.
Connect the places your engagement files already live.
Trial balances and ledgers from Xero, Sage or Pastel, prior-year AFS and working papers in CaseWare or Draftworx, and client records on SharePoint. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- CaseWare and Draftworx
- Xero, Sage Business Cloud Accounting, Sage Pastel, QuickBooks Online
- CIPC company records via your data provider subscription
- Karbon practice management
Runs on request in Teams or OpenAI Frontier, or in batch across your review portfolio at year-end, using the models your firm approves.
A PI score working, engagement type memo, ISRE 2400 or ISRS 4410 working papers and draft reports, ready to import into CaseWare or Draftworx.
Step by step
- 01
A client's year-end file is opened or the agent runs across your review portfolio.
- 02
It calculates the public interest score and confirms the required engagement type.
- 03
It runs analytical review and drafts the inquiry programme for management.
- 04
It assembles review or compilation working papers and the draft report.
- 05
The independent reviewer reviews the file, concludes and signs the report.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Calculate the public interest score"
- entity
- Private company
- year
- FY2025
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your engagement files never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your engagement files stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your engagement files. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR ENGAGEMENT FILES NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
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