Circit
Audit confirmations and source bank data: send the request, track the reply, and export the evidence.
- Starting price
- Contact sales
- Pricing
- Contact sales
- Pricing checked
- October 12, 2026
Our take
- Best for
- Audit firms that spend busy season requesting bank, debtor, and legal confirmations, or that want transaction data from the bank rather than a client PDF.
- Not ideal if
- A company closing its own books, or a firm that only needs to tie a PDF it already has to an Excel sample. Circit is not a ledger and not a close checklist.
- Standout
- Confirmations go out and come back in one workspace, and authorized bank balances can come from Open Banking, a bank API, or SWIFT instead of a client upload.
About Circit
Circit is how an audit team requests and receives third-party evidence. In Confirm you send bank, debtor, custodian, legal, and other confirmation requests from templates or your own, upload a batch from a spreadsheet, roll last year's requests forward, and chase them with reminders. The client signs in a workspace Circit hosts. The provider responds into Circit, and you accept or reject the reply. Verify is the other path: after the client authorizes it, Circit pulls balances and transactions from the bank through Open Banking, a corporate bank API, or SWIFT, then exports a workbook for cut-off, cash, and subsequent-events work. Engage is the shared request list for PBC items, uploads, queries, and e-sign, including across entities. You export the pack into the audit file. Circit does not post the journal entry.
DataSnipper checks a PDF that is already in the workbook. Circit is how you get the bank's answer, or the transaction file, before that step. FloQast and Numeric run the company's close checklist on the ERP. They do not send a confirmation to the client's bank. NetSuite, QuickBooks Online, or Xero can still be the ledger. Circit did not name those products as connectors on the pages reviewed. The documented accounting link is a general-ledger feed into Engage, without a product name.
Teams keep it when confirmation season is letters, bank portals, and chase email. The request, the client authority, the provider reply, and the status sit in one place. Verify is there when a statement the client forwarded is not good enough and the firm wants the balance from the source.
Pricing
No dollar price on the site. The confirm page says fixed-fee pricing so volume is easier to budget, without a number. The auditor subscription terms say fees are in the commercial terms, invoiced in advance, with overage billed on top and an annual increase right reserved by the vendor. A five-person shop doing its own books is not the buyer. There is no public pricing URL.
Custom
Audit firms that send confirmations or need source bank data. The confirm page calls pricing fixed-fee. The auditor terms put the amount in commercial terms. No dollar figure was published.
- Confirmation requests, reminders, and response review
- Client authority and electronic signature
- Source bank balances and transactions after authorization
- PBC requests, document review, and evidence export
How it hits your books
- Replaces your ledger
- No
- Multi-entity
- Yes
- Inventory
- No
- 1099s
- No
- Payroll
- No
Circit can feed verified cash into testing and into a reconciliation the firm runs. It does not certify accounts or lock the period. The client still closes in their ledger.
You export the confirmation pack or the verified transaction workbook into the audit file. Circit does not prepare a tax return or a 1099.
Features
- Send and track confirmation requests
- Use one of more than 100 templates or your own. Upload a batch from a spreadsheet, roll prior-year requests forward, and watch sub-statuses with automated reminders. Accept or reject the response in the same workspace. Bank, accounts receivable, accounts payable, custodian, legal, and loan requests are the documented types.
- Get the client's authority in the platform
- Clients sign letters of authority in a Circit workspace, with branded sender email and a record of the signature. Engage adds eIDAS electronic signing, threaded messages, and private notes. You are not chasing a scanned signature in email.
- Pull balances and transactions from the bank
- Verify uses Open Banking, corporate bank APIs, or SWIFT statements after the client authorizes the connection. You get normalized balances and transactions for cut-off, cash-book, and subsequent-events testing, and you can export a workbook with tags and review notes. The client chooses the authorization window.
- Run the PBC list in Engage
- Clients see one inbox of requests, signatures, and authorizations. Teams upload folders (the page says up to 5GB in one action), review PDF, Excel, and Word in the browser, and mark documents accepted or rejected. Queries sit on the file. Templates roll forward.
- Export the evidence pack
- Confirm exports every request, response, message, and document as one file. Verify exports structured data into an audit platform, an analytics tool, or working papers. Circit does not say which audit platform. The engagement file you already use still holds the opinion.
- Cover more than one entity
- Engage lets the team switch between entities with separate data. Verify connects accounts across currencies, group structures, and jurisdictions, and can aggregate cash for a group audit. Asset-management confirmations support multi-entity, multi-signer workflows.
Images
Integrations
Platforms
Audience
Pick something else instead of Circit
DataSnipper
Pick DataSnipper instead if the PDF is already in the file and you only need to trace the figure in Excel.
FloQast
Pick FloQast instead if the job is the company's close checklist and account certifications, not audit confirmations.
Numeric
Pick Numeric instead if you need month-end tasks and reconciliations on the ERP, not bank confirmations.
Ready to try Circit?
Check the live pricing page before you sign up. Plans change.