Clark launches Clerks, AI agents that work audit engagements for CPA firms

Clark (formerly uiAgent) launched Clerks, AI agents that CPA firms assign to audit engagements to review documents, perform tests, prepare workpapers and request missing items from clients, with licensed CPAs reviewing the work and signing the opinion.

Why it matters

For audit and assurance practices. Clerks aim at the document chasing and workpaper prep that eat staff hours on engagements, while leaving judgment, review and sign-off with licensed CPAs.

What's new

• Each Clerk is assigned to an engagement like a staff auditor and works through audit areas: reviewing documents, performing tests and preparing workpapers.
• When a document is missing, a Clerk requests it from the client, tracks the response and resumes the work when it arrives.
• Clerks run on Clark's Material Intelligence system, which combines an agent harness, document processing and memory; items needing an auditor's attention are escalated with evidence attached.
• Clark says more than 35 CPA firms use it on audits, including CliftonLarsonAllen, Aprio, Kreischer Miller and Sensiba.
• Clark announced the launch alongside an $11 million seed round led by Touring Capital.

Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.

Worth knowing: An AI agent that emails clients and logs into vendor or bank portals acts on the firm's behalf with client data, so review its permission settings, data handling and how its actions are documented for peer review before use. Licensed CPAs remain responsible for the audit opinion.

Quick facts

Links

• Official site: https://www.prnewswire.com/news-releases/clark-launches-autonomous-ai-employees-for-audit-and-raises-11m-seed-round-bringing-total-funding-to-16m-302925250.html
• Docs: https://getclark.com

Related ranking

See how established tools compare in AI Compliance & Supervision. New releases aren't scored until we review them against the rubric.

What we couldn't verify

• quick_facts.pricing
• Clark's customer count and named firms are the company's own statements

Checked 2026-11-03 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.