Your PBC list, turned into a workflow that collects itself.
Request each item from the client, read what arrives, chase what's outstanding, and assemble a source-backed engagement file.
Request begins
PBC list issued to the client.
Documents read
Statements and schedules extracted.
Gaps flagged
Two months of cost evidence missing.
Reviewer approves
Engagement lead sign-off.
Package delivered
Engagement-ready evidence.
Stop chasing clients for evidence.
Blackbird's AI issues the request list, reads each document the client returns, and follows up on what's outstanding. Your professionals review the evidence and make the judgements.
Evidence often comes from several people inside the client, and sometimes from third parties like banks, payroll providers or prior auditors.
Six stages, mapped to this workflow.
Describe it once. Blackbird builds it, runs it, and keeps a record of every step — against your requirements, not a fixed template.
Build
Turn the PBC or information request list into typed items with owners and due dates.
Collect
Request schedules, statements and support from the client in one place.
Understand
Classify each document and extract the figures and dates from it.
Validate
Check completeness against the request list, tie figures out, flag inconsistencies.
Approve
Engagement lead or partner sign-off, with provenance preserved.
Deliver
Engagement-ready evidence file into your working papers.
It asks for exactly the right documents.
You define what's required — by entity type, risk tier or jurisdiction. Blackbird then requests it from the right party, reads each document, and connects the details to the record. A typical set looks like this:
Requested from
Client finance team
What the AI reads from it
Then it checks
Requested from
Client controller
What the AI reads from it
Then it checks
Requested from
Client finance team
What the AI reads from it
Then it checks
Requested from
Client payroll owner
What the AI reads from it
Then it checks
Requested from
Client legal or finance
What the AI reads from it
Then it checks
Requested from
Company secretary
What the AI reads from it
Then it checks
Requested from
Client preparer
What the AI reads from it
Then it checks
Requested from
Your own files
What the AI reads from it
Then it checks
Every party, one workflow.
Complex workflows are rarely two-sided. Blackbird tracks each party’s obligations separately and chases only the one holding things up.
Engagement manager
Owns the request list
Engagement partner
Reviews and signs off
Client controller
Coordinates the response
Client contributors
Payroll, legal and project owners
Third parties
Banks, payroll providers, prior auditors
Your working papers
Receive the assembled file
An engagement-ready file
Verified, typed, and traceable to source.
Delivered where the work already happens.
Structured records over REST API, MCP and webhooks, so verified data lands in the system you already use — with the evidence behind every field.
SOC 2 Type II
ISO 27001
GDPR
Verified vs inferred — every field records how it was established.
Full audit trail — every request, check and approval is timestamped and attributed.
People stay accountable — AI collects and validates; your team decides.
One platform, every workflow.
What is PBC request automation?
Blackbird turns the Prepared-By-Client request list into a live workflow: it asks the client for each item, reads and checks what arrives, and chases what is missing. Your engagement lead signs off.