PBC — Provided by Client
Request, track and receive every prepared-by-client document in one organized, branded workflow. Clients upload against clear requests, so teams always know what is in, what is missing and what still needs review.
Learn moreThe client engagement platform for audit firms
PBC - Provided by Client
Request, track and receive every prepared-by-client document in one organized list.
Learn moreConfirmations
Send, track, match and document confirmations with banks and third parties.
Learn moreProject Management
Coordinate the work that needs client input. Keep owners, deadlines and status clear for both sides.
Learn more
500+ audit firms use Auditi to improve client collaboration
Customers report time savings of up to 75%. Auditi gives clients a clearer, branded place for requests, confirmations and status, so audit teams spend less time chasing context.
"Auditi has streamlined our audit processes. Our clients appreciate the professional presentation, and with the platform’s real-time file tracking and secure organization, we have reduced engagement times significantly."
David Kharoubi · Partner at Crowe HAFThe problem
Your client experience falls apart before the real work even starts
Communication is unclear
Questions, files and decisions get separated across email threads. A missed update can mean unnecessary follow-ups or leave the audit team working from incomplete context.
Getting the right documents is hard
Clients share dozens of files in a single folder without clear request context. Files get lost or missed in long email chains. Teams end up asking clients for information they already sent, causing unnecessary frustration.
Tracking client-facing progress takes effort
Status updates often mean manually checking spreadsheets, following up internally and reconciling incomplete information. This takes valuable time away from the actual work.
When requests, confirmations, questions and status updates live in different places, audit teams chase context and clients guess what happens next.
The solution
One workspace for every client-facing audit workflow
Auditi brings requests, files, confirmations, messages and project status into a secure, branded workspace built for audit firms. Teams see what has been requested, what has been received, what still needs review and where the client needs to act.
Confirmations
Manage audit confirmations from request to response. Send, track, match and document confirmations with banks and third parties through a workflow built for audit evidence.
Learn moreProject Management
Coordinate audit projects with your clients, not just inside your team. Give both sides shared visibility into tasks, messages, blockers and engagement status.
Learn moreBranded Client Workspace
Give clients one clear place to see requests, upload files, respond to tasks and follow status under your firm’s brand. The workspace is the client-facing surface across PBC, confirmations and project work.
The outcome
How audit firms improve the client experience with Auditi
“Auditi has streamlined our audit processes. Our clients appreciate the professional presentation, and with the platform’s real-time file tracking and secure organization, we have reduced engagement times significantly.”
“The introduction of Auditi has significantly increased our efficiency. The platform saves a considerable amount of time and both our employees and customers praise the intuitive operation and efficient processing.”
“After joining Auditi, we saw a significant gain in efficiency with big time savings for us and our clients. The software is simple and easy to understand. Compared to the way we used to request files, the process is quicker and better coordinated.”
“Auditi has allowed us to present a fully branded, seamless experience to our clients. This, combined with its intuitive interface and secure file-sharing, has made our engagements more efficient and our clients feel more connected to our brand.”
Your clients will thank you
Jan, Svenja and Daniel from Auditi will get back to you right away.
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Present a branded client experience
Clients work in your firm's portal, not across scattered email threads, generic folders or internal tools.
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Bring client-facing audit work together
Document requests, confirmations, client tasks, messages and status stay in one structured workspace.
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Keep more client work moving with less follow-up
Reusable templates, reminders and status tracking reduce the manual chasing that slows teams down across engagements.
Learn more about the platform
PBC - Provided by Client
Request, track and receive every prepared-by-client document in one organized list.
Learn moreConfirmations
Send, track, match and document confirmations with banks and third parties.
Learn moreProject Management
Coordinate the work that needs client input. Keep owners, deadlines and status clear for both sides.
Learn more