Have you received a confirmation request?
Escape the chaos when requesting
information from clients
Escape the chaos when
requesting information
from clients
Escape the chaos when requesting
information from clients
With Auditi, a platform that simplifies your workflow and brings communication, collaboration and secure file exchange together.
With Auditi, a platform that simplifies your workflow and brings communication, collaboration and secure file exchange together.
Trusted by over 500 audit, financial and professional firms.
Trusted by over 500 audit, financial and professional firms.
Why auditi?
So, what’s the problem?
So, what’s the problem?
Auditors, accountants, and other professionals, must request lots of information from their clients before they can begin their engagement. But typically, the process is very messy!
A mix of tools and spreadsheets are used.
A mix of tools and spreadsheets are used.
Hundreds of back and forth emails are sent.
Hundreds of back and forth emails are sent.
Communication becomes painfully slow as employees take leave.
Communication becomes painfully slow as employees take leave.
Many hours are spent chasing clients for files instead of on productive tasks.
Many hours are spent chasing clients for files instead of on productive tasks.
Vital information is missing, which only becomes apparent later on.
Vital information is missing, which only becomes apparent later on.
Sensitive files get shared by unsecure means.
Sensitive files get shared by unsecure means.
And no-one really knows what’s going on, not least the client that has a terrible experience before the real work even begins...
Auditi replaces this confusing and chaotic process with a simplified workflow that saves you time and money.
Auditi replaces this confusing and chaotic process with a simplified workflow that saves you time and money.
How we compare
Spot the difference with Auditi
Spot the difference with Auditi
See how much time and stress you could save with a simplified information request workflow.
See how much time and stress you could save with a simplified information request workflow.
The old way
The old way
The Auditi way
The Auditi way
Your firm uses a mix of multiple tools, file-sharing sites, USB sticks, emails, spreadsheets, etc.
Your firm uses a mix of multiple tools, file-sharing sites, USB sticks, emails, spreadsheets, etc.
Your firm centralizes communication, collaboration, and file exchange on one platform – Auditi.
Your firm centralizes communication, collaboration, and file exchange on one platform – Auditi.
Your firm compiles a looong custom request list for every client engagement.
Your firm compiles a looong custom request list for every client engagement.
Your firm uses a template to save time and ensure no information is missing.
Your firm uses a template to save time and ensure no information is missing.
Your firm sends hundreds of back and forth emails to request specific files from clients.
Your firm sends hundreds of back and forth emails to request specific files from clients.
Your firm sends zero emails to request files
Your firm sends zero emails to request files
Your firm and your client have no clear overview of which files have already been sent and what’s outstanding.
Your firm and your client have no clear overview of which files have already been sent and what’s outstanding.
Your firm and your client can see the real-time status of all file requests from the Auditi dashboard.
Your firm and your client can see the real-time status of all file requests from the Auditi dashboard.
Your firm has no idea of which employee they should request each file from.
Your firm has no idea of which employee they should request each file from.
Your client identifies the right employee to deal with each file request, assigning them user access and the task.
Your client identifies the right employee to deal with each file request, assigning them user access and the task.
Your client sends sensitive information through unencrypted emails, while your firm downloads the files on multiple computers.
Your client sends sensitive information through unencrypted emails, while your firm downloads the files on multiple computers.
Your firm receives files securely through Auditi, and can preview them without the need to download them.
Your firm receives files securely through Auditi, and can preview them without the need to download them.
Your firm wastes hours searching for files scattered across multiple employees, some of which may be on vacation.
Your firm wastes hours searching for files scattered across multiple employees, some of which may be on vacation.
Your firm can find any file they need on Auditi, where they’re neatly organized and categorized.
Your firm can find any file they need on Auditi, where they’re neatly organized and categorized.
Your client has a bad experience before your engagement has even properly begun.
Your client has a bad experience before your engagement has even properly begun.
Your client feels impressed by how smooth and efficient your workflow is.
Your client feels impressed by how smooth and efficient your workflow is.
Two of our customers measured the time savings themselves and were able to reduce the time spent by an average of 75%.
Two of our customers measured the time savings themselves and were able to reduce the time spent by an average of 75%.
Benefits
Become a more efficient and profitable firm
Become a more efficient and profitable firm
Impress your clients with a professional solution
Impress your clients with a professional solution
Impress your clients with a professional solution
Make a bigger impression with clients. Enhance your professional image and differentiate your firm by using Auditi to provide a seamless client experience.
Make a bigger impression with clients. Enhance your professional image and differentiate your firm by using Auditi to provide a seamless client experience.
Attract the best employees and retain them for longer
Attract the best employees and retain them for longer
Attract the best employees and retain them for longer
Auditi simplifies your employees’ workflow making their work feel more comfortable and less frustrating. By providing a tool used by the top networks, you keep employees feeling satisfied, leading to better retention.
Auditi simplifies your employees’ workflow making their work feel more comfortable and less frustrating. By providing a tool used by the top networks, you keep employees feeling satisfied, leading to better retention.
Shorten your engagements and take on more clients
Shorten your engagements and take on more clients
Shorten your engagements and take on more clients
Our customers have reduced their time spent requesting files by up to 75%. This efficiency boost allows for shortened engagements, the ability to take on more clients, and ultimately increases your productivity and profitability.
Our customers have reduced their time spent requesting files by up to 75%. This efficiency boost allows for shortened engagements, the ability to take on more clients, and ultimately increases your productivity and profitability.
Maximum security to protect confidential files
Maximum security to protect confidential files
Your clients can feel assured that their confidential files are fully secure. All data exchanges are end-to-end encrypted and hosted on ISO 27001 certified servers. And within Auditi, you can use individual access controls to restrict who has access to each file request.
Encryption in transit and at rest
DATEV Hosting (ISO 27001)
GDPR / ePVO Compliant
Access Controls
See what auditors, accountants, and
other professionals
say about us
See what auditors, accountants, and
other professionals say about us
See what auditors, accountants, and
other professionals
say about us
Michael Thelen
Partner at KBHT
“Both quality and efficiency have increased significantly through the use of Auditi. Our employees and clients appreciate how much easier it is to cooperate.”
Jana Wegner
Managing Director at Möhrle Happ Luther
“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. And compared to the way we used to request files, the process is quicker and better coordinated.”
Daniel Behrens
Managing Director at Dr. Beermann WP Partner
“[...] the use of this platform has now become an integral part of our audit. Auditi enables us and our clients to efficiently handle our audits”
Matthias Kleinlosen
Auditor at KHS AG
“Auditi enables us to process balance confirmation requests efficiently and, in particular, in a timely manner. Auditi also helps us to present KHS AG WPG to the outside world as a modern and dynamic auditing firm. Our clients are thrilled.”
Michael Thelen
Partner at KBHT
“Both quality and efficiency have increased significantly through the use of Auditi. Our employees and clients appreciate how much easier it is to cooperate.”
Jana Wegner
Managing Director at Möhrle Happ Luther
“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. And compared to the way we used to request files, the process is quicker and better coordinated.”
Daniel Behrens
Managing Director at Dr. Beermann WP Partner
“[...] the use of this platform has now become an integral part of our audit. Auditi enables us and our clients to efficiently handle our audits”
Matthias Kleinlosen
Auditor at KHS AG
“Auditi enables us to process balance confirmation requests efficiently and, in particular, in a timely manner. Auditi also helps us to present KHS AG WPG to the outside world as a modern and dynamic auditing firm. Our clients are thrilled.”
Used by over 500 firms
Encryption in transit and at rest
Secure ISO27001 Hosting
Are you ready to get started with Auditi?
Schedule a demo and get set up today – with no consulting or employee training necessary.
Are you ready to get started with Auditi?
Schedule a demo and get set up today – with no consulting or employee training necessary.
Are you ready to get started with Auditi?
Schedule a demo and get set up today – with no consulting or employee training necessary.
The platform for auditors and their clients.
Auditi – Made for auditors.
The platform for auditors and their clients.
Auditi – Made for auditors.