Request, track and communicate about client documents – in one place

Request, track and communicate about client documents – in one place

Stop chasing files across emails and cloud folders.
Keep your PBC process organized and your clients happy.

Stop chasing files across emails and cloud folders. Keep your PBC process organized and your clients happy.

Get a personalized demo

Get a personalized demo

Get a personalized demo

See pricing and apply for a free pilot

here

500+ audit firms use Auditi to cut document collection time by up to 75%

500+ audit firms use Auditi to cut document collection time by up to 75%

500+ audit firms use Auditi to cut document collection time by up to 75%

Customers report time savings of up to 75% — that’s doing in a week what used to take you a month.

Customers report time savings of up to 75% — that’s doing in a week what used to take you a month.

Customers report time savings of up to 75% — that’s doing in a week what used to take you a month.

See success stories

See success stories

See success stories

"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’ve reduced engagement times significantly."

David Kharoubi

Partner at Crowe HAF

The problem

The problem

Your client experience falls apart
before the real work even starts — simply because of manual processes

Your client experience falls apart
before the real work even starts — simply because of manual processes

Your client experience falls apart
before the real work even starts — simply because of manual processes

Communication is unclear

It can quickly become unclear where documents or projects stand. A missed email can mean unnecessary follow-ups — or worse, incomplete information.

It can quickly become unclear where documents or projects stand. A missed email can mean unnecessary follow-ups — or worse, incomplete information.

It can quickly become unclear where documents or projects stand. A missed email can mean unnecessary follow-ups — or worse, incomplete information.

Email alone can’t enforce any clear structure, process or status.

Email alone can’t enforce any clear structure, process or status.

Email alone can’t enforce any clear structure, process or status.

Gathering information is challenging
Gathering information is challenging

Clients share dozens of files in a single folder without clear labels. Files get lost or missed in long email chains.

Clients share dozens of files in a single folder without clear labels. Files get lost or missed in long email chains.

Clients share dozens of files in a single folder without clear labels. Files get lost or missed in long email chains.

Teams end up asking clients for information they already sent, causing unnecessary frustration.

Teams end up asking clients for information they already sent, causing unnecessary frustration.

Teams end up asking clients for information they already sent, causing unnecessary frustration.

Tracking projects takes effort
Tracking projects takes effort

Providing clients with status updates often means manually checking spreadsheets, following up internally, and reconciling incomplete information.

Providing clients with status updates often means manually checking spreadsheets, following up internally, and reconciling incomplete information.

Providing clients with status updates often means manually checking spreadsheets, following up internally, and reconciling incomplete information.

This takes valuable time away from the actual work you want to focus on.

This takes valuable time away from the actual work you want to focus on.

This takes valuable time away from the actual work you want to focus on.

You need a system that supports your process;
so you can focus on the real work for your clients.

Talk to an expert who understands your challenge

Talk to an expert

Talk to an expert who understands your challenge

Jan, Nash, Svenja or Daniel will reach out to schedule a time.

Jan, Nash, Svenja or Daniel will reach out to schedule a time.

The SOLUTION

The SOLUTION

Replace the confusing mess with a clean workflow that your clients and employees will love

Without Auditi

With Auditi

You and your clients must juggle multiple tools, cloud folders, USB sticks, emails, spreadsheets, etc.

All communication and file sharing happens in one simple, secure place.

Your team has to create a looong custom request list for every client, inevitably making mistakes.

Create and reuse custom templates to ensure no information is missed.

You’re drowning in back-and-forth emails asking for files, including the ones they already sent you.

Request and receive files directly through the platform, without sending a single email request.

No one is 100% sure which files have been sent and what's still missing. That includes you and the clients.

See exactly what's been delivered and what'soutstanding on a clear dashboard clients enjoy using.

You waste time figuring out who to ask for each file, then drown in email forwarding chains.

You let clients delegate each request to the right employee or team.

You receive sensitive client data over unsecured emails, bouncing between multiple inboxes.

You give clients a secure place to share and discuss files without downloading anything.

Your client's first impression of your firm is a confusing mess of emails and file requests.

Every engagement starts with a smooth, professional experience that clients are impressed with.

PLATFORM OVERVIEw

PLATFORM OVERVIEw

Request, track, and receive everything

Request, track, and receive everything

Request, track, and receive everything

Files and comments you’ll never lose

Files and comments you’ll never lose

Receive, preview, and discuss files in one organized place.

Requests you can assign and delegate

Requests you can assign and delegate

Assign requests to specific people, which they can delegate.

Requests you can assign and delegate

Assign requests to specific people, which they can delegate.

Project status you can scan in seconds

Project status you can scan in seconds

Understand any client project in a few clicks.

Project status you can scan in seconds

Understand any client project in a few clicks.

Audit trails you can rely on

Audit trails you can rely on

Audit trails you can rely on to track every update.

Audit trails you can rely on

Audit trails you can rely on to track every update.

Templates that match your standards

Templates that match your standards

Stop copy-pasting and ensure consistency across teams.

Templates that match your standards

Stop copy-pasting and ensure consistency across teams.

Speed up your client document process

Talk to an expert

Talk to an expert

Speed up your client document process

Talk to an expert

Success Stories

Success Stories

What our customers say
after on-boarding their clients

What our customers say after on-boarding their clients

"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’ve reduced engagement times significantly."

David Kharoubi

Partner

"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. Auditi is an indispensable element of our audit and underlines our profile as an innovative auditing firm."

Christoph Loch

Partner

“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.”

Jana Wegner

Managing Director

"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. Our audit workflows have never been smoother, and the client feedback has been overwhelmingly positive."

Alexander Sobanski

Partner

"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’ve reduced engagement times significantly."

David Kharoubi

Partner

"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. Auditi is an indispensable element of our audit and underlines our profile as an innovative auditing firm."

Christoph Loch

Partner

“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.”

Jana Wegner

Managing Director

"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. Our audit workflows have never been smoother, and the client feedback has been overwhelmingly positive."

Alexander Sobanski

Partner

"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’ve reduced engagement times significantly."

David Kharoubi

Partner

"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. Auditi is an indispensable element of our audit and underlines our profile as an innovative auditing firm."

Christoph Loch

Partner

“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.”

Jana Wegner

Managing Director

"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. Our audit workflows have never been smoother, and the client feedback has been overwhelmingly positive."

Alexander Sobanski

Partner

Case studies

Case studies

Case studies

You are in good company.

You are in good company.

You are in good company.

Over 500 audit firms from 15 countries use Auditi to request documents from over 40.000 client firms.

Over 500 audit firms from 15 countries use Auditi to request documents from over 40.000 client firms.

Over 500 audit firms from 15 countries use Auditi to request documents from over 40.000 client firms.

See all success stories

See all success stories

See all success stories

Give your clients a better experience
while making your team more productive

Impress clients

Show clients you're investing in their experience with modern, professional tools.

Equip your team

Give your team the same quality tools the Big 4 firms employees are enjoying.

Faster doc collection

Cut document collection time by 75% and takeon more clients without hiring.

Secure and compliant

Keep confidential files secure and in one simple, secure place.

Give your clients a
better experience while making your team more productive

Impress clients

Show clients you're investing in their experience with modern, professional tools.

Equip your team

Give your team the same quality tools the Big 4 firms employees are enjoying.

Faster doc collection

Cut document collection time by 75% and takeon more clients without hiring.

Secure and compliant

Keep confidential files secure and in one simple, secure place.

Give your clients a better experience
while making your team more productive

Impress clients

Show clients you're investing in their experience with modern, professional tools.

Equip your team

Give your team the same quality tools the Big 4 firms employees are enjoying.

Faster doc collection

Cut document collection time by 75% and takeon more clients without hiring.

Secure and compliant

Keep confidential files secure and in one simple, secure place.

The platform for auditors and their clients.

Product

Features + Benefits

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Pricing

Get a demo

Company

Customers

Team / Company

Auditi – Made for auditors.

Data privacy

Imprint

The platform for auditors and their clients.

Product

Features + Benefits

Security

Pricing

Get a demo

Company

Customers

Team / Company

Auditi – Made for auditors.

Data privacy

Imprint

The platform for auditors and their clients.

Product

Features + Benefits

Security

Pricing

Get a demo

Company

Customers

Team / Company

Auditi – Made for auditors.

Data privacy

Imprint