Put the client experience first
Clients never see your working papers. They judge your firm by how easily they can share documents, communicate and collaborate with your firm.
Auditi vs Caseware
Use Caseware for your working papers. Use Auditi with your clients
Most firms don't want to replace Caseware. They want a better workflow and client experience alongside it. Auditi is the client-facing workspace for requests, collaboration and communication, built to run alongside how you already work.
Trusted by 500+ audit firms, including Baker Tilly, RSM and Crowe
The handoff
Where Auditi ends, Caseware begins
Auditi doesn't change how your team runs an audit with Caseware. It changes what your clients experience while you do it. Auditi is where they answer requests. Caseware is where your team turns that into the audit.
Auditi
The client experience
- PBC requests
- Project management
- Confirmations
Caseware
The technical work
- Working papers
- Audit methodology
- Analytics and sampling
Every workflow is different, so we made it easy to connect Auditi to everything
Auditi is built to work alongside your existing tools, not replace them. Connect Auditi to the tools you already use through our Enterprise API, Webhooks or MCP.
- Kick off your audit from your ERP or CRM
- Archive completed files to your DMS
- Get alerts in Slack or Teams
The difference
You don't have to replace your audit suite to fix the client side
Using the PBC module in an all-in-one audit suite may seem like the simplest choice. But with Auditi, PBC is the core focus, not one module among many. That brings clear advantages for your firm and its clients.
Make PBC the priority
In an all-in-one suite, PBC competes with every other module on the roadmap. A focused vendor keeps the client experience at the centre of development.
Keep your renewal leverage
When one vendor controls the whole workflow, replacing them becomes difficult. Using multiple vendors preserves your options and gives you more leverage at renewal.
Insulate clients from changes
Audit suites change as firms grow, merge or update their methodology. A separate client layer keeps the experience familiar throughout those changes.
Roll out with less risk
Replacing an entire audit suite can create cost, risk and disruption. Adding one focused tool is a smaller decision that can deliver value much faster.
Keep the tools you trust
Your firm already relies on multiple systems. Auditi connects with those tools without forcing you to rebuild established workflows.
You want your PBC software to be best in class because your clients' experience becomes your firm's reputation
Auditi
A reputation built on the client-facing side of the audit
Auditi was founded in 2012 by two auditors and two IT experts. We're trusted by reputable audit firms across the world including Grant Thornton, Moore, Baker Tilly, RSM, Crowe and more.
- 2012 founded by two auditors and two IT experts
- 500+ audit firms and professional firms
- 150,000+ users in over 20 countries
- 18 team members improving your client experience
The solution
Auditi runs your client-facing audit workflow
PBC requests, external confirmations, project management and client communication run through a single workspace your team and your clients share. Keep Caseware for working papers, methodology and analytics. Use Auditi to request, receive, review and follow up on client evidence.
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 moreConfirmations
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, without adding a separate system for internal control.
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, and it works the same way on every engagement.
Features
Features that make collaborating with clients feel effortless
With the client-facing side of the audit our main focus, Auditi makes PBC requests, communication and collaboration easier for your team and your clients.
Project status tracking
See progress at a glance. Clear indicators show what's pending, under review, or complete.
File uploads and online preview
Let clients securely upload files with instant preview. No more digging through emails or cloud folders.
Project & document comments
Every discussion stays with its document. Questions and updates are easy to track and reference.
Automatic audit trail for every project
Complete documentation of all activities. Get structured exports with detailed logs.
@mentions for people and files
People and files in the project can be referenced and tagged. No need to explain which file you’re speaking of.
Client user access and delegation
Let clients assign tasks to their team members. The right people get access to exactly what they need.
Changes and updates overview
Every request’s activity is neatly organized. Tasks and comments that are new for you are easy to see.
Due dates and reminders
Set deadlines and automate follow-ups. Keep projects moving without manual intervention.
Templates and Roll-forward
Roll forward previous requests and maintain consistency across teams.
AI
Bring your own AI assistant
Your team can save time and surface insights by connecting AI to your audit work using our MCP connection. Bring the assistant your firm already uses into your audit context, including request status, files, comments, and evidence. Your firm decides what it can read, what it can do and who reviews the result.
- Find overdue PBC requests across active audits
- Draft a client comment for auditor review
- Compare this year's request list with prior-year history
AI integration
What is an MCP connection?
MCP is the governed connector between Auditi and your firm's approved AI assistant. The assistant does not run inside Auditi.
Multi-language
The same interface whichever language you work in
Everyone can set their own language, so your team and clients alike see their workspace in the language they are comfortable in. That means clearer communication and a smoother experience for everyone during audits.
- English
- German
- Norwegian
- Dutch
- Italian
- French
- Spanish
- Danish
- Polish
- Portuguese
- More languages coming
Data and hosting
Secure hosting you can trust with your sensitive client data
Auditi is proudly based in Düsseldorf, Germany. Client data is held on ISO 27001-certified infrastructure in DATEV's high-security data centre in Nuremberg, or in the United States on Microsoft Azure. It is encrypted in transit and at rest and your firm retains full ownership and control of all of it.
Customer feedback
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.”
Questions
Common questions about Auditi and Caseware
Does Auditi replace Caseware?
No. Caseware stays in place as your core audit engine for modules like working papers, methodology and analytics. Auditi runs the client-facing side of the engagement, PBC requests, confirmations and project management, in a workspace built specifically for that job.
Why add a second vendor instead of using Caseware's own PBC module?
The question isn't how many vendors you use, it's whether the part of the audit your clients actually see and judge you on is best-in-class. Auditi is built for that job, so communication, collaboration and file sharing are genuinely easier and faster, saving time and making the process more pleasant for auditors and clients alike. It also keeps your firm's pricing leverage intact, instead of handing one vendor control over your entire stack.
What do clients see in Auditi?
Clients see a focused workspace with the requests, tasks, messages and status that apply to them. They do not get access to your internal audit file, working papers or Caseware environment.
How secure is Auditi?
Auditi runs on ISO 27001-certified infrastructure, hosted in Germany with DATEV and in the United States on Microsoft Azure, with real-time threat monitoring and enterprise-grade firewalls. Redundant systems and automated backups support 99.99% uptime. Access is protected by SSO, two-factor authentication and detailed audit logs. Your firm retains full ownership of all client data, encrypted in transit and at rest. Auditi is trusted by 500+ audit firms, including Baker Tilly, RSM and Crowe.
Where is our data hosted?
Auditi hosts client data on ISO 27001-certified infrastructure in Germany with DATEV, or in the United States on Microsoft Azure.
Your clients will thank you
Jan, Svenja and Daniel from Auditi will get back to you right away.
-
Make your firm appear professional from your first request
The first ask sets the tone for the whole engagement.
-
Give clients clarity on exactly where they stand
What is open, what is waiting for review and what is already done.
-
Keep Caseware doing what it does best
Auditi takes on the client-facing side. Caseware keeps handling the rest.