File exchange without PBC context
Data rooms organise work around folders. Audit teams need each document to arrive as the answer to a request, not as a standalone file.
Auditi vs Dracoon
Dracoon is where evidence lands. Not how it gets there
Dracoon is a capable platform for securely storing files, but it wasn't purpose-built to run the client-facing side of an audit. Auditi brings PBC requests, confirmations and project management into one workspace built specifically for audit firms and their clients.
Trusted by 500+ audit firms, including Baker Tilly, RSM and Crowe
The difference
A client engagement needs more than file sharing
Secure file exchange platforms are built for one job, and they do it well. Judged as the place your client engagement runs, the gaps start to show. The question isn't whether your files are secure. It's whether the platform can handle the full workflow of a client engagement.
Not built for a client engagement
A client engagement requires shared tasks, responsibilities, messages and progress that the firm and client can see and act on.
No workflow for audit confirmations
Audit teams need to send, track, match and document responses from banks and other third parties, not just exchange the resulting files.
The problem
Your workflow runs from a spreadsheet and an inbox
An audit needs a specialised workflow with every file tied to a request. Without one, every gap becomes tasks your team has to fill. PBC requests go out ad hoc. Files land in a folder, questions sit in emails or file comments, and the PBC list that ties them together lives in a spreadsheet. Repeat that across every client engagement, and it's a season's worth of admin.
Your clients' experience becomes your firm's reputation
No clear overview of the engagement
Status lives in a spreadsheet, files live in a folder, and answering "where are we?" means reconciling both.
A frustrating client experience
Clients upload into a folder with no sense of what's been accepted, what's outstanding, or what's next.
The audit takes far longer
Every reconciliation, repeated request, reminder and unanswered question adds days to the engagement.
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.
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.
Automations & AI
Connect Auditi to the tools your team already uses
Auditi connects into the tools your team already uses and the enterprise workflows that your firm relies on.
Integrations
Automate work across your systems
Integrate Auditi into your existing systems using our Enterprise API and Webhooks.
- Kick off your audit from your ERP or CRM
- Archive completed files to your DMS
- Get alerts in Slack or Teams
AI integration
Bring your own AI assistant
Connect AI to your audit context so your team can save time, surface insights, and focus on what matters.
- Find overdue PBC requests across active audits
- Draft a client comment for auditor review
- Compare this year's request list with prior-year history
MCP integration
Use the model your firm has approved
Connect your firm's approved AI assistant to the Auditi context it needs. Your firm decides what it can access, which actions are allowed and who reviews the result. Learn more about AI & Integrations
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 Dracoon
Where is Auditi based?
Auditi is a founder-led company, established in 2012, and based in Düsseldorf, Germany. Dracoon is based in Germany but was acquired in November 2023 by Kiteworks, a San Mateo, California based company.
What do clients see in Auditi?
Clients see a focused workspace with the requests, tasks, messages and status that apply to them.
How secure is Auditi?
Auditi is built on ISO 27001-certified infrastructure with real-time threat monitoring, enterprise-grade firewalls and regular security testing. Access is controlled through configurable two-factor authentication, IP whitelisting and detailed audit logs, and your firm retains full ownership of all client data, encrypted in transit and at rest.
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.
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Make your firm appear professional from your first request
The first ask sets the tone for the whole engagement.
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Rollout in days, not months
Get a trial workspace the same day, and your firm onboarded in days.
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Keep your team on the audit, not the inbox
Reminders go out on their own, so nobody spends their morning following up.