Not built for a client engagement
These platforms were built for a range of industries. Audit engagements need structured PBC requests with owners, deadlines, and oversight that both sides can see and act on.
Auditi vs Nextcloud
Nextcloud stores files. An audit needs every file tied to a request
Nextcloud 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 file requests, confirmations, communication and project management into one secure workspace built specifically for audit firms and their clients.
Trusted by 500+ audit firms, including Baker Tilly, RSM and Crowe
The difference
Built for audit teams, not adapted for them
For secure file exchange, general purpose platforms are a strong choice. Judged as the workspace where you and your audit clients collaborate, the gaps start to show. The question isn't just whether your files are secure. It's whether it can handle the full workflow of a client engagement during an audit.
No workflow for audit confirmations
Audit teams need to send, track, match and document confirmation responses from banks and other third parties. A shared folder gives you somewhere to file the replies, not a way to run the process.
Ongoing IT maintenance
Building on top of a general purpose tool becomes an ongoing IT project which costs internal resources. If you self-host, your IT team becomes responsible for maintenance, admin and server security too.
The problem
You have to fill the workflow gaps
Without a dedicated workflow, your options are custom development or bolting on other tools. Typically this means PBC requests go out ad hoc. Files land in a folder, questions sit in emails or file comments, and the PBC list holding it all together lives in a spreadsheet. Multiply that across every engagement and it's a season's worth of admin.
Your clients' experience becomes your firm's reputation
No clear overview of your engagements
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, extra email and unanswered question adds days and extra cost 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, confirmations, project management and client communication run through a single workspace your team and your clients share. One place to ask, one place to answer, one place to see how far along the engagement is.
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. With Auditi managing the hosting, there's no operational burden of maintaining your own server.
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 Nextcloud
How much does Auditi cost compared to Nextcloud?
Auditi starts at $29 per firm user per month. Nextcloud is open source and can be self-hosted for free in some circumstances, but enterprise pricing starts at €71.29 per user per year with a 100-user minimum (checked on Nextcloud pricing on 25 August 2026).
The licence fee is rarely the whole cost. If you self-host then there may be IT costs for managing a server. Extending the platform's functionality also means paying a developer. Both are ongoing.
The largest cost is usually the least visible. It's the auditor time lost on engagements that run long because evidence was slow to arrive.
How secure is Auditi?
Auditi runs on ISO 27001-certified infrastructure, hosted in Germany with DATEV or 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.
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.
-
Complete transparency on outstanding items
What is open, what is waiting for review and what is already done.
-
Keep your team on the audit, not the inbox
Reminders go out on their own, so nobody spends their morning following up.