"What is still outstanding?"
Answered by opening the folder, opening the tracker, and comparing the two line by line.
Auditi vs Microsoft SharePoint
SharePoint stores files. An audit needs every file tied to a request
Your PBC list isn't in SharePoint. It's in the spreadsheet and the email chain beside it. Auditi brings requests, files, confirmations, messages and project status into a secure, branded workspace built for audit firms and loved by your clients.
Trusted by 500+ audit firms, including Baker Tilly, RSM and Crowe
Why firms use SharePoint
Most firms didn't choose SharePoint
They use it because it is already there, already familiar, and already approved. So it becomes the place client documents land as well.
In the Microsoft ecosystem
SharePoint comes with Microsoft 365. For a firm already licensing it, using it to exchange files with clients feels like a cost-free decision.
A familiar place for internal files
Teams know how to use SharePoint as a shared location for documents that need to remain available internally.
A reputation for security
Existing Microsoft administration and security reviews can make SharePoint a familiar option for technology and procurement teams.
The solution
The client-facing side of the audit in one platform
PBC requests, external confirmations, engagement tasks 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. Keep SharePoint for internal documents. 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.
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.
Automations
Easily integrate into the Microsoft ecosystem
Experience the best of both worlds. Connect Auditi with the tools and systems your team already uses. While Auditi runs the client side of the audit, the finished work lands in your Microsoft stack. Use them together to save time and fit Auditi into your enterprise workflows.
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Export finished audit files to SharePoint
Use the Enterprise API to send completed files and their audit trail to the right SharePoint location for internal storage.
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Set up automated alerts in Microsoft Teams
Use webhooks to let the right channel know when an important request, upload or engagement status changes.
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 Security & AI
Comparison
Auditi vs. SharePoint for client-facing audit work
Customers report time savings of up to 75% when switching to Auditi for their client-facing workflow.
Requirement
Microsoft SharePoint
Auditi
1 — Requests and tracking
Knowing which file answers which request
A folder holds files, not requests. The audit team has to match each upload back to the request list.
Microsoft SharePoint
Not trackedAuditi
Per requestSeeing what is still outstanding
Status has to be reconciled between the request list and the folder before the team can say what is still missing.
Microsoft SharePoint
Counted by handAuditi
Live dashboardKnowing when a client uploads
Teams check folder activity or configured notifications to work out whether something new has arrived.
Microsoft SharePoint
Configuration DependentAuditi
Automatic updatesGenerating your request list
Auditors compile a long custom request list for every client engagement.
Microsoft SharePoint
By handAuditi
Rollover templates
SharePoint capabilities vary by licensing, configuration, integrations and custom development. This comparison considers a common workflow in which SharePoint is used to exchange audit documents with clients.
Customer feedback
What audit firms notice when requests have a workflow
“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 SharePoint
Does Auditi replace SharePoint?
It does not have to. Auditi is designed for the client-facing audit workflow: structured requests, evidence collection, communication, project management and shared engagement status. Your firm can export all the audit files and audit trail into SharePoint for internal document storage and archiving if it wants to.
How is Auditi different from a SharePoint folder structure?
A folder organizes files. Auditi organizes the request-and-response process around those files, including owners, deadlines, comments, versions, reminders and review status.
Could our IT team build this workflow with Microsoft tools?
Microsoft tools can be configured and extended for many processes. The practical comparison is between designing, testing and maintaining a custom audit workflow and adopting a product already built around recurring audit requests and client participation.
What do clients see in Auditi?
Clients receive a focused workspace for the requests, tasks, messages and status that apply to them. They do not need access to your internal audit planning or workpaper system.
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.
Did SharePoint retire its alerts system?
Microsoft gradually turned off the creation of new SharePoint Alerts for all tenants from January 2026. From July 2026, SharePoint Alerts no longer work and existing alerts can no longer be extended. Microsoft points teams toward Power Automate or SharePoint Rules as replacements, adding another workflow to configure and maintain. Auditi’s request tracking and notifications are built in from the start, so there is nothing to migrate or replace down the line.
Your clients will thank you
Jan, Svenja and Daniel from Auditi will get back to you right away.
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Give clients a great first impression of your firm
The first document request sets the tone for the whole engagement, make it feel organized from day one.
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Give clients one clear list
They can see what is requested, who owns it, when it is due and where to respond.
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Make progress easier to explain
Both sides can see what is open, waiting for review or complete before the next status call.