Auditi Auditi

Confirmations

Manage audit confirmations from request to response

  • Debtors and customers
  • Creditors and suppliers
  • Banks
  • Tax advisors
  • Lawyers
  • Leasing counterparties
  • Custom confirmations

Trusted by 500+ audit firms, including Baker Tilly, RSM and Crowe

  • Crowe logo
  • HLB logo
  • MOORE logo
  • Nexia International logo
  • PKF logo
  • Praxity logo
  • BANSBACH logo
  • Grant Thornton logo
  • dhpg logo
  • Baker Tilly logo
  • Moehrle Happ Luther logo
  • RSM logo

The problem

The hard part is not sending the confirmation, but everything around it

Sending the request is usually the clean part. The work gets messy when status lives in one place and replies arrive somewhere else. When the response comes back, the team still has to prove where it belongs and what to do with it.

To the client, the engagement stops feeling professional.

  • Nobody quite trusts the status

    Someone has to ask around before the team knows which requests are still open.

  • Replies arrive without the work around them

    A confirmation is not ready for the file if the team cannot see the request it answers.

  • Clients get pulled into the gaps

    Clarifications often start after the deadline pressure has already arrived.

The solution

One workflow for every third-party confirmation

Use Auditi for the recurring balance confirmations audit teams know well and for the less standard requests that tend to sit beside them.

  • Debtors and customers

    Confirm customer balances without running the process from a spreadsheet.

    • Open balances
    • Selected items

  • Creditors and suppliers

    Ask suppliers to confirm what the client owes and keep any follow-up with the item.

    • Supplier balances
    • Difference follow-up

  • Banks

    Collect bank confirmations through a controlled request path.

    • Account balances
    • Credit lines

  • Tax advisors

    Request tax confirmations when the audit needs an outside view.

    • Tax positions
    • Open advisory matters

  • Lawyers

    Keep legal confirmations tied to the audit item they support.

    • Claims and disputes
    • Response limitations

  • Leasing counterparties

    Confirm lease evidence with the counterparties who hold the contract details.

    • Lease contracts
    • Vehicle leases

  • Custom confirmations

    Use a custom request when the evidence does not fit a standard confirmation type.

    • Group audit evidence
    • Third-party inventory

Workflow

Keep each confirmation moving without rebuilding the trail

Auditi gives each request a home. The team can see who it was sent to, what came back and what still needs a decision.

  1. Prepare the population

    Start with the client data and balances the team will use for the request.

  2. Select what to confirm

    Choose the items manually or use sampling where it fits the procedure.

  3. Generate and release requests

    Build the request on the right template and keep auditor release before it goes out.

  4. Receive and match responses

    Bring the response back to the confirmation it belongs to.

  5. Evaluate and document

    Record the conclusion and export the evidence for the file.

Automation and control

Automate follow-up while keeping judgment with the auditor

Auditi can take over the repetitive admin around confirmations. The audit team still decides what is released, how exceptions are handled and what goes into the file.

  • Create requests from imported recipient data.
  • Send by the channel that fits the engagement.
  • See what is open and what needs attention.
  • Use reference codes to match replies without guesswork.
  • Export the request, response and audit history.

Client and responder experience

Make the process easier for everyone who gets pulled in

Confirmations rarely stay inside the audit team. Clients provide data, third parties reply and some requests need a signer. Auditi gives each person a clear way to do their part.

  • Clients know what the audit team needs

    Client data stays with the confirmation process instead of becoming a side thread.

  • Responders get practical response options

    Third parties can reply through the channel set for the request. Online upload can be used where available.

  • Authorized signers can act quickly

    For bank confirmations and similar requests, the signer gets an email and can sign without creating an account.

Standards and security

Built for evidence that has to hold up in the file

A confirmation is not just another upload. Auditi keeps enough history around each item for reviewers to follow the trail.

  • External confirmation context

    Keep IDW PS 302 and ISA 505 work inside a structured process instead of another email thread.

  • Secure response handling

    Responses move through controlled access and encrypted transfer.

  • Traceable audit documentation

    The team can see what happened to each confirmation before it is exported.

FAQ

Questions audit teams ask before moving confirmations into Auditi

How can third parties respond?

They use the channel defined for the request. Where online upload is available, they can upload directly. Other replies can still be captured in Auditi.

What do we need to start a confirmation workflow?

The team usually starts with recipient master data, the balance or item to confirm and the client letterhead or template. For debtor and creditor runs, the client often provides the data.

Is the client involved during the process?

Yes. The client can help directly on the platform. The auditor still controls what is sent, followed up and documented.

Can we use our own confirmation format?

Yes. If the standard templates do not fit, we can set up Auditi around your firm's request. The setup depends on the template and response path.

Does Auditi replace our audit suite or workpaper system?

No. Auditi covers the client-facing and third-party evidence work. Your audit suite remains the system for audit methodology and workpapers.

How long has Auditi been doing confirmations?

Auditi has supported confirmations since 2012. Millions of confirmation requests have been processed through the platform.

Your clients will thank you

Book a demo Rather skip the call? Request access by email

Jan, Svenja and Daniel from Auditi will get back to you right away.

  • Make the client handoff clearer

    Client data, signer involvement and request status stay connected to the confirmation run.

  • Reduce unclear follow-up

    Responses, exceptions and reminders stay tied to the request that created them.

  • Keep the file easier to review

    The team can follow the path from selection to response without rebuilding it from email threads.