Improve the client experience, simplify your workflow, see what’s happening in real-time, and save endless hours from the entire process.
Auditi is completely flexible to your company’s specific needs. It can be used for any type of secure file exchange and communication between companies and their clients.
Prepare EoY audits, special audits, or due diligence cases.
Exchange confidential case files and related information.
Gather financial information to complete tax returns.
Request any files and information from your clients.
Avoid the chaos of having files and messages scattered across multiple employees, email chains, and file exchange systems.
Requesting information from multiple clients normally gets messy. That’s why Auditi helps you to organize and structure your client work with individual workbooks that act just like folders. Plus, to keep files secure, access permissions can be granted to specific workbooks, specific information request lists, or individual information requests.
All data is encrypted and stored on ISO certified servers so you can be confident that no-one else has access to it.See all security features →
Auditi is modern, user-friendly, and intuitive. Your employees won’t require any costly training or consulting to use it.
As a web-based software, there’s no lengthy roll-out time, and any remote-working employees can easily access it.
Information Request Lists
Information requests can be organized into different categories, making it quicker to locate the files you need – something particularly useful for auditors with long PBC request lists.
Ensure no information is missed, and save hours from repeatable information requests with list templates. Anytime you create an information request list, you can save it as a template for future use, dramatically speeding up the process of requesting information for future client engagements.
List Template Use Cases
Some companies may need to regularly request the same list of files from the same client. For example, auditors that conduct yearly audits. In cases like these, you can simply save any request list as a template and reuse it in a few clicks.
Some companies may need to request similar, but different lists of information from their clients. With Auditi, you can create and save a ‘master’ template, and reuse it with any client, simply adding or removing any specific line items that you need to.
You can save even more time by selecting any information request list or individual list items and changing the due date, status, user access, or downloading files in bulk.
Please provide the documents in Excel and PDF format.
Receive important files from clients much faster. With the dashboard status indicators, both parties can get an instant overview of which tasks are open, awaiting review, due soon, or overdue.
Once new files are uploaded, or comments are added, you’ll be instantly notified so that you can review them and respond quicker.
Any unassigned tasks are flagged for your attention to prevent them from remaining unnoticed and slowing down the process.
Once you’ve received all the files you need from your client, you can export them in one-click. Auditi will automatically organize your files into a zip folder that matches the structure of your information request list – making it quicker and easier for you to get working, or store them to be archived.