Features that adapt to your proven process, not slow you down with extra work:
Features that adapt to your proven process, not slow you down with extra work:
Document collection & management
Document collection & management
Stop drowning your team in a sea of scattered files, as they’re chasing the right ones.
Stop drowning your team in a sea of scattered files, as they’re chasing the right ones.
Stop drowning your team in a sea of scattered files, as they’re chasing the right ones.
Endless email chains, buried SharePoint folders, and frustrated clients sending duplicates are inefficient and burning everyone out.
Endless email chains, buried SharePoint folders, and frustrated clients sending duplicates are inefficient and burning everyone out.
Endless email chains, buried SharePoint folders, and frustrated clients sending duplicates are inefficient and burning everyone out.
Auditi's document management gives you complete control:
Auditi's document management gives you complete control:
Auditi's document management gives you complete control:
Create standardized templates for recurring audits
Easily assign preparers and reviewers
Set due dates and send automatic reminders to clients
Track versions and maintain a detailed audit trail
Organize files by request type, deadline, or custom structure
Setup a new request list in seconds
Setup a new request list in seconds
Setup a new request list in seconds
Client communication
Client communication
Stop waiting days for a response because an email got lost in their overloaded inbox.
Stop waiting days for a response because an email got lost in their overloaded inbox.
Stop waiting days for a response because an email got lost in their overloaded inbox.
Questions get lost in email threads, context vanishes between conversations, and no one knows who's responsible for what.
Questions get lost in email threads, context vanishes between conversations, and no one knows who's responsible for what.
Questions get lost in email threads, context vanishes between conversations, and no one knows who's responsible for what.
Auditi's communication tools put everything in context:
Auditi's communication tools put everything in context:
Auditi's communication tools put everything in context:
Comment directly on specific requests and files
@mention team members and reference documents
Let clients drag & drop files into specific requests
Keep full conversation history with each request
Get notified instantly about responses and updates
Notify clients daily without spamming their inbox
Comment directly on specific requests and files
@mention team members and reference documents
Let clients drag & drop files into specific requests
Keep full conversation history with each request
Get notified instantly about responses and updates
Notify clients daily without spamming their inbox
The client uploads documents and answers your questions
The client uploads documents and answers your questions
The client uploads documents and answers your questions
Project management & tracking
Project management & tracking
Give yourself and your clients complete visibility into where everything is at.
Give yourself and your clients complete visibility into where everything is at.
Give yourself and your clients complete visibility into where everything is at.
Outdated Excel sheets, constant status meetings, and endless email follow-ups waste everyone's time while deadlines loom.
Outdated Excel sheets, constant status meetings, and endless email follow-ups waste everyone's time while deadlines loom.
Outdated Excel sheets, constant status meetings, and endless email follow-ups waste everyone's time while deadlines loom.
Auditi's project management keeps your entire team aligned:
Auditi's project management keeps your entire team aligned:
Auditi's project management keeps your entire team aligned:
Preview documents instantly in your browser
Check received files and mark them as "Seen"
Track status of every request in real-time
Get instant notifications about new files and comments
Filter and search across all projects and requests
Preview documents instantly in your browser
Check received files and mark them as "Seen"
Track status of every request in real-time
Get instant notifications about new files and comments
Filter and search across all projects and requests
Track the status from individual documents to the entire project
Track the status from individual documents to the entire project
Track the status from individual documents to the entire project
Project status tracking
Project status tracking
See progress at a glance. Clear indicators show what's pending, under review, or complete.
File uploads and Online preview
File uploads and Online preview
Let clients securely upload files with instant preview. No more digging through emails or cloud folders.
File uploads and Online preview
Let clients securely upload files with instant preview. No more digging through emails or cloud folders.
Project & document comments
Project & document comments
Every discussion stays with its document. Questions and updates are easy to track and reference.
Project & document comments
Every discussion stays with its document. Questions and updates are easy to track and reference.
Automatic audit trail for every project
Automatic audit trail for every project
Complete documentation of all activities. Get structured exports with detailed logs.
Automatic audit trail for every project
Complete documentation of all activities. Get structured exports with detailed logs.
@mentions for people and files
@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.
@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
Client user access and Delegation
Let clients assign tasks to their team members. The right people get access to exactly what they need.
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
Changes and updates overview
Every request’s activity is neatly organized. Tasks and comments that are new for you are easy to see.
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
Due dates and Reminders
Set deadlines and automate follow- ups. Keep projects moving without manual intervention.
Due dates and Reminders
Set deadlines and automate follow- ups. Keep projects moving without manual intervention.
Templates and Roll-forward
Templates and Roll-forward
Import your lists or start with ours. Roll forward previous requests and maintain consistency across teams.
Templates and Roll-forward
Import your lists or start with ours. Roll forward previous requests and maintain consistency across teams.
Security & integration
Security & integration
Keep clients’ sensitive data secure as your network grows across offices.
Keep clients’ sensitive data secure as your network grows across offices.
Keep clients’ sensitive data secure as your network grows across offices.
As you grow and open new offices, maintaining security standards across hundreds of auditors in multiple locations feels impossible.
As you grow and open new offices, maintaining security standards across hundreds of auditors in multiple locations feels impossible.
As you grow and open new offices, maintaining security standards across hundreds of auditors in multiple locations feels impossible.
Auditi scales with your network:
Auditi scales with your network:
Auditi scales with your network:
Single sign-on with Microsoft authentication
API access for custom system integrations
Advanced security with 2FA/MFA requirements
Control access by email domain and IP address
Set granular project visibility rules
Single sign-on with Microsoft authentication
API access for custom system integrations
Advanced security with 2FA requirements
Control access by email domain and IP address
Set granular project visibility rules
Strong Microsoft integration
Connect your entire network with secure SSO. Scale from dozens to hundreds of users without friction.
Strong Microsoft integration
Connect your entire network with secure SSO. Scale from dozens to hundreds of users without friction.
API & Custom Integrations
Build the exact integrations your firm needs: automate workflows and sync data to any system you use.
API & Custom Integrations
Build the exact integrations your firm needs: automate workflows and sync data to any system you use.
Advanced security rules
Lock down access with custom rules, domains, and IP lists. Get complete audit logs for every action.
Advanced security rules
Lock down access with custom rules, domains, and IP lists. Get complete audit logs for every action.
Documentation & export
Documentation & export
Keep peer reviews stress-free with complete, always-on audit documentation.
Keep peer reviews stress-free with complete, always-on audit documentation.
Keep peer reviews stress-free with complete, always-on audit documentation.
Scattered files and missing context can turn a review into a compliance nightmare.
Scattered files and missing context can turn a review into a compliance nightmare.
Scattered files and missing context can turn a review into a compliance nightmare.
Auditi creates complete, peer-review-ready documentation:
Auditi creates complete, peer-review-ready documentation:
Auditi creates complete, peer-review-ready documentation:
Export structured documentation packages in one click
Get every file, comment, and activity organized by request
Track document versions with complete change history
See when requests were made and files were delivered
Access full conversation trails for each file and request
Export structured documentation packages in one click
Get every file, comment, and activity organized by request
Track document versions with complete change history
See when requests were made and files were delivered
Access full conversation trails for each file and request
Complete documentation
Export entire audits in one click — files, comments, and full audit trail, organized by request.
Complete documentation
Export entire audits in one click — files, comments, and full audit trail, organized by request.
Automatic version history
Track every file update with proof of who made what changes and when. Get full context for every document.
Automatic version history
Track every file update with proof of who made what changes and when. Get full context for every document.
Structured Excel exports
Get documentation organized and easy to review, with every request and response in a clear context.
Structured Excel exports
Get documentation organized and easy to review, with every request and response in a clear context.
See exactly what's missing, what's overdue, and who needs to take action - all from one dashboard.
Jan, Nash, Svenja or Daniel will reach out to schedule a time.
Jan, Nash, Svenja or Daniel will reach out to schedule a time.
Give your clients a better experience
while making your team more productive
Impress clients
Show clients you're investing in their experience with modern, professional tools.
Equip your team
Give your team the same quality tools the Big 4 firms employees are enjoying.
Faster doc collection
Cut document collection time by 75% and takeon more clients without hiring.
Secure and compliant
Keep confidential files secure and in one simple, secure place.
Give your clients a
better experience while making your team more productive
Impress clients
Show clients you're investing in their experience with modern, professional tools.
Equip your team
Give your team the same quality tools the Big 4 firms employees are enjoying.
Faster doc collection
Cut document collection time by 75% and takeon more clients without hiring.
Secure and compliant
Keep confidential files secure and in one simple, secure place.
Give your clients a better experience
while making your team more productive
Impress clients
Show clients you're investing in their experience with modern, professional tools.
Equip your team
Give your team the same quality tools the Big 4 firms employees are enjoying.
Faster doc collection
Cut document collection time by 75% and takeon more clients without hiring.
Secure and compliant
Keep confidential files secure and in one simple, secure place.
The platform for auditors and their clients.
Auditi – Made for auditors.
The platform for auditors and their clients.
Auditi – Made for auditors.
The platform for auditors and their clients.