Client meeting brief
A focused agenda, ready for the team to review before the call.
- Meeting agenda
- Outstanding items and questions
- Next actions to agree
Your assistant prepares the result from the context alongside.
INTEGRATION USE CASES
See what’s possible when your audit tools work together
Take inspiration from the examples, then adapt the ideas to your own processes. See what your firm can build around Auditi.
Veridian Solutions Inc
Loan scheduleLoan schedule.xlsx
Final trial balanceAwaiting review
Audits prepared
Documents filed
Questions answered
Teams informed
Progress shared
Confirmations prepared
Connected through the audit
Explore what your firm could connect, from setup to filing. Take inspiration from these examples and adapt them to your workflow.
Set up the audit
Turn client records into an engagement ready to start.
Keep work moving
Bring client updates into your team’s daily work.
Review with context
Bring audit context to the questions you ask your AI.
File the completed work
Move collected PBC files into your firm’s systems.
Engagement setup
Prepare the next engagement
Bring client records, planning lists and prior-year work into Auditi. Explore how your firm can prepare the next engagement from the information it already has.
Kick-off your work from your client system
Bring a new client record from your CRM, ERP, or audit suite into Auditi through the Enterprise API. Create the client and their user accounts, set up the project with its assigned team members, then create the PBC request list from a template.
ACME Auditors & Partners LLC · CRM
| Audit client | Veridian Solutions Inc |
|---|---|
| Client contact | Alex Morgan |
| Client contact | Priya Shah |
| Audit manager | Jamie Lee |
Client onboarding- Veridian Solutions Inc
- Alex Morgan · Priya Shah Email invitations sent
- Veridian onboarding Audit manager: Jamie Lee
- Client Onboarding
Onboarding Audit
Showing Kick-off your work from your client system
Client updates
Know what arrived and what needs attention
Keep your team up to date as client work progresses.
Bring updates into the team’s daily work
Let the team see what arrived without checking each engagement. Your connected workflow posts the activity in Teams or Slack with the client and request context.
A change in your client workspace
Loan schedule.xlsx
Request: Loan schedule · Financing
Ready to upload
A webhook starts your workflow and the update reaches the right channel.
Teams
veridian-audit
Waiting for the event
Ready to upload
Showing Bring updates into the team’s daily work
Review
Ask your AI assistant what needs attention
Connect your AI assistant to your client workspace. Pull in the audit context behind your client’s work, then use it to compare information, answer questions and plan your next steps.
Your AI assistant
PBC context through MCP
You
Prepare tomorrow’s Veridian meeting agenda with outstanding items, questions and next actions.
Context for this request
- Loan schedule · Outstanding
Alex is waiting for repayment dates from the bank.
- Revenue breakdown · Awaiting review
A revised revenue spreadsheet has been uploaded.
- Final trial balance · Open question
The team asked whether all final adjustments are included.
Choose a review question
Choose a prompt to see the context and the kind of result your assistant can prepare.
Filing
File evidence where you team needs it
Once collection is complete, bring the files and their context into the systems your team uses for filing and audit work.
Archive your PBC files once the collection is complete
Once you’ve collected the files you need to start the audit, your workflow can request a full export through the Enterprise API. It can then check when the export is ready and file it in SharePoint or your document management system. The export includes the requests, files, comments and audit trail.
Veridian Solutions Inc · Audit 2026
Year-end information
SharePoint
DocumentsPlanning4 files
Working papers8 files
Ready for the completed PBC
File completed PBC
Showing SharePoint filing.
Across your firm
Recover the cost of delays caused by late client responses
Automatically bring details of client delays from Auditi into a spreadsheet to calculate potential charges. Use that context in your fee review when delays hold up the start or progress of the audit.
Request historyLoan schedule
- Requested
- Sep 8
- Due date
- Sep 18
- Received
- Awaiting document
10 calendar days overdue
Audit planned for 1 OctoberLate documents can leave less time to prepare or delay the start.
When the document arrives, your workflow updates the fee review automatically.
Fee review
RequestLoan schedule
ClientVeridian Solutions Inc
Response timingPending
RequestedPending
DuePending
ReceivedPending
Overdue daysPending
Agreed daily fee (EUR) €25
Potential charge for this requestPending
The client document is still outstanding on 28 September, 10 calendar days overdue. Receive the client document to see the fee review update automatically.
Give each team member the right access
Connect the way your firm manages staff and permissions to Auditi through the Enterprise API.
Match access to the engagement
Create staff accounts from approved records, update roles when teams change and suspend accounts when people leave.
Jamie LeeAssigned to Veridian
Casey MillerDeparture recorded
Control access for AI assistants
Issue or revoke an employee’s MCP token, choose read-only or write access, and add an expiry that follows your firm’s policy.
Jamie LeeMCP access
Workflow tools
Explore more ways to connect your work
Connect the Enterprise API and webhooks to thousands of applications through workflow automation tools such as Microsoft Power Automate or Zapier.
Keep PBC dates aligned when plans change
Change the audit start date in your firm’s engagement schedule. Power Automate can update the linked open PBC requests in Auditi using your firm’s timing rules, so your team can change the schedule once instead of editing each deadline.
Power Automate
- When the audit schedule changesMicrosoft Lists · Engagement scheduleVeridian Solutions IncAudit 2026Audit start1 October
- Calculate the request deadlinesYour firm’s timing rule
- For each linked open request2 requestsUpdate the due date in AuditiHTTP · Enterprise API
Update both deadlines from one schedule change.
Two requests follow the audit date
| Request | Current date |
|---|---|
| Trial balance | 24 Sept |
| General ledger | 24 Sept |
The current deadlines are seven days before the 1 October start.
Move the audit start from 1 October to 15 October to see both request deadlines update.
Showing Power Automate keeps PBC deadlines aligned with the audit schedule.
Your clients will thank you
Jan, Svenja and Daniel from Auditi will get back to you right away.
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One familiar place for your clients
Clients send documents, answer questions and follow progress in Auditi. Your connected workflows carry the information to the rest of your firm.
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Less copying. More time for the audit
Turn the updates your team already makes into useful notifications, current reports and organized filing.
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Start with the workflow that matters
Explore how our Enterprise API, webhooks and MCP can connect your existing systems and automate the way your firm works.