Auditi
Auditi: The Client Engagement Platform for Audit Firms Auditi brings PBC (Provided by Client) request management, audit confirmations and project management into one workspace, helping audit teams and their clients keep work organized and moving. Chasing missing documents, searching email threads and updating spreadsheets takes time away from the audit. Clients face the same confusion: requests arrive in different places, priorities are unclear and they may be asked for information they have already provided. Auditi gives both sides a shared view of what is needed, who is responsible and what happens next. PBC request management Create structured request lists, assign preparers and reviewers, set deadlines and track each item from request to review. Clients upload documents against the relevant request, while comments, file versions and status remain connected. Reusable templates, roll-forward and automatic reminders help reduce repetitive administration across engagements. Firms can also white-label the client portal to match their brand. Audit confirmations Run bank, lawyer, tax adviser, and balance confirmations in one place. Every confirmation shows its status through to the response, and for creditor and debtor balances you can see at a glance whether the balance is confirmed or the difference is explained. Project management Coordinate the work that needs client participation. Assign tasks with owners and due dates, discuss questions in context and give both sides visibility into progress, blockers and next steps. Link project activity to PBC requests and confirmations so the wider engagement stays connected. AI and integrations Firms can connect their approved AI assistant to Auditi through MCP. Teams can identify outstanding requests, draft client follow-ups for review, prepare meeting briefs and compare current and prior-year information. Your firm controls what the assistant can access and which actions it may take. The Enterprise API and webhooks enable your IT team to build integrations around your existing systems and processes. Examples include sending document updates to Teams or Slack, filing completed PBC exports in SharePoint or a document management system, and starting new engagements in Auditi from client records in your CRM, ERP or audit system. A better experience for audit teams and clients Clients have one place to see requests, upload documents and answer questions. Audit teams can see what is missing, overdue or awaiting review without piecing together updates from separate inboxes and trackers. Activity histories and structured exports help preserve the context behind the work. Founded in 2012, Auditi is headquartered in Düsseldorf, Germany. More than 500 audit and professional firms use the platform, serving over 150,000 users across more than 40 countries.
Average Rating: 4.7/5.0
Total Reviews: 12
How Do G2 Users Rate Auditi?
- Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
- Optimization: 9.0/10 (Category avg: 8.5/10)
- Automation: 9.0/10 (Category avg: 8.9/10)
- Compliance: 9.4/10 (Category avg: 8.8/10)
Who Is the Company Behind Auditi?
- Seller: Auditi GmbH
- Year Founded: 2012
- HQ Location: Düsseldorf, Nordrhein-Westfalen
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LinkedIn® Page: www.linkedin.com
13 employees on LinkedIn®
Who Uses This Product?
- Top Industries: Accounting
- Company Size: 46% Medium, 38% Small
What Do G2 Reviewers Say About Auditi?
AI-generated summary from verified user reviews
Pros
- Users find Auditi's ease of use invaluable, appreciating its intuitive operation and clear instructions for effective audits.
- Users praise the intuitive interface of Auditi, making implementation and daily use seamless and effective.
- Users appreciate the intuitive interface of Auditi, making audit and consulting projects seamless and efficient.
- Users value the easy communication with well-educated support, enhancing productivity and simplifying client interactions.
- Users appreciate the audit efficiency of Auditi, finding it simplifies structured data requests and enhances communication.
Cons
- Users struggle with poor communication features in Auditi, leading to confusion and inefficiencies in workflow.
- Users find the lack of automated deadline management frustrating, as it complicates the workflow in Auditi.
- Users struggle with bug issues in Auditi that impact functionality and cause frustration during operations.
- Users find client management cumbersome, facing challenges such as complex client addition and responsibility assignments.
- Users find the file management process cumbersome, requiring multiple steps to manage deadlines and client assignments effectively.
What Are Recent G2 Reviews of Auditi?
Rating: 4.0/5.0 stars
— Verified User in Accounting
Rating: 5.0/5.0 stars
— Verified User in Accounting
