--- title: Auditi Reviews meta\_title: 'Auditi Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 13 reviews by the users' company size, role or industry to find out how Auditi works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 13 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Auditi Reviews & Product Details Visit Website Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process. * * * Product Website Auditi Seller [Auditi GmbH](https://www.g2.com/sellers/auditi-gmbh) Discussions [Auditi Community](https://www.g2.com/products/auditi/discuss) Languages Supported German, English Overview by Christian Bürger Show More ## Top-Rated Alternatives [ ![Karbon](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karbon") Karbon 4.8/5(915) ](https://www.g2.com/products/karbon-2025-03-03/reviews) [ ![Canopy](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Canopy") Canopy 4.6/5(815) ](https://www.g2.com/products/canopy-2026-05-12/reviews) [ ![TaxDome](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "TaxDome") TaxDome 4.7/5(712) ](https://www.g2.com/products/taxdome/reviews) [ View All Alternatives ](https://www.g2.com/products/auditi/competitors/alternatives) ## User Insights Average based on 13 real user reviews. [Log in to unlock pricing and user insights](/login) ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Mid-Market (51-1000 emp.) 2/6/2024 "A responsive and fast way to exchange data and documents with clients - a must have for Audit firms" 5/5 What do you like best about Auditi? The software product is easy to use and to implement in a company. You don't need complicated FAQ'S or Intros. It is pretty easy to intergrate in your daily business exchange, because you don't need to install it, it can be run via your favourite browser. The Customer Support is well educated and situated in Germany, so the communication is pretty easy. It offers many filters, options and adjustment criteria. This helps a lot. We use it on a daily basis, because our whole data exchange with our clients, can be centralised. It is often hard to monitor a whole set of data, especially when people exchange files via email. Auditi is a holistic solution. Review collected by and hosted on G2.com. What do you dislike about Auditi? It would be nice if you could implement a search function for searching files (not only topics). A "Sort by Date" function would be very convinient. Review collected by and hosted on G2.com. What problems is Auditi solving and how is that benefiting you? It helps to exchange data, not only mass data, but also very sensitive data like payrolls. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") CA Verified User in Accounting Mid-Market (51-1000 emp.) 11/17/2023 "daily use of auditi" 4/5 What do you like best about Auditi? - using the template function - use of the numbering option - exchange/communication tool makes everyday audits easier - very clearly laid out and structured Review collected by and hosted on G2.com. What do you dislike about Auditi? - I would like to have the function that if an item is rejected in auditi and a deadline is set at the same time, the item automatically jumps to overdue if the deadline is not met. Unfortunately, I currently have to set this item to open first and then it becomes overdue. - Clients should be added more easily - A spell checker within the comment function would be helpful - I would like to see a caching function in the comment function, it has often happened to me that I have had to rewrite a comment. - some clients have problems with the responsibility in a point, it would be helpful to be able to work with an "@" function to be able to assign it directly to an employee. Review collected by and hosted on G2.com. What problems is Auditi solving and how is that benefiting you? Confirmation action: auditi takes over the creation, administration and reconciliation of balance confirmations to debtors and creditors. This simplifies the workflow externally. pbc folder: The possibility of using self-created templates ensures a structured audit setup. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") AC Verified User in Construction Mid-Market (51-1000 emp.) 3/19/2024 "Simple operation for client and auditor" 5/5 What do you like best about Auditi? The simple operation for the client directly convinced us. It is particularly helpful for us to be able to map everything through one platform (data exchange, balance confirmations). Review collected by and hosted on G2.com. What do you dislike about Auditi? The communication tool for data exchange could still be improved. Currently, it is somewhat confusing for the client when multiple comments are created for a review field. Review collected by and hosted on G2.com. What problems is Auditi solving and how is that benefiting you? We have a significant time saving both in bank balance confirmations, debtors and creditors, as well as in data exchange. We can quickly remind clients of outstanding issues and have a good overview of the missing documents. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: OrganicAI Translated JH Julia H. Mid-Market (51-1000 emp.) 11/17/2023 "Best exchange portal with lots of flexibility" 4.5/5 What do you like best about Auditi? -clients are notified of any outstanding documents which was requested -confirmations can be sent automatically with a special date -document structure can be transferred to the next year -adding and removing folders -download possibility for data backup -various flexible options such as two signatories for confirmations -several processors from client as well as auditor side -intuitive use and very good description Review collected by and hosted on G2.com. What do you dislike about Auditi? - changes have been initiated in response to requests fo far Review collected by and hosted on G2.com. What problems is Auditi solving and how is that benefiting you? -secure data exchange -confirmations (banks, creditors, debtors, lawyers, tax consultants) -reminders and appointments -own organization of the audit Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Jochen M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jochen M.") JM Jochen M. Wirtschaftsprüfer / Steuerberater Small-Business (50 or fewer emp.) 1/31/2024 "Auditi noticeably improves the workflow for exchanging data between client and auditor." 5/5 What do you like best about Auditi? Simple and intuitive operation without the need for explanation for clients, with good clarity. Review collected by and hosted on G2.com. What do you dislike about Auditi? The workflow in the "Balance Confirmation Requests" module could be a bit more intuitive. Review collected by and hosted on G2.com. What problems is Auditi solving and how is that benefiting you? Auditi helps to optimize the process of file and data exchange between auditor and client, making the process more efficient and clearer. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: OrganicAI Translated ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 11/29/2023 "All-in-one solution for client communication" 5/5 What do you like best about Auditi? - Tool is not only used in audit but also in consulting projects - The ability to bundle different types of client communication under one roof - The simple structure and easy-to-understand operation - The quick answers and availability of the contact persons Review collected by and hosted on G2.com. What do you dislike about Auditi? - Only two levels in the PBC tool - Nothing more to dislike Review collected by and hosted on G2.com. What problems is Auditi solving and how is that benefiting you? - Documentation of communication and deadlines with the client - Simplifying the sending of third-party confirmations and the filing of these documents - All-in-one solution for file exchange and client communication Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Felix K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Felix K.") FK Felix K. Wirtschaftsprüfer | Steuerberater | Partner Mid-Market (51-1000 emp.) 11/29/2023 "Perfect tool for structured data requests - not only Audit-related" 5/5 What do you like best about Auditi? - Tool was initially only used for audit business, however meanwhile for all "structured" data requests for clients, for example compilation of FS or tax audit support -Digital third party confirmations: Even client that are sceptical towards a digital audit approach, were convinced by the advantage of digital confirmations -Intuitive use and very good description Review collected by and hosted on G2.com. What do you dislike about Auditi? - No cliet team distribution role, however this will be solved timely Review collected by and hosted on G2.com. What problems is Auditi solving and how is that benefiting you? - Structured client requests - Digital third party confirmations Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SS Stephan S. Small-Business (50 or fewer emp.) 11/30/2023 "Efficiency advantages through structured data exchange" 5/5 What do you like best about Auditi? It has proven to be very advantageous that data can be exchanged in a structured manner with clients via Auditi PBC. The platform makes data exchange very transparent. Review collected by and hosted on G2.com. What do you dislike about Auditi? So far, we have not had any negative experiences. Review collected by and hosted on G2.com. What problems is Auditi solving and how is that benefiting you? Data exchange with clients Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: OrganicAI Translated ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Mid-Market (51-1000 emp.) 11/22/2023 "I have been using auditi daily for about 1.5 years to exchange files and evaluations with the client" 5/5 What do you like best about Auditi? In my opinion, Auditi is very user-friendly and the application is intuitive. In addition, the organizational structure and the balance confirmation action are very clear. So far, I have only received positive feedback from clients. Review collected by and hosted on G2.com. What do you dislike about Auditi? Unfortunately, the client is still not informed enough when new documents are uploaded to the relevant places on our site. Review collected by and hosted on G2.com. What problems is Auditi solving and how is that benefiting you? Auditi solves the problem of structuring the data exchange with the client well and thus speeding it up. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![CS Ankita M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "CS Ankita M.") CM CS Ankita M. Company Secretary Small-Business (50 or fewer emp.) 1/19/2022 "One Step Solution for Firm and its Clients" 4.5/5 What do you like best about Auditi? Auditi provides a platform where a large amount of data can be exchanged between clients and the same can be stored for further working without going through a messy process; it improves client engagement and experience. Review collected by and hosted on G2.com. What do you dislike about Auditi? The glitch that arises in the software can become a hurdle to operate sometimes and as the software is based on internet connectivity makes it less operable in the low connectivity areas Review collected by and hosted on G2.com. What problems is Auditi solving and how is that benefiting you? It saves endless hours for the entire process and organizes and properly structures your client's work. We can request any files and information from your clients from anywhere as it is a web-based software that can be accessed easily from anywhere. It helps to prepare audits, special audits, or due diligence cases of the clients and provides data security as they are stored on a certified server. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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