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Auditi Reviews & Product Details

CS Ankita A.
CA
Company Secretary
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

Auditi Overview

What is Auditi?

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.

Auditi Details
Product Website
Discussions
Auditi Community
Languages Supported
German, English
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Product Description

Auditi supports audit, financial, and professional firms with modern software since 2012. More than 80% percent of the Top 25 audit firms in DACH and many international firms in 9+ countries use the collaboration platform with their clients to manage PBC request lists. Auditi brings together 40.000+ clients and 15.000+ audit firm users and helps them to centralize communication, collaboration, and file exchange on one platform. As a result, both audit teams and clients benefit from a workflow that is more efficient and organized.


Seller Details
Year Founded
2012
HQ Location
Düsseldorf, Nordrhein-Westfalen
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Description

Auditi supports audit, financial, and professional firms with modern software since 2012. More than 80% percent of the Top 25 audit firms in DACH and many international firms in 9+ countries use the collaboration platform with their clients to manage PBC request lists. Auditi brings together 40.000+ clients and 15.000+ audit firm users and helps them to centralize communication, collaboration, and file exchange on one platform. As a result, both audit teams and clients benefit from a workflow that is more efficient and organized.


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Recent Auditi Reviews

Verified User
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Einfach Bedienung für Mandant und Prüfer"
Die einfache Bedienung für den Mandanten hat uns direkt überzeugt. Für uns ist es besonders hilfreich, alles über eine Plattform abbilden zu könn...
Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"A responsive and fast way to exchange data and documents with clients - a must have for Audit firms"
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 y...
Jochen M.
JM
Jochen M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Auditi noticeably improves the workflow for exchanging data between client and auditor."
Simple and intuitive operation without the need for explanation for clients with good clarity
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2 people requested security information

Auditi Media

Auditi Demo - communication, collaboration and secure file exchange
Auditi replaces the confusing and chaotic process with a simplified workflow that saves you time and money.
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12 out of 13 Total Reviews for Auditi

4.7 out of 5
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12 out of 13 Total Reviews for Auditi
4.7 out of 5
12 out of 13 Total Reviews for Auditi
4.7 out of 5

Auditi Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Verified User in Accounting
UA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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.

Verified User in Accounting
CA
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
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.

Verified User in Construction
AC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Auditi?

Die einfache Bedienung für den Mandanten hat uns direkt überzeugt.

Für uns ist es besonders hilfreich, alles über eine Plattform abbilden zu können (Datenaustausch, Saldenbestätigungen). Review collected by and hosted on G2.com.

What do you dislike about Auditi?

Das Kommunikationstool beim Datenaustausch könnte noch verbessert werden. Zur Zeit ist etwas unübersichtlich für den Mandanten, wenn mehrere Kommentare zu einem Prüffeld erstellt werden. Review collected by and hosted on G2.com.

What problems is Auditi solving and how is that benefiting you?

Wir haben eine große Zeitersparnis sowohl bei den Saldenbestätigungen der Banken, Debitoren und Kreditoren als auch beim Datenaustausch. Wir können die Mandanten schnell an offene Punkte erinnern und haben einen guten Überblick über die fehlenden Unterlagen. Review collected by and hosted on G2.com.

JH
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
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.

Jochen M.
JM
Wirtschaftsprüfer / Steuerberater
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
Translated Using AI
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 somewhat more intuitive. Review collected by and hosted on G2.com.

What problems is Auditi solving and how is that benefiting you?

Auditi hilft, den Prozess des Datei- und Datenaustauschs zwischen Prüfer und Kunde zu optimieren, wodurch der Prozess effizienter und klarer wird. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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.

Felix K.
FK
Wirtschaftsprüfer | Steuerberater | Partner
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
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.

SS
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
Translated Using AI
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.

Verified User in Accounting
UA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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.

Ashok P.
AP
Operations Assistant Manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Auditi?

It centralize all communications and has capability of being one platform for all file exchange. It enhances security's of documents with easy access. Review collected by and hosted on G2.com.

What do you dislike about Auditi?

I have not found any demerit about the auditi. It is less popular as of now. Review collected by and hosted on G2.com.

Recommendations to others considering Auditi:

Go for it. I you are hesitant, use trial version. Review collected by and hosted on G2.com.

What problems is Auditi solving and how is that benefiting you?

It provides good security feature and almost no need for training. It helped to centralize all files and communication at one place with easy access. Review collected by and hosted on G2.com.

Auditi