Auditi Pros and Cons

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.

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.

- 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.

- 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.

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.

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.

-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.

- changes have been initiated in response to requests fo far Review collected by and hosted on G2.com.

Simple and intuitive operation without the need for explanation for clients with good clarity Review collected by and hosted on G2.com.

The workflow in the "Balance Confirmation Requests" module could be somewhat more intuitive. Review collected by and hosted on G2.com.

- 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.

- Only two levels in the PBC tool

- Nothing more to dislike Review collected by and hosted on G2.com.

- 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.

- No cliet team distribution role, however this will be solved timely Review collected by and hosted on G2.com.

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.

So far, we have not had any negative experiences. Review collected by and hosted on G2.com.

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.

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.

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.

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.