Harness the power of the AI tools you already pay for. No bolt-on middleware, no more third parties, no overpriced wrapper.
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“With AuditDashboard’s Insights, I can monitor the status of my portfolio at a glance and deliver a better, more responsive client experience. It’s easy to adjust schedules, and we’ve avoided numerous last-minute surprises by ensuring we review information when it’s provided.”
By hand. Export the file, paste it into a chat window, retype the context from memory, then copy the answer back in. It works once. It isn't repeatable, it doesn't survive the person who did it, it's a minimal increase in efficiency and it's eating tokens.
Through someone else's wrapper. An audit automation tool built on the same frontier model your firm already licenses, highly overpriced, and capped at whatever that vendor ships next.
There's a third option.
Connect the models you're already paying for straight to your engagements.
Any MCP-compatible AI client your firm use, including Claude, ChatGPT and Copilot can be connected with AuditDashboard.
Connectors enforce each user's role, access rights, and permissions already set in AuditDashboard.
And nothing gets read or written without your permission. Your agent reviews the engagement, proposes the comment, or uploads the file, and you can review/approve each step before it reaches your client.
“With AuditDashboard’s Insights, I can monitor the status of my portfolio at a glance and deliver a better, more responsive client experience. It’s easy to adjust schedules, and we’ve avoided numerous last-minute surprises by ensuring we review information when it’s provided.”
Firms are getting usable first drafts out of AI, then rebuilding the context by hand every single time. That's hard to repeat and harder to teach.
With AuditDashboard, we have greater visibility over each client’s delivery of information, guiding the best time to start our work. Starting jobs after our clients deliver most of the information has made us more efficient and effective.
Is your team stuck waiting for information because clients haven’t delivered what is required? Profitability erodes when teams are forced to start and stop engagements as they chase clients for information.
Identify and recover overruns caused by client delays with data-driven insights.
“With AuditDashboard’s Insights, I can instantly see how much information is late and how many days it’s late. Sharing the report with my clients makes it easy to recover overruns caused by client delays. The data never lies.”
“With AuditDashboard we can quantify our client experience on each engagement and benchmark across our entire practice."
You'll see just how quickly AuditDashboard can help staff automate the document request cycle so they have more time to focus on client service.
We began reimagining AuditDashboard’s interface with one goal in mind: to modernize the experience while preserving the familiar workflows users depend on every day. Guided by years of meaningful customer conversations, we approached every decision with purpose and care.
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Hundreds of conversations with firm leaders about resourcing, scheduling, and client readiness led us to build Collaborative Scheduling. Great team and client experiences rely on great planning, so we expanded our workflow to help leaders deliver a more consistent experience across all engagements.
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Collaborative Scheduling delivers the client-facing layer that firms are missing. It provides firms with a centralized view of engagement timelines, including fieldwork start and end dates, deliverable due dates, assigned team members, scheduling status and PBC progress, all displayed together. Firms can adjust dates directly on the scheduling timeline, filter engagements and view scheduling activity across the firm.
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