Engagement Manager vs. Auditi

Engagement Manager is a cloud-based engagement management solution designed to help accounting firms organize, manage, and complete audit and accounting engagements more efficiently. By bringing together trial balance functionality, workpaper management, financial statement reporting, and engagement tracking within a single platform, Engagement Manager helps firms streamline workflows and improve collaboration across engagement teams. Managing audit and accounting engagements often involves coordinating multiple documents, deliverables, reviewers, and deadlines.

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.