Audity shines by leading with value: AI-driven audits identify specific problems, quantify savings in dollar amounts, and generate client-ready reports and presentations in under 60 minutes. ReadyLinks pre-qualify prospects so only serious buyers reach your calendar, and the intelligence dashboard prepares you with their problems, budget, and timeline before every call.
Diligence-grade AI discovery, built for consultants
Stop rebuilding every AI discovery engagement from scratch.
Audity is a structured AI discovery and readiness system for solo consultants and small firms. It turns stakeholder interviews, documents, and process notes into evidence-backed findings, ROI models, and roadmaps, so every paid discovery and readiness engagement runs the same repeatable way.
One structured system that turns stakeholder input into client-ready findings, ROI models, and roadmaps. Ship in days, not weeks.
The Problem
You have the expertise. You don't have the process.
Your clients are already asking about AI. You know the answers. The part that breaks is everything between the first call and the final deliverable.
Every discovery is a custom build. Every deliverable gets assembled from scratch in Google Docs, ChatGPT, and a spreadsheet you last updated six months ago. Your team can't run the engagement without you. Sales can't qualify leads without pulling you into calls.
You're the product. You're also the bottleneck.
You don't need another AI tool. You need a proven process.
The Solution
Your whole team runs the engagement. You stop being the bottleneck.
Audity is the execution engine for consultants who diagnose first and build second. Your methodology, your frameworks, your scoring criteria, running as a repeatable process your salespeople, analysts, and junior team can operate without you in the room.
Qualify before the first call
Send prospects a scored readiness link before anyone touches your calendar. You walk into every discovery call already knowing their pain points, their tech stack, and where the opportunities hide.
No more 45-minute “what do you do” calls. No more unqualified leads bleeding your week.
ChatGPT can draft a questionnaire. It can't score, rank, or hand off a qualified prospect to your junior consultant.
Running the diagnostic is how you build the pipeline.
Diagnose with your framework
Upload documents, transcripts, org charts, even the slide deck the client handed you. Audity runs role-specific stakeholder interviews, catches contradictions between what the docs say and what people actually say, and produces a scored gap analysis built on your frameworks, not a template library.
Built for management consultants, IT advisors, and boutique firms who have deep domain expertise and no time to turn it into a repeatable product.
Your domain. Our engine.
Deliver work that holds up in a boardroom
Findings, ROI models, and a prioritized roadmap come out as one cohesive package, branded as your firm. Export it as PDF, JSON, or CSV. Nothing leaves the platform until you have reviewed and signed it.
Every recommendation traces back to the document, quote, or score that produced it. When a stakeholder pushes back in the room, you point to the evidence instead of defending a black box.
No fabricated citations. No generic slop. Your name on every page.
The deliverable your reputation can stand on.
Inside your team’s workspace.
One place for every interview, document, scored gap, and prioritized finding. Your team runs the engagement here, then exports a branded deliverable you review and sign before it ever reaches your client. No fabricated citations. No generic slop. Your name, your judgment, your standards.
Built on evidence
Walk into the boardroom with findings no one can poke a hole in.
You are not buying another black-box AI toy. Every output is sourced from documents, interviews, and process notes.
Pulled directly from the client’s Sales Process SOP, with full provenance.
When a consultant uploads their client's SOPs, policies, and process docs, Audity generates stakeholder interview questions grounded in the actual content, not generic templates. Here's one, produced from a real sales operations SOP.
I noticed in your Sales Process SOP that quotes over $5,000 need your Sales Manager David Lee to review and approve them before presenting to customers. How often are you hitting that $5,000 threshold, and how much time is David spending on these approvals each week?
Follow-up: If we could automate that approval routing and give David a dashboard to spot-check instead of manually reviewing every quote, how many hours per week could he get back to focus on sales strategy?
Why this matters
Pulled straight from the client's own SOP.
Specific thresholds, named stakeholders. Not a generic template.
Every finding shows its source.
The exact section, document, and quote, so every recommendation is defensible in front of the client.
Every ROI number comes from your client’s actual operational reality.
Audity pulls hours, volumes, and costs directly from stakeholder interviews and process docs. No industry averages. No made-up benchmarks. Here's an ROI estimate generated from a real client's export documentation workflow.
Opportunity · Operations
Automate export document generation
Operations team manually compiles 8 export documents per shipment from the client’s Milltech ERP. Significant time drain with high error risk.
Inputs (from stakeholder interview)
- Shipments per month50
- Documents per shipment8
- Time per document22 min
- Fully-loaded hourly cost$38.00
- Current monthly cost$5,573
- Automated monthly cost (est.)$840
- Projected monthly savings$4,733
- Annualized savings$56,796
- Payback period< 1 month
Why this matters
Built from their real workload.
Hours, volumes, and costs pulled from stakeholder interviews, not industry averages you'd have to justify.
Transparent math, not a black box.
Every number shows its inputs, so you can walk the client through the logic line by line.
Your logo on the cover. Your IP, exportable anytime.
Audity is infrastructure for your practice, not a platform your clients see. Every report, dataset, and finding is yours, white-labeled, exportable, and fully in your control.
AI Readiness Discovery & Roadmap
Prepared for Northbeam Coffee, Inc.
March 2026 · Prepared by Your Practice · Confidential
- Executive Summaryp. 2
- Discovery Findingsp. 4
- Opportunity Matrixp. 9
- ROI & Payback Analysisp. 14
- Implementation Roadmapp. 19
Why this matters
Your brand, not ours.
Logo, colors, and domain on every client-facing deliverable. Audity stays invisible to the client.
Take your data with you.
Full export to PDF, CSV, or JSON. Re-analyze, reuse, or archive on your terms.
The Shift
What changes when you stop rebuilding the engagement every time.
Before Audity
You write the discovery guide from scratch, every time
Your team waits on you to unblock every engagement
Sales pulls you into every qualification call
Every deliverable looks like a one-off
Your case studies are stuck in your head
After Audity
Your methodology runs end to end, same way, every time
Your team operates the platform without you in the room
Sales sends readiness links and walks in with warm, scored prospects
Every deliverable looks like a product, not a project
Every completed discovery becomes your next case study
Real engagements, not hypotheticals
$22K + $100K pipeline from one law firm. 18 scoped opportunities from one upload. A new advisory practice launched to an oversubscribed workshop.
A few of the ways consultants are turning Audity into revenue.
The Bridge
Your next discovery is your next proposal. And your next case study. And your next referral.
Most consultants we talk to do this: they build the methodology, then they spend six months hunting for clients to run it on. Cold emails. LinkedIn posts. Podcast asks. Meanwhile, three warm contacts in their inbox said “maybe we should look at AI” and they have no structured way to turn “maybe” into “scoped engagement.”
Audity turns the diagnostic into the sales motion. You send one readiness link to one warm contact. They fill it out. That conversation becomes a scoped discovery. The discovery produces a deliverable with a roadmap and a recommended next step.
This is the part no spreadsheet and no template library does. The methodology and the pipeline are the same motion.
Why Audity
Why this beats the DIY stack.
You could assemble a process from AI chat tools, Google Forms, and 40 hours of willpower per engagement. Some of your competitors are doing exactly that. Here's what they miss.
Pre-built, field-tested methodology
Not a blank canvas. Not a checklist. A diagnostic workflow that has been run across dozens of engagements, ready the day you log in.
Contradiction detection
The platform spots gaps between what clients documented and what stakeholders actually say in interviews. That is where the real opportunities hide, and manual processes miss them every time.
Every completed discovery becomes a case study
Specialists command higher fees than generalists. Audity turns every engagement you run into evidence of your specialty, and the next referral source.
After finding Audity via my LinkedIn feed and connecting with Ed, I started using the software and I have to say, using Audity has been a game changer. The AI audit gave me clear insights, helped my agency to position ourselves as strategic advisors, and our prospects are seeing real ROI even before signing on. Highly recommend for anyone wanting to close faster with confidence. Thanks Ed and Jeremy for this wonderful piece of software
Want to be seen as a SUPER PRO when you're still a regular PRO? Honestly, Audity is a lifesaver if you are an AI consulting company. I never liked how awkward it felt trying to convince leads of the value, but this tool flips that. I just send prospects my audit link, and suddenly I'm not some random automation guy, I'm the advisor who actually shows them where they can save time and money up front. The AI does all the heavy lifting, takes their docs, runs through smart questions, and spits out these super clear reports. It's way easier to get people excited about working with me because they SEE results, not just promises. Seriously, if you want leads to actually believe in what you can do, give Audity a try.
Before using Audity I had to use spreadsheets etc to audit potential clients, a bit long winded and not very professional. I was introduced to Audity and was blown away how easy it was to use. It made my job easier and gave the potential clients a doc that they could go away with and see exactly why we could help them. With using Audity, my conversions have increased by 20% and my sales system is a lot better.
A truly transformative platform. Audity delivers excellence in every aspect of audit engagement management. The elegant design, intuitive navigation, and robust collaboration tools have revolutionized the way our team works. With real-time progress tracking and outstanding customer support, we have seen measurable improvements in both efficiency and client satisfaction. Highly recommend for any forward-thinking organization seeking reliable, secure, and powerful workflow automation.
It makes agencies and consultants look like superheroes. The platform swiftly transforms the AI readiness score into an actionable project with a clear operational AI blueprint in 2 to 3 conversations. It's wild.
FAQ
Questions consultants ask first.
The practical stuff. Who it's for, how long it takes to get running, what happens if your methodology is different from ours, how we handle AI output quality, and whether you can white-label everything. (Yes.)
Ready to turn your next call into a scoped engagement?
Book a walkthrough with the team. We'll show you how it fits your methodology, answer the questions your firm needs answered, and help you scope your first discovery.