Run Big 4-grade discoveries without Big 4 overhead.
Same methodology. Same board-ready deliverable. Every client.
A few of the engagements running on Audity right now.
Mid-size law firm
One discovery turned into a $22K project and $100K+ pipeline.
Read the breakdownVeteran consultant
One upload. 18 scoped opportunities. 1 funded engagement.
Read the breakdownNew advisory practice
First engagement closed a paying client. Public launch generated 60 leads.
Read the breakdownLead Generation & Qualification
Start conversations that are already qualified.
ReadyLinks
Custom assessment links you can drop anywhere: LinkedIn, email, your website. Use the drag-and-drop editor to build your own questions, start from industry-specific templates, or mix both. Prospects complete the assessment and receive a branded PDF report. You get a readiness score, pain point summary, and recommended talking points before the first call.
Client Web Intelligence
Prospect tech stack, recent news, org structure, and industry context are pulled into a Discovery Prep briefing before you open the project. You skip the hours of pre-call research and show up sounding like you already know the business.
CRM Webhook Integration
Push qualified leads directly into your CRM. No manual entry. No leads falling through cracks.
Discovery & Document Gathering
Structured discovery your team can run.
Document Upload & Analysis
SOPs, org charts, process docs, tech inventories, audio recordings, presentations: upload everything. The platform handles PDFs, Word docs, PowerPoint (with image OCR), Excel, audio files (via Whisper transcription), and images. It extracts key information and flags gaps that need interview follow-up.
Auto-Generated Interview Questions
Based on uploaded documents and stakeholder roles, Audity generates targeted questions. Your junior staff know exactly what to ask the CFO vs. the ops manager.
Contradiction Detection
What's documented vs. what people actually do. The gaps surface automatically, so you walk into the readout with the exact findings that justify a paid transformation engagement.
Transcript Analysis
Upload call recordings or transcripts and the pain points, opportunities, and contradictions come back mapped to the documentation, so nothing from the interview gets lost between the call and the report.
Analysis & Frameworks
Big 4 methodology without Big 4 overhead.
Opportunity Matrix
Automatically categorized by impact, effort, and timeline. Drag-and-drop prioritization your clients can understand.
Framework Library
BCG, McKinsey, Deloitte, Bain. Strategic frameworks built into the analysis engine. Your recommendations come with instant credibility.
Current State Summary
A clear picture of how the organization runs today, synthesized from documents and interviews, so you open the engagement with a baseline the client agrees with instead of building one by hand.
Maturity Assessment
Where does this organization sit on the AI adoption curve? Industry benchmarks give your client an honest starting line and a reason to act now.
ROI & Deliverables
Outputs that close deals.
ROI Calculator
Available as a standalone tool or as part of every discovery. Input costs, capacity gains, revenue impact. Output: conservative, expected, and optimistic projections with a full methodology tab showing the math. Export to PDF. CFO-ready numbers with full formula transparency, not hand-wavy estimates.
White-Labeled Reports
Your logo. Your colors. Your firm's name. Clients see your expertise, not our platform.
Implementation Roadmap
90-day, 6-month, and 12-month views with dependencies, milestones, and resource requirements, so the client sees a credible path to value and a reason to hire you to deliver it.
Editable Slide Decks
Export to PowerPoint or Google Slides, fully editable, so you tweak the story for the room and present in your own tools instead of rebuilding the deck from scratch.
Discovery Data Export
Export structured project data as JSON or CSV for your records, compliance requirements, or integration with your own systems. Every data point from the discovery is yours.
Team & Workflow
Run it solo. Scale when you're ready.
Role-Based Workflows
Sales sees pipeline and qualification data, consultants see analysis and interviews. Everyone stays in their lane, so you onboard new team members onto live engagements without a training bottleneck.
Discovery Assignment
Assign discoveries to team members and track progress, so you can run several engagements at once without anything slipping and without living in your inbox.
Unlimited ReadyLinks Lead Surveys
Generate as many assessment links as you need. Customize questions per campaign, use industry-specific templates (healthcare, manufacturing, professional services, and more), or build from scratch. Different links for different verticals or partners. Included in all tiers.
Premium Model Selection
Choose your AI provider: Anthropic Claude, OpenAI, Google Gemini, or Mistral. When a European client demands GDPR-compliant infrastructure, you can say yes instead of walking away from the deal.
See it in action.
Every plan includes hands-on onboarding and a 60-day money-back guarantee. See the full workflow in our interactive demo.