Features
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. Unlimited links on every tier, so you can run different links for different verticals, campaigns, or partners.
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 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. Call recordings and transcripts get the same treatment, with pain points and contradictions mapped back to the documentation, so nothing from the interview gets lost between the call and the report.
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.
Interview answer → finding
they think data is probably fine but um unowned, quality stuff unverified
Analysis & Frameworks
Analysis your client can't poke a hole in.
Opportunity Matrix
Every finding lands on an impact-vs-effort matrix, ready for the readout. Drag priorities live in the room while the client watches their roadmap take shape.
Framework Library
BCG, McKinsey, Deloitte, Bain. Strategic frameworks built into the analysis engine, then shaped to your dimensions, weightings, and language. Your recommendations come with instant credibility.
Current State & Maturity Baseline
How the organization runs today and where it sits on the AI adoption curve, synthesized from documents and interviews and benchmarked against industry peers. You open the engagement with a starting line the client agrees with, not one you rebuilt by hand.
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.
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.
Run on the models your clients approve
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.
Every Discovery Becomes a Case Study
Every engagement you run lands in a searchable, versioned, access-controlled archive of findings, deliverables, and outcomes, ready to pull as proof in the next pitch. That archive is how you build a specialty, and specialists command higher fees than generalists.
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.