From engagement start to final report — one platform.

AuditPilot is the audit engagement platform that connects your team, your clients, and your evidence in one place.

Built for SOC 1 and SOC 2, and more.

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Controls

55

Approved

36

Submitted

11

Pending

8

ControlAssigneeStatus
CC1.1Sarah M.Approved
CC1.2James T.Approved
CC2.1Sarah M.Submitted
CC3.1Mike R.Submitted
CC4.1Lisa K.Pending

Audits are slow, fragmented, manual and difficult to validate.

The problem

The solution

Evidence is scattered across client systems and engagements with no clear path to retrieval

Cross-engagement evidence orchestrator with guided collection and central organization

Submissions are incomplete or unusable — auditors waste cycles chasing what's missing

AI coaching tells clients exactly what to submit and where to find it

Mapping evidence to controls is manual, time-consuming, and inconsistent

Automatic alignment of evidence to control requirements

Testing narratives are rewritten from scratch every engagement, draining hours from real review

AI drafts structured narratives from approved evidence — auditors refine, not rewrite

Communication is scattered across email, DMs, and shared drives — creating friction with clients

Threaded conversations on every control, with private internal notes for your team

The audit lifecycle, handled end to end.

A single workflow replaces the spreadsheets, shared drives, and email threads.

01

Create Engagement

Set up a SOC 1 or SOC 2 audit with period dates, import controls from CSV, and invite your team.

02

Collect Evidence

Clients receive requests and submit evidence through a guided portal with AI coaching and validation.

03

Review & Approve

Auditors evaluate submissions, approve or request revisions, and collaborate via threaded messages.

04

Testing Narratives

AI drafts structured testing narratives from approved evidence. Auditors refine and sign off.

05

Compile Report

One click compiles all approved narratives into a professional PDF audit report, ready for delivery.

Built for how audits actually work

Every module maps to a real step in the audit lifecycle.

Evidence Orchestrator

A guided workflow that directs evidence collection, validates submissions in real time, links approved artifacts to audit controls, and organizes evidence centrally across engagements.

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CC6.1.4In Progress

Network Segmentation

Provide evidence that the network is segmented to prevent unauthorized access to customer data.

Uploaded Evidence

network-topology-diagram.pdf

1.8 MB

firewall-rule-sets.csv

340 KB

vlan-configuration-export.pdf

720 KB

production-subnet-acls.pdf

510 KB

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CC6.1.4Network SegmentationAI Generated

Objective

The network is segmented to prevent unauthorized access to customer data.

Test Performed

Inspected network configurations to determine that the network was segmented to prevent unauthorized access to customer data.

Evidence Examined

Network topology diagram, firewall rule sets, VLAN configuration export, access control lists (ACLs) for production subnets.

Results

No exceptions noted.

Generated from 4 approved evidence items

Last updated 2 minutes ago

Narrative Drafting

Generates structured testing narratives from approved evidence — objective, procedures, evidence examined, and results. Auditors refine and approve, not rewrite from scratch.

Report Synthesizer

Compiles tested controls, validated evidence, and approved narratives into a complete audit report. Executive summary, control details, and exception summaries — one click to PDF.

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Acme Corp — SOC 2 Type II Report

Audit Period: Jan 1 – Dec 31, 2025 · Generated Jan 5, 2026

Narratives Approved36 / 55
Report Sections
Executive SummaryReady
Management AssertionReady
System DescriptionReady
Trust Service CriteriaReady
Control EnvironmentReady
Tests of Controls (36/55)In Progress
Exception SummaryIn Progress

AI Evidence Coaching

When clients open an evidence request, they get AI-powered guidance specific to that control — not just “upload a file” but exactly where to find what’s needed. Reduces back-and-forth from days to minutes. Optional per engagement.

Structured Walkthroughs

AuditPilot auto-structures walkthroughs from control listings and evidence requests. The right person answers the right questions, and a capture tool maps evidence to controls in real time.

AI where you want it. Off where you don’t.

Every AI feature — evidence coaching, narrative drafting, report summaries — can be toggled off at the engagement level. Your firm stays in control of how much automation you use.

Ready to eliminate the busywork — and the burnout?

AuditPilot is currently in private beta. Join the waitlist to get early access.