SOC 1 · SOC 2 Type I · SOC 2 Type II

Compliance audits, streamlined

AuditPilot connects auditors, clients, and administrators in one platform. Collect evidence, generate narratives with AI, and compile reports — without the spreadsheets and email chains.

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Controls

48

Submitted

31

Approved

24

Pending

17

ControlAssigneeStatusDue
CC6.1Sarah M.ApprovedMar 15
CC6.2James T.SubmittedMar 18
CC7.1Sarah M.SubmittedMar 20
CC8.1Mike R.PendingMar 25

From engagement to report in five steps

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

Generate 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 feature maps to a real step in the audit lifecycle — evidence collection, testing, narrative generation, collaboration, and reporting.

Evidence Collection

Clients submit text explanations and file uploads through a guided portal. Built-in validation and AI feedback ensure submissions are complete before auditor review.

AI Narrative Generation

Automatically draft control testing narratives from approved evidence. Four structured sections — objective, procedures, evidence examined, and results — ready for auditor sign-off.

Report Compilation

Once narratives are approved, compile the full audit report and export a professional PDF. Executive summary, control details, and audit period — all in one click.

Real-Time Collaboration

Threaded conversations between auditors and clients, @mentions, internal auditor notes, and in-app notifications keep everyone aligned without email chains.

Evidence Reuse

Link previously approved evidence to new engagements. Recurring controls across clients don't need fresh submissions — saving time on repeat audits.

Role-Based Access

Admins manage engagements and teams. Auditors review evidence and approve narratives. Clients only see their own assigned controls. Row-level security throughout.

One platform, three portals

Admins, auditors, and clients each get a purpose-built experience — with permissions enforced at every layer.

Admins

  • Create and configure engagements
  • Bulk import controls from CSV
  • Assign auditors and invite clients
  • Track request status across all engagements

Auditors

  • Review and approve evidence submissions
  • Generate AI-powered control narratives
  • Add internal notes and @mention teammates
  • Compile and export PDF audit reports

Clients

  • View assigned controls and due dates
  • Submit text explanations and file uploads
  • Chat with an AI coach for guidance
  • Track submission status in real time

Ready to modernize your audit workflow?

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