Documentation Index
Fetch the complete documentation index at: https://docs.auditynow.com/llms.txt
Use this file to discover all available pages before exploring further.
After selecting a plan, Audity walks you through a business-context wizard, a 5-step form that captures the information Audity uses to personalize your audit experience, reports, and lead recommendations.
The onboarding wizard runs once. After you complete it, you cannot re-run it. To update your firm details later, go to Dashboard → Settings → Business Context.
The 5 steps
Step 1, Attribution
Tell Audity how you heard about the platform. This information is used for internal tracking and does not affect your account configuration.
Step 2, Services
Describe the consulting services your firm offers. Audity uses this to contextualize audit results and tailor the language in generated deliverables to match your practice areas.
Step 3, Firm preview
Review a summary of your firm profile as Audity has constructed it from the information you have provided. Confirm the details are accurate before continuing.
Step 4, Ideal client
Define the profile of your ideal client, industry, company size, AI maturity baseline, or other criteria. Audity uses this to help surface and score leads that match your target market.
Step 5, Completion
Your firm profile is saved. Audity redirects you to the main dashboard, where you can create your first project.
Resuming an interrupted setup
If you close the wizard before completing it, Audity saves your progress. The next time you sign in, you are returned to the step where you left off. Complete all 5 steps to unlock the full platform.
Editing your firm profile later
Once onboarding is complete, navigate to Dashboard → Settings → Business Context to update any of the information you entered during the wizard.
Next step
With your firm profile complete, you are ready to run your first audit.
