Use case · Audit teams

How Astrid runs audit season's inbox with Pidgy.

Astrid manages audits across a 40-person practice. Every engagement's requests, evidence and deadlines arrive by email. This is how Pidgy flies for her.

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Works with Gmail & Outlook Data stays in the EU
Assistant to
Astrid Pidgy, the AI email assistant, holding a task list
pidgy · Astrid's engagement overview
🔍  Search clients… All clients Waiting on client
Corvus Logistics · FY25 audit
Collecting PBC
7 items open · reminder drafted
Aldergrove Foods · FY25 audit
In fieldwork
Interim memo Fri
Bexley Health · interim review
Collecting PBC
Waiting on client
Marlin Freight · FY24 audit
Signed
Filed ✓
12 engagements · 3 waiting on PBC items · 2 deadlines this week

Where audit season leaks time.

6h

Chasing PBC items

Every week of busy season. Trial balances, confirmations, count sheets: requested once, then chased across three reminder rounds.

A real Friday email"Hi Hana, friendly reminder nr. 3: 7 items are still open on the request list for the FY25 audit…"
31

Open requests found on day one

Across the team's engagements: items asked for in threads, tracked nowhere, living in individual memories.

Buried in a thread"…and while you're at it, could we also get the June bank statements?"
2h

Sunday status archaeology

Rebuilding the outstanding-items status for Monday's team call, engagement by engagement, from the inbox.

Astrid, before Pidgy"Half of fieldwork was finding out what we were still missing."
The PBC list, handled

Pidgy, on the engagement.

01 · per engagement

The PBC list, live.

Every engagement shows its outstanding requests with owner, age, and status. One list, always current, instead of an Excel file with a version number nobody trusts.

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Engagements
Corvus Logistics · FY25
4 docs · 12 emails · 3 open tasks
64%
Aldergrove Foods · FY25
2 docs · 7 emails · 1 open task
38%
Bexley Health · interim
6 docs · 4 emails · 2 open tasks
82%
Marlin Freight · FY24
8 docs · 23 emails · all done
100%
02 · automatic

Client replies become audit to-dos.

Hana's answer lands, the open items tick off, and the follow-on work is created with a deadline, delegated to the senior in one click. Nothing depends on Astrid re-reading the thread.

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Inbox
SL
Hana Berg
2 min ago
Re: FY25 audit, PBC list

Hi Astrid, thanks for the updated list. We can have the trial balance ready by May 2nd.

Could you send us the confirmation templates? High priority.

Priority detected. Tasks ranked & delegated.
Today, by priority
Send confirmation templates · Corvus
TodayFrom email
Review bank recs · Corvus
Due May 2Delegated · Jonas
Test revenue cutoff · Corvus
Due Apr 30
Prep the closing memo
Due May 5
2 to-dos created · 1 auto-delegated
03 · the daily sweep

Outstanding items chase themselves.

Pidgy shows which requests have gone quiet and how long, with a reminder drafted in Astrid's voice for each. Tone picked, word tweaked, sent. Seven open items chased before the standup.

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Waiting on others 3 waiting
HB
Re: PBC items (7 outstanding)
Hana Berg · waiting 6 days
6d
IK
Re: Bank confirmation
Ines Kolar · waiting 9 days
9d
SA
Re: Inventory count sheets
Sven Aas · waiting 3 days
3d
Pidgy drafted a follow-up
Hi Hana, quick nudge from our side: 7 items are still open on the FY25 request list. You can add them via your secure link. Happy to walk through any of them.
Follow-up sent
04 · no more attachments

Evidence arrives via magic link.

The client gets one secure link, no login, no account: their own request list with what's needed and by when, upload in place. Sensitive evidence stops travelling as email attachments.

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In your client's inbox
PO
Astrid's team via Pidgy
to h.berg@corvuslogistics.com
Mon 09:01
3 items still open on your request list
Good morning Hana,
A short list is waiting for you below. Upload in place, no account needed. It takes about two minutes.
↩ Reply↪ Forward
Corvus Logistics · your request list
3 items · shared by Astrid's team
Trial balance FY25 (open)Upload
Bank confirmationsUpload
Inventory count sheetsReceived ✓
Evidence received · zero email attachments
05 · fieldwork

Fieldwork weeks, planned.

Requests, reviews and site days get dragged into calendar blocks before the team is on location. Fieldwork starts with evidence on the table instead of inbox archaeology.

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This week
9101112
Mon
Standup
Tue
Client call
Wed
Review · bank recs
Thu
Reading
Fri
Deadline
Today · 4 tasks
✉Review the bank reconciliationsest. 1 h · due FriReply
✉Finalize the audit planest. 6 min · due tomorrowSign
✉Pay invoice 2026-0418est. 3 min · due FriPay
+Prep the closing memoest. 45 min · due MonYou
Wed · 10:00 → 11:00
Duration
Deadline
Fri · May 23
Remind me 15 min before
Added · Wed 10:00, deadline Fri

Astrid's first season.

6.5h

per auditor per week back during busy season

31

open requests recovered from the team's inboxes on day one

0

PBC items lost track of since the list moved to Pidgy

40s

to send a chase email that used to take 40 minutes

"The request list finally lives outside the inbox. Fieldwork starts with evidence, not archaeology."

Astrid · audit manager, 40-person practice · composite of Pidgy's pilot firms

Frequently asked questions.

How does Pidgy connect to our email?+
Pidgy connects to Gmail and Outlook with read access per mailbox. It extracts requests, deadlines, and client commitments into the engagement overview. Nothing is sent without your say.
Is it appropriate for audit evidence?+
Data stays in the EU, processing is GDPR-compliant, and access is scoped per mailbox. The magic link moves evidence out of email attachments into a tracked, per-client list.
Does it survive busy season?+
That's when it earns its keep. Pidgy triages while the team is in fieldwork, keeps every engagement's outstanding list current, and holds a chase draft ready for each open item.
Do clients need an account?+
No. Clients get a secure magic link that opens their own request list: what's needed, by when, upload in place. No login, no password, no new tool to roll out.
What does it cost?+
Simple monthly pricing per mailbox, announced at launch. We onboard from the waitlist in order, so early joiners fly first.

Want your own prize-winning assistant?

Pidgy onboards from the waitlist, in order. Join now and you're at the front of the loft when the doors open.

First in loft, first served No spam, we're the anti-email-volume company

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