Run every audit season with confidence
From annual planning campaigns to ISQM-1 compliance and engagement margin, Napta gives audit leaders the operational control and financial visibility their organisation needs.
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The impact our
Audit clients experience
Professional services firms are transforming under real pressure: on margins, on metrics, on skills. Napta helps them outperform, not just keep pace.
Highly efficient planning process
Real-time financial management
ISQM-1 compliance at all time
Keeping your planning
campaigns under control
Built for the complexity and specificities of each professional services organisation
Certification checks, resource planning and rotation constraints: all embedded in Napta. Every action is logged, timestamped, and exportable, so your firm is always ready for a quality review.
Engineered for business outcomes, not just planning.
Every suggestion Napta makes comes with a rational explanation. No black box: your team sees exactly why a recommendation is made and stays in control of every final decision.
Napta advises. You decide.
Audit firms don't all work the same way. Napta adapts to your validation workflows, your grading structure, and your planning cycles, without imposing a rigid model on how your practice operates.
A platform built to advise and trusted to deliver.
Napta is designed around the way audit engagements are built, planned, and delivered. Lead your next planning campaign with the level of compliance and financial control you can trust.
Build your next planning
campaign from the last one
Audit season preparation is the most time-intensive period for your teams. With Napta, you can automate the roll-forward of last engagements and the adaptation to new requirements. Your team spends less time copy/pasting and more time making decisions that matter.
- Smart roll-forward from prior-season campaigns with configurable business rules
- Custom multi-level validation workflows
- AI-generated planning possibilities with our Scenario Architect
- Billable vs. non-billable tracking at period and engagement level
Adapt as fast as
the plans change
Engagements can shift once the season is underway: absences, scope changes, last-minute additions. Keep your full campaign picture up-to-date and surface disruptions the moment they appear, with suggested reassignments your team can act on.
- Conflict detection across the full engagement portfolio, with root-cause display
- Pre-booking and simulation to test team compositions before committing
- Modification requests workflow for adjustments with notification chain
- Cross-practice and cross-geography staffing visibility in a single view
Monitor and impact your margin
at every step of the season
Audit margin is won or lost in the decisions made during the season. Protect your margin rates along the way with a continuous view of where each engagement stands financially. The right corrections happen early enough to matter.
- Forecast vs. actuals engagement-level margin tracking
- Graded cost and billing rates by seniority, geography, and practice area
- Global financial report across the portfolio
- Custom KPI dashboards configurable per your firm's economic model
Staff every engagement
with confidence and proof
Assignment requires verified certifications, ISQM-1 compliance, and rotation constraints, all documented and explainable. With Napta, these checks are covered for every planning action, so quality is built in.
- Structured skills repository aligned to ISQM1 and sector-specific requirements
- Certification tracking with expiry alerts and renewal workflows
- Audit trail on every allocation decision, timestamped and exportable
- Skills similarity engine to surface qualified profiles
From data-steering to decision making
Skills Hub
Turn Your Workforce into a Dynamic Inventory of Governed & AI-Deduced Capabilities
Matching Engine
Find the right profile before the competition reacts. RFP analysis, profile matching, client-ready CVs.
Allocation Workflows
Manage requests, validate assignments, simulate scenarios from client demand to confirmed resource booking.
Ressource Optimisation
Adapt your allocation plan, balance capacity, track utilisation and use AI to resolve conflicts on a daily basis.
Financial Monitoring
Track project KPIs in real time and proactively adjust your budget to maximise margin across your firm.
Business Intelligence
Turn operational data into strategic decisions by building all the report and analysis your need to steer your business.
One platform that speaks everyone's language
From the director steering profitability to the resource manager juggling requests, Napta adapts to how every role in your firm works.
Partners Audit
Ensure ISQM-1 compliance without chasing after your operational team. Planning campaigns are traceable and built around your company’s quality standards.
Resource Managers
Run your planning campaign in a few weeks and keep your entire portfolio up to date with every change.
Engagement Managers
Request resources, report changes and track your mission’s margin without changing tools.
Sales / Business Managers
Complex planning campaigns, ISQM-1 compliance, financial monitoring of engagements: an intelligent, easy way to plan the year ahead.
Connects seamlessly with your existing IT system.
Napta is made to easily communicate with your entire IT system.
Providing continuous sychronisation to ensure our zero friction policy.
“Napta consistently shows flexibility, adapting the platform to the realities of our business and demonstrating a strong commitment to continuous system improvement.”
“Napta centralises, accelerates, and simplifies. It is a tool that allows us to plan more intelligently.”
“The support we received throughout the project was excellent; both the format and the content allowed us to progress efficiently during the implementation phase. Regular progress meetings and the responsiveness of the Napta team enabled us to complete this large-scale project with confidence.”
“Our firm chose Napta because the tool is highly intuitive and easy to navigate, which gave us confidence that it would deliver a strong user experience for our teams. The key differentiator for us was Napta’s high level of configurability, allowing us to tailor the tool to our specific resourcing needs and ways of working.”
“Napta basically helps us to keep track of our employee utilization. It is also a smart tool for staffing, as it allows API interfaces and reduces manual workload when assigning projects.”
“Alongside the positive experiences reported across the BDO network with Napta, it clearly emerged as a strong fit for our needs, combining a cutting edge tool with simplicity and ease of use.”
“Napta is a turnkey solution with extensive customization options. Our regular contact with their teams allows us to quickly adapt our Napta system to our company's specific needs.”
“We moved from flying blind to flying with a full set of instruments. Napta provides us with visibility we never had before.”
Napta basically helps us to keep track of our employee utilization. It is also a smart tool for staffing, as it allows API interfaces and reduces manual workload when assigning projects.
Napta is a turnkey solution with extensive customization options. Our regular contact with their teams allows us to quickly adapt our Napta system to our company's specific needs.
Napta centralises, accelerates, and simplifies. It is a tool that allows us to plan more intelligently.
The support we received throughout the project was excellent; both the format and the content allowed us to progress efficiently during the implementation phase. Regular progress meetings and the responsiveness of the Napta team enabled us to complete this large-scale project with confidence.
We moved from flying blind to flying with a full set of instruments. Napta provides us with visibility we never had before.
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Napta consistently shows flexibility, adapting the platform to the realities of our business and demonstrating a strong commitment to continuous system improvement.
Alongside the positive experiences reported across the BDO network with Napta, it clearly emerged as a strong fit for our needs, combining a cutting edge tool with simplicity and ease of use.
Our firm chose Napta because the tool is highly intuitive and easy to navigate, which gave us confidence that it would deliver a strong user experience for our teams. The key differentiator for us was Napta’s high level of configurability, allowing us to tailor the tool to our specific resourcing needs and ways of working.
Their results speak for themselves.
What we changed in our clients daily organisation.
Forvis Mazars France x Napta
We chose Napta because we greatly appreciated the quality of the collaboration. Their ability to adapt to the specific needs of each business line and to be proactive in offering solutions was a real differentiating factor.
Grant Thornton France x Napta
The goal with Napta was to break down silos in our staffing processes, enabling offices to mobilize staff from other offices. Napta helps us identify off-site staff with the right skills and availability.
Palo IT x Napta
Learn how Palo IT harmonised its global staffing processes thanks to Napta, gaining visibility, efficiency, and profitability across its entities.
Turn resource management into the best business outcomes
A 100% free and no-commitment meeting to understand what Napta can help you with.
We do not serve the sector, we shape it
Sector benchmarks, practical guides, exclusive reports:
Napta resources to help you decide with the right figures.
