Solutions · Consultants & Auditors

Advise and review from the same record your clients work in.

Clients grant your consultancy controlled access to their ErgOps results. You see summaries, export what you need for reporting or assurance support, and review evidence — without edit rights and without mixing client data.

Access is granted and revoked by each client. Every grant and revocation is recorded.

Framework readiness

The challenge

Consulting work starts with collecting what already exists

Data arrives by attachment

Every engagement begins with spreadsheets and documents sent back and forth.

Versions drift

Your copy and the client's copy stop matching after the first round of changes.

Evidence is hard to trust

Without a review trail it's unclear which documents were checked, by whom and when.

What ErgOps gives advisors

A controlled window into each client

Consultant workspace

See every client that granted access, with industry, ESG Score, critical issues, reports due and your open tasks.

  • Read and export only — no edits in client workspaces
  • Each client's data stays separate

Client-controlled access

An Organization Manager at the client grants access at the level they choose, with an optional expiry.

  • Revocation takes effect immediately
  • Grants and revocations are recorded

Readiness and evidence

Work from the same controls, checks and evidence the client uses for framework readiness.

  • Evidence decisions recorded with comments
  • A client's own team cannot approve its own evidence

Professional credentials

Build and demonstrate expertise with ErgOps Academy courses and professional certifications.

  • Carbon accounting, GHG inventory, PCF, Scope 3 and CBAM tracks
  • Publicly verifiable credentials

How it works

Start a client engagement

01

Client grants access

The client's Organization Manager chooses your consultancy and an access level.

02

Review the picture

See summaries, critical issues and readiness in your workspace.

03

Export what you need

Pull reporting or assurance packages within your access level.

FAQ

Frequently asked questions

Work from your clients' live record

Tell us about your practice and we'll set up your consultancy workspace.

Email Us

In the first meeting, we map your data sources, priority goals and review workflow.