Smarter
Understands your work
AI that sees the full engagement, not just isolated tasks.
- Contextual reasoning
- Engagement-aware
Caseware Intelligence—Built for what comes next.
AI that works
inside the
engagement,
not around it.
Embedded directly in your workflow and powered by frontier intelligence, Caseware is purpose-built for audit and financial reporting—with the domain expertise to understand your work, the governed architecture to protect it and the openness to extend it.
Not an assistant. Superintelligence for your engagement.
Context-aware. Methodology-driven. Execution-ready.
Your trusted engagement navigator
Caseware Verity
Harness the power of frontier AI models directly in your workflow
Understand. Guide. Act. Caseware Verity operates within your engagement and across the full assurance workflow. Caseware Verity understands context and applies your firm's methodology helping you to efficiently navigate complexity.
The Caseware Verity Agentic Suites
Purpose-built agents for
every phase of the engagement
From preparation to reporting, Caseware Agents perform real work across every stage automating tasks, generating outputs and accelerating delivery.
01
Prepare
Client acceptance, scoping and independence checks.
Prepare Agent Suite
Data & Ingestion Mapping Agent*
Account Assignment Agent*
GL Import Agent*
Account Assignment Agent*
GL Import Agent*
02
Plan
Risk assessment, materiality and strategy
PLAN Agent Suite
Risk Suggestion Agent
03
Evaluate
Testing, sampling and workpaper generation.
evaluate Agent Suite
Document Intelligent Agent
Controls Testing Agent*
Revenue Recognition Agent*
Controls Testing Agent*
Revenue Recognition Agent*
04
Report
Review, sign-off and deliverable assembly.
report Agent Suite
Disclosure Checklist Agent
Notes & Disclosures Agent* Visualization Agent*
XBRL Tagging Agent*
F/S Formatting Agent*
Notes & Disclosures Agent* Visualization Agent*
XBRL Tagging Agent*
F/S Formatting Agent*
*Coming soon
The Caseware AI Platform
The system of record for modern engagements.
A fully governed, end-to-end platform where intelligence and agents operate directly inside the workflows your firm already trusts. Architected to be a platform that firms build on.
Smarter
Understands your work
AI that sees the full engagement - not just isolated tasks.
Contextual reasoning
Engagement-aware
More powerful
executes your methodology
Automation built directly into your firm’s standards
Methodology-native
Tasks performed inside the workflow
Composable
extends across your ecosystem
Connects seamlessly to the tools your firm already uses
API-first
Agent-to-agent
MCP-ready
Foundation
Governed
Governed
AI
Defensibility
Every AI-assisted decision is reviewable, explainable, defensible - with context preserved and authority always explicit
AI at scale
Proven at every audit
AI is easy to demo. Hard to deliver ROI at scale. Caseware does both. Driving measurable outcomes across engagements worldwide.
Real results from Al operating at scale
107-167 hrs
Total AI time savings per engagement, without losing quality
35-50%
Evidence collection time reduced
25%
AI savings in planning stages
4 stages
AI coverage across full audit lifecycle
Chosen by the profession
Trusted by the world.
23k+ Organizations
475k Users
130 Countries
35 Years + Domain Depth
The top audit and accounting firms work with us at the intersection of modern intelligence and legacy expertise.
Expert recommended.
Globally integrated.
Trusted by the firms shaping the future of audit.
"We needed the tools to be right
there — in the platform, in the
workflow, and safe. With Verity,
our teams went from hours to
minutes. That's the shift.”
there — in the platform, in the
workflow, and safe. With Verity,
our teams went from hours to
minutes. That's the shift.”
Jessica Estrella
Partner, EisnerAmper
