Meet Caseware Verity for Excel: engagement-aware AI, built into the audit workpaper

Auditors deal in evidence, not promises. That's the standard Caseware Verity for Excel is built to meet.

Caseware Verity is the AI platform putting engagement-aware automation to work at accounting firms around the world. From day one, it has been designed to reduce manual preparation, preserve context and keep its process visible, leaving the professional in control of the conclusion.  

With engagement context and firm methodology awareness, Caseware Verity helps teams produce consistent, defensible outputs at scale, engagement after engagement.

Now, as recently unveiled at CwX Germany, Caseware is taking the next step: introducing Caseware Verity for Excel, an AI agent purpose-built to accelerate testing and documentation directly inside your team’s workpapers.

Caseware Verity for Excel focuses on three practical outcomes: faster workpaper builds, clearer audit trails and cross-source reconciliation, all from a single prompt.

From blank tab to structured workpaper in minutes

Open a blank Excel worksheet and select the Caseware Verity button from the ribbon. The Excel agent is live within the sheet: no switching tabs, no exporting, no starting from scratch.

Next, you can prompt Caseware Verity for Excel to build a new workpaper. It reads your engagement’s audit program, identifies the required procedures based on your risk assessment and builds the workpaper structure and testing steps directly in the active tab.

The result: a blank tab becomes a structured, ready-to-work workpaper in a fraction of the time it used to take, tailored to the engagement. Live links to the engagement file ensure your team has the up-to-date information they need.  

That's less time building the workpaper and more time on the work.

Populate workpapers with source visibility

Our Excel agent doesn't just build structure; it fills in the details. Pull trial balance data, materiality, samples, procedures and supporting documents into the worksheet without searching or copy-pasting. Because it understands the engagement context, it populates figures where they belong, ready for auditor review.  

Your team is not typing figures in from a PDF or chasing numbers across tabs and applications. They’re verifying populated work, with a clear audit trail showing where each figure came from.

That means faster review cycles and less time spent tracing figures back to source material.

From one prompt to a reconciliation-ready workpaper

This matters most in complex testing. Caseware Verity for Excel can work across tabs from a single prompt, pulling line-item detail from source material and surfacing trends, variances or items that may need attention. The auditor can then review, refine or reject suggestions before they're applied, reconciling it all into one defensible workpaper.

What used to require manual cross-checking becomes a coordinated review. It cuts documentation time while keeping your team in control and the outputs audit-ready.  

The outcome is a workpaper that’s faster to prepare, easier to review and defensible under scrutiny.

The platform behind the agent

Caseware Verity for Excel isn't a bolt-on tool. It's a natural extension of what Caseware Verity is already built to do: bring engagement-aware AI – grounded in firm methodology and the engagement's own data – into the platform where audit teams work.

As Caseware Verity evolves, our Excel agent shows what AI for audit and assurance can look like. Instead of abstract capability, Caseware Verity delivers concrete time savings on the repetitive tasks that eat into an auditor's day.  

Faster workpaper builds. Clearer audit trails. Cross-source analysis. That’s the value of AI that grows with the profession.

Caseware Verity for Excel turns blank tabs into structured workpapers, extracts and reconciles data across your engagement sources, and does it all without leaving the sheet. And we’ll keep developing the agents that auditors need in Caseware Verity to meet you where you are in the work.

Ready to see it firsthand? Schedule a personalized walkthrough to explore how engagement-aware AI can support your firm's workflows.

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