Purpose-built agents for
every phase of the engagement
Verity Agents execute the most time-intensive work across the engagement lifecycle. From planning and risk assessment to evidence gathering and disclosure review, each agent operates directly within the workflow helping teams move faster, improve consistency and focus more time on professional judgement.
Prepare
Accelerate client acceptance, engagement setup, scoping and independence procedures with agents designed to reduce manual coordination and administrative effort.
Plan
Generate engagement-specific risk suggestions grounded in financial data, prior-year history, controls and supporting documents helping teams focus earlier on what matters most.
Evaluate
Reduce manual evidence preparation with agents that review documents, extract key information and support testing workflows directly inside the engagement.
Report
Streamline disclosure review and deliverable preparation with citation-backed suggestions and traceable AI-assisted outputs reviewers can validate with confidence.
Verity Agentic Suites
Intelligent agents purpose-built for audit’s most time-intensive tasks.
Automates disclosure checklist review against financial statements, generating citation-backed suggestions auditors can review, refine, accept or override directly within the engagement workflow.
- Reduces hours of manual disclosure cross-referencing
- Surfaces evidence-backed ‘Yes’, ‘No’ and ‘N/A’ suggestions
- Allows reviewers to validate responses directly from citations
- Embedded directly within the existing engagement workflow
Surfaces engagement-specific risk suggestions by synthesizing financial data, prior-year risks, controls, board minutes and supporting engagement context helping teams identify meaningful risks earlier and with greater consistency.
- Identifies meaningful risks beyond simple ratio fluctuations
- Connects financial anomalies to supporting engagement context
- Reduces noise with focused, review-ready risk suggestions
- Helps teams begin planning with stronger engagement awareness
Explore agent (Coming Soon)
Automates review and extraction of source documents directly into workpapers — reducing manual evidence gathering and shifting professional time from preparation to judgment.
- Automated document extraction
- Direct work paper integration
- Reduces manual evidence preparation
Explore agent (Coming Soon)
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