What is the Engagement Review Agent?

The Engagement Review Agent brings Caseware Verity into the review workflow of Cloud engagements. You can launch a review from an engagement phase or directly through Verity, and Verity cross-checks the engagement and reports evidence-backed findings.

It compares amounts, dates, responses and conclusions within and across workpapers, and it recalculates supported figures. Before it keeps a finding, it considers alternative explanations such as a later conclusion or an existing review note. The goal is to give you a consistent starting point, so you can spend your time resolving real issues.

You choose the scope: the entire engagement, selected phases or specific workpapers. Verity delivers one report. Each finding links to its source workpaper and includes a recommended follow-up.

Every item in the report is a prompt for your independent review. The agent doesn't edit workpapers, declare an engagement ready for sign-off or replace auditor judgment.

For a step-by-step walkthrough, see Use the Engagement Review Agent.

For additional support, see Engagement Review Agent FAQ.

Prerequisites

• Your firm must have Caseware Verity licensed and enabled. There is no separate add-in to install.

• You must be in a Cloud engagement. (Currently, the Engagement Review Agent is only available in OnPoint Audit.)