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Use Disclosure Checklist Agent

Disclosure Checklist Agent reads your client's financial statement and drafts answers to your disclosure checklist questions, with citations to the supporting passages in the document. You review each suggestion, verify the evidence, and approve or change the answer. See What is Disclosure Checklist Agent? for an overview of the feature.

Before you begin

Before running the automation, confirm the following:

  • You have a finalized PDF of your client's financial statement and the PDF is available in the Documents page of your engagement. The automation reads from the PDF you select. The automation assembles a list of all the PDFs in the engagement for you to select from. Ensure the PDF you select reflects the final, agreed version before running.

  • Your disclosure checklist is configured in the engagement and visible. The automation works against the disclosure checklist already set up in your engagement. Ensure the disclosure checklist optimizers have been completed so that the disclosure checklists are visible before running.

Run the automation

To run Disclosure Checklist Agent:

  1. Open your engagement.

  2. Navigate to a disclosure checklist in your engagement.

  3. Select the Verity (The Verity icon.) icon in the top right to open the Verity panel.

    The Verity panel open in the engagement sidebar, showing the Verity Disclosure Checklist Agent option.

  4. Select Verity Disclosure Checklist Agent. The Disclosure Checklist Automation view opens in full screen.

    The Verity Disclosure Checklist Agent full-screen dialog showing the checklist on the left and a How it works panel on the right, with the Financial Statements dropdown empty.

  5. In the Financial Statements dropdown, select the PDF financial statement you want to run the automation against. PDF documents already uploaded to your engagement are listed.

    The Financial Statements dropdown expanded, showing a PDF file available for selection.

  6. Select Start Automation. The automation begins processing. A progress indicator shows that the Disclosure Review agent is working through the checklist.

    The Disclosure Checklist Agent dialog with a financial statement selected and the Start Automation button highlighted.

  7. Wait for processing to complete. When the automation finishes, the right panel shows an Automation complete summary with the number of questions analyzed and suggestions drafted.

    The Automation complete panel showing 209 questions analyzed across 3 checklists and 206 suggestions drafted, with a Start reviewing button and keyboard shortcut reference.

  8. Select Start reviewing to begin your review of the Disclosure Review agent's suggestions. The document panel on the right shows the financial statement PDF.

You can run the automation up to three times per engagement. Select the Rerun icon to do so.

The Disclosure Checklist Agent header bar showing the checklist dropdown and the Rerun icon.

If your financial statement changes after you run the automation, select the updated PDF and run again.

Review suggestions

The checklist panel shows your disclosure checklist organized by section. For each question, the Disclosure Review agent displays:

  • The suggested answer — Yes, No, or N/A

  • The reasoning behind the suggestion

  • Citation pills linking to the supporting passages in the financial statement PDF

To review a suggestion:

  1. Read the suggested answer and the reasoning provided.

  2. Select a citation pill to navigate to the supporting passage in the financial statement. The PDF viewer scrolls to the relevant page and highlights the cited text so you can verify the evidence directly.

    The split-pane review view showing a checklist question on the left with a suggestion and evidence citation pill, and the financial statement PDF open on the right with the relevant passage visible.

  3. If the suggestion and evidence are correct, select the suggested answer to accept it. The suggestion status updates to Accepted.

    A checklist question with the No answer column highlighted in blue and an Accepted suggestion badge shown below the question.

  4. If the suggestion is incorrect, select a different answer. The suggestion status updates to Rejected and your chosen answer is saved.

    A checklist question with the Yes answer column selected and a Rejected suggestion badge shown, indicating the user overrode the agent's suggestion.

  5. If a question is flagged as requiring manual review — because the agent could not find sufficient evidence to suggest an answer with confidence — review the question and enter your answer directly.

You can use keyboard navigation to work through suggestions efficiently. Use the arrow keys to move between questions, press 1, 2, or 3 to select an answer option, and press Enter to accept the suggested answer.

Give feedback on suggestions

You can give feedback on individual suggestions to help improve the accuracy of the Disclosure Review agent over time.

To give feedback on a suggestion:

  • Select the thumbs-up (Thumbs-up icon.) icon if the suggestion was accurate and useful.

  • Select the thumbs-down (Thumbs-down icon.) icon if the suggestion was inaccurate or unhelpful. A feedback dialog opens — select the issue category that best describes the problem, add any additional comments, and select Send.

After review

Once you have reviewed all suggestions in a section, you can approve the entire section at once by selecting Accept section suggestions. This saves all accepted answers for the section in a single step.

The Disclosure Checklist Agent section header showing the Accept section suggestions button highlighted.

Only answers you have approved are saved to your engagement file. The Disclosure Review agent's reasoning and citations are available during your review session.