Introducing Disclosure Checklist Agent — Market release

Disclosure Checklist Agent is an AI-powered feature built into engagements in that automates the evidence-gathering and answer-drafting stages of disclosure checklist review.

Completing a disclosure checklist manually means reading through a financial statement, cross-referencing hundreds of questions, and documenting conclusions — a process that typically takes several hours per engagement. Disclosure Checklist Automation handles the evidence-gathering and drafting work, returning suggested answers with citations to the supporting passages so you can focus on verification and approval.

By shifting the time-intensive cross-referencing work to the Disclosure Review agent, teams can move through disclosure checklists faster, with greater consistency and with evidence for every answer already at hand.

Key capabilities in the Disclosure Checklist Automation market release

Evidence-backed suggestions with one-click citations

The Disclosure Review agent reads your client's financial statement and drafts a Yes, No, or N/A answer for each question in your disclosure checklist. Every suggestion includes plain-language reasoning and a citation pill that navigates the PDF viewer directly to the supporting passage. You verify the evidence with one click rather than searching manually through the document.

Auditor review and approval

Disclosure Checklist Automation is a review and verification tool, not an autonomous completion tool. You work through each suggested answer, confirm the evidence is correct, and accept or change the response. Where the Disclosure Review agent cannot find sufficient evidence to make a confident suggestion, it flags the question for your professional judgment rather than guessing. Only answers you approve are saved to your engagement file.

Native to your engagement workflow

Disclosure Checklist Automation runs inside your engagement — where your checklists, financial data, and documents already live. There is no export step, no separate tool to manage, and no reconciliation between systems. Select your financial statement PDF, run the automation, and review suggestions within the same engagement environment.

The review interface is designed for speed across high-volume checklists. Keyboard shortcuts let you move between questions, select answer options, and accept suggestions without switching between mouse and keyboard. You can also approve all accepted answers in a section at once, reducing the time spent on questions where the suggestion and evidence are clearly correct.

Availability

Disclosure Checklist Agent is not available to all users. Access depends on your firm's configuration and licensing. To request access to Disclosure Checklist Agent, contact your Caseware account manager. Support for additional solutions and accounting frameworks — including UK FRS 102, Australian AASB, and Canadian ASPE — is coming in 2026. For more information, see What is Disclosure Checklist Automation? and Use Disclosure Checklist Automation.