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What is Caseware Verity?

Caseware Verity is an AI assistant built into Caseware Cloud engagements. It answers questions grounded in the specific engagement you are working on — drawing from your engagement data, your firm's methodology, and authoritative standards — so you get relevant, cited answers without leaving the file.

Verity is read-only. It surfaces information and supports your decision-making, but does not make changes to your engagement.

For information on setting up and using Verity, see Get started with Verity.

How Verity answers questions

Every response Verity gives draws from up to three sources, depending on what you ask:

  • Your engagement — Verity reads your live engagement data in real time, including checklists, financial statements, trial balance, risks and controls, materiality, adjustments, issues, engagement properties, and uploaded PDFs.

  • Your firm's knowledge bases — If your firm has uploaded methodology, procedures, or guidance, Verity draws from those when relevant. Firm administrators set up and manage knowledge bases in Settings. See Create firm-managed knowledge bases.

  • Authoritative standards — Verity draws from Caseware-published knowledge bases, including AICPA authoritative standards for US engagements.

Verity determines which sources are relevant to your question automatically. Every response includes citations so you can verify the source of each answer.

Example of a citation of source material.

What Verity can help with

Verity is most useful when you would otherwise look something up in firm guidance, search an external source, or ask a senior colleague. It handles two kinds of tasks: retrieving specific information from your engagement or authoritative sources, and cross-referencing information across multiple parts of the engagement to surface inconsistencies, gaps, or patterns.

Looking things up

  • What a standard requires for a specific area — for example, documentation requirements for IT general controls or going concern indicators

  • What materiality threshold is set on this engagement and how it was calculated

  • What your firm's methodology or published guidance says about a technical accounting area

  • Key points from an uploaded document, such as a client-provided controls memo or board minutes

  • Which procedures are open and what they require before the engagement can be completed

Cross-referencing and reviewing

  • Whether trial balance accounts with significant movement from the prior period have documented explanations — including cross-account relationships, not just individual variances

  • Whether the risk assessments documented in the engagement align with the procedures and checklist responses on file

  • Whether commitments or decisions in the board minutes appear to have corresponding audit support

  • A summary of the significant areas of this engagement, with a flag on anything that looks incomplete or inconsistent before wrap-up

  • Whether the documented procedures and evidence in a specific area are sufficient relative to the identified risks

For examples by audit phase, see Ask Verity questions.

What Verity does not do

Verity does not make changes to your engagement. It does not write to checklists, risks, financial statements, or any other engagement content. Everything Verity produces is a response in the chat panel for your review — you decide what to do with it.

Verity does not replace professional judgment. It surfaces information to support your decisions, but responsibility for conclusions and documentation remains with you.

Verity and AiDA

Verity is the next generation of Caseware AiDA. Caseware AiDA remains available during the transition period; firms will be upgraded to Verity on a rolling basis. AiDA will be deprecated once the transition is complete.

Availability

Verity is available to Caseware Cloud firms. Access is enabled on a per-user basis by a firm administrator. See Enable access to Caseware Verity. To request access to Verity, see Verity Demo Request.

For AI assistance in Working Papers, see Get started with Caseware AiDA (Working Papers).

Your data and privacy

Verity operates within your Caseware Cloud environment. Your firm's data is not used to train AI models, is not shared between firms, and does not leave your Caseware Cloud environment.

Chats are scoped to you and your engagement. Other users in your firm cannot see your threads.

For answers to common questions, see Verity FAQ.

What is Caseware Verity? | Caseware Docs