Disclosure Checklist Agent
Automate disclosure checklists inside your engagement. AI drafts anchored answers in minutes, so teams review with confidence.
Key Benefits
Efficiencies Unlocked
Disclosure checklists that once took hours get done in minutes, freeing your team for the work that needs real judgment.
Evidence on Demand
Every drafted answer links to the exact passage in your financial statements, so you can verify evidence with a single click.
Consistent Quality
Junior staff find evidence-backed answers on their own, so senior reviewers stay focused on decisions that actually need them.
Confident Sign-Off
Approve what you know is right, flag what needs a closer look and commit answers you can stand behind to the engagement file.
Product Overview
The Disclosure Checklist Agent works inside your Caseware engagement. Select financial statements within your engagement and get AI-drafted answers across the full checklist, each backed by cited evidence your team can review and approve without leaving the platform. Only available in the US.
Features
Reads your financial statements and drafts Yes, No, and N/A responses across the full checklist, with reasoning visible for every suggestion.
Every suggestion links to the exact source passage. One click to jump directly to the evidence, verify it and move on.
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Scopes your checklist by analyzing financials to flag which sections apply and which don't, so teams only work through relevant questions.
Your firm controls what gets saved. Retain AI reasoning and citations in the file, or keep it clean with approved answers only.
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How to Get Started
- Open
Open the agent in your Cloud engagement. - Select Financials
Choose which financials to run against. - Run
Get a full first-pass draft in minutes. - Review
Open each answer. - Approve
Commit approved answers to the file.
Additional Resources
