Work in minutes, not hours with Caseware Verity Disclosure Checklist

Embedded in your engagement, Caseware Verity reads your financial statements and drafts checklist responses with the evidence attached, so your team starts at review, not a blank checklist.

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Caseware Verity is saving audit teams time at every stage of the engagement, from preparing and planning to evaluating and reporting.

85% time savings in select Prepare use cases
86% time savings in select Plan use cases
81% time savings in select Evaluate use cases
78% time savings in select Reporting use cases

Take the interactive tour and see the Caseware Verity Disclosure Checklist Agent in action.

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 Caseware Verity 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

AI-Drafted Checklist Responses

Reads your financial statements and drafts Yes, No, and N/A responses across the full checklist, with reasoning visible for every suggestion.

Screen showing DC-1 Investing and cash management procedures with equity method questions and answer options.
One-Click Cited Evidence

Every suggestion links to the exact source passage. One click to jump directly to the evidence, verify it and move on.

Document interface showing an AI suggestion for Investment Summary with evidence linked to page 2.
Disclosure Checklist Optimizer

Scopes your checklist by analyzing financials to flag which sections apply and which don't, so teams only work through relevant questions.

Upload your engagement documents interface with instructions, file upload field, and Start automation button.
Flexible Documentation Retention

Your firm controls what gets saved. Retain AI reasoning and citations in the file, or keep it clean with approved answers only.

Two panes: left shows financial table on lease payments; right shows disclosure checklist AI tool with Yes/No buttons.

How to Get Started

  1. Open
    Open the agent in your Cloud engagement.
  2. Select Financials
    Choose which financials to run against.
  3. Run
    Get a full first-pass draft in minutes.
  4. Review
    Open each answer.
  5. Approve
    Commit approved answers to the file.

Additional Resources

AI-drafted disclosures. Auditor-approved answers.

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