Risk Suggestion Agent
AI that drafts engagement-specific risks from your financials, prior-year context and documents, so you start with precise risks ready for your review.
Key Benefits
Start Stronger, Faster
Begin with a focused set of engagement-specific risks, so managers spend less time gathering inputs and more time evaluating.
See the Full Picture
Analyze trial balances, ratios, prior-year risks and documents together, without piecing the file together by hand.
Focus on What Matters
Get a small set of specific, well-explained risks tied to real evidence, not long generic lists to sort through.
Keep Judgment in Control
Align to your firm risk library while your team accepts, edits or rejects every suggestion before it joins the engagement.
Product Overview
Risk Suggestion Agent brings frontier intelligenceinto audit planning. Grounded in current and prior-year financials, existingrisks and controls, and selected documents, it proposes risks for your team toreview before they are added.
Features
Caseware Verity reasons across trial balances, ratios, prior risks and controls, and documents like board minutes together.
Choose how many prior years to draw on, up to five, to spot cross-year trends and separate recurring risks from new ones.
Matched risks adopt your firm standard language, while new engagement-specific risks are clearly flagged as new.
Review each pending suggestion, then accept, edit or reject it before it is added to the engagement.
How to Get Started
- Open Risk Suggestion Agent
Select Suggest Risks under Risk in the Risks & controls tab. - Answer a Few Questions
Choose prior years and documents to include. - Verity Proposes Risks
Caseware Verity reasons over your engagement evidence. - Review Pending Suggestions
Review each suggested risk in Pending suggestions. - Accept, Edit or Reject
Accepted risks are added to the engagement.
Additional Resources
