Caseware Verity: the AI that works inside the engagement

Learn how Caseware Verity saves audit teams time at every stage of the engagement.

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Synopsis

General-purpose AI tools have no access to your engagements. Caseware Verity is different. It's built into Caseware Cloud, so it's able to work inside your engagements. Before it answers, it reasons over the trial balance, financial statements, logged risks, controls, materiality and engagement documents. Outputs carry a citation back to their sources, and nothing enters the file until a person reviews it.

This whitepaper covers how Caseware Verity is built, examples of what its agentic suites do, and what benefits firms are seeing in live engagements.

Inside, you’ll find:

  • Where the profession stands: What more than 1,000 audit and accounting decision-makers told IDC about their use of AI.
  • Why general-purpose tools fall short: Two gaps that no amount of prompting closes.
  • How Caseware Verity works: Four principles: engagement-aware guidance, governance built in, reviewable outputs and human judgment in charge.
  • The Agentic Suites: Agents scoped to workflows across Prepare, Plan, Evaluate and Report.
  • Measurable impact: Early time savings of ~85 percent in select Prepare use cases, ~86 percent in Plan, ~81 percent in Evaluate and ~78 percent in Reporting.

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