Caseware Verity for Excel: workpapers with the engagement built in
Procedures, trial balance data and supporting documents, all in one place. Prepare, review and complete without leaving the sheet.
Key Benefits
Build Workpapers Faster
Shorten workpaper setup so teams can spend less time preparing workpapers, freeing up time for applying professional judgment.
Cut Search and Rekeying
Stay focused in one familiar workspace, with less tab switching, information hunting and manual data entry.
Catch Gaps Earlier
Surface missing details and inconsistencies while work is underway, before they become late-stage review notes.
Keep Judgment in Control
Delegate repeatable work with confidence while practitioners retain accountability for the final workpaper.
Product Overview
Caseware Verity for Excel brings frontier intelligence directly into your audit workpapers. Grounded in the full context of the connected engagement, it helps your team direct multi-step workpaper tasks, assess results and review proposed workbook changes before they are applied.
How to Get Started
- Open Workpaper
Open your Excel workpaper in your Caseware Cloud engagement. - Launch Caseware Verity
Select Caseware Verity in the Excel ribbon. - Bringing in Context
Ask Caseware Verity to bring in engagement data into the workbook. - Complete and Analyze
Complete testing and workpaper documentation. - Review and Approve
Approve or reject suggested updates.
Additional Resources
