Engagement Review Agent
An AI reviewer that checks your workpapers for gaps and inconsistencies, giving you evidence-backed matters to act on right away.
Key Benefits
Cut Manual Cross-Referencing
Replace workpaper-by-workpaper hunting with an automated check that gives reviewers a head start on what needs a closer look.
See the Whole Engagement
Review one file, a group of workpapers or the full engagement, so issues that span phases surface in a single report.
Catch Gaps Before Sign-Off
Find missing sign-offs, contradictory checklist answers and gaps in the programs, so you chase real issues, not false alarms.
Keep Judgment in Control
Every matter arrives with evidence and a recommended follow-up. Your team makes the edits, applies its judgment and signs off.
Product Overview
The Engagement Review Agent, powered by Caseware Verity, cross-checks your engagement for gaps, conflicts and missing support. It delivers one consolidated report of evidence-backed findings and recommended follow-ups for your team to validate.
Features
Caseware Verity compares risk assessments, materiality, audit programs, checklists and financial statements to find gaps and conflicts.
Start a review from any engagement phase with one click, or ask in chat to review specific workpapers, phases or the whole engagement.
Each finding cites its source workpapers, so you can click straight to the evidence, with a recommended follow-up for next steps.
Before raising a matter, Caseware Verity checks whether a later conclusion, related workpaper or review note already explains it.
How to Get Started
- Start a Review
Click the review button or ask in chat. - Set the Scope
Choose phases or the entire engagement. - Cross-Check the File
Caseware Verity flags gaps and conflicts - Get Next Steps
See evidence and recommended follow-ups. - Apply Your Judgment
Resolve issues. You keep final sign-off.
Additional Resources
