Caseware Intelligence—Built for what comes next.

AI that works
inside the engagement,
not around it.

Embedded directly in your workflow and powered by frontier intelligence, Caseware is purpose-built for audit and financial reporting—with the domain expertise to understand your work, the governed architecture to protect it and the openness to extend it.

Not an assistant. Superintelligence for your engagement.

Context-aware. Methodology-driven. Execution-ready.
Your trusted engagement navigator

Caseware Verity

Harness the power of frontier AI models directly in your workflow

Understand. Guide. Act. Caseware Verity operates within your engagement and across the full assurance workflow. Verity understands context and applies your firm's methodology helping you to efficiently navigate complexity.

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The Caseware Agent Suites

Purpose-built agents for
every phase of the engagement

From preparation to reporting, Caseware Agents perform real work across every stage automating tasks, generating outputs and accelerating delivery.

See the agents
01
Prepare

Client acceptance, scoping and independence checks.

Prepare Agent Suite
Data & Ingestion Mapping Agent*

Account Assignment Agent*

GL Import Agent*
02
Plan

Risk assessment, materiality and strategy

PLAN Agent Suite
Risk Suggestion Agent
03
Evaluate

Testing, sampling and workpaper generation.

evaluate Agent Suite
Document Intelligent Agent
Controls Testing Agent*

Revenue Recognition Agent*
04
Report

Review, sign-off and deliverable assembly.

report Agent Suite
Disclosure Checklist Agent

Notes & Disclosures Agent*
Visualization Agent*

XBRL Tagging Agent*

F/S Formatting Agent*

*Coming soon

The Caseware AI Platform

The system of record for modern engagements.

A fully governed, end-to-end platform where intelligence and agents operate directly inside the workflows your firm already trusts. Architected to be a platform that firms build on.

Smarter

Understands your work
AI that sees the full engagement - not just isolated tasks.
Contextual reasoning
Engagement-aware

More powerful

executes your methodology
Automation built directly into your firm’s standards
Methodology-native
Tasks performed inside the workflow

Composable

extends across your ecosystem
Connects seamlessly to the tools your firm already uses
API-first
Agent-to-agent
MCP-ready
Foundation
Governed
AI
Defensibility

Every AI-assisted decision is reviewable, explainable, defensible - with context preserved and authority always explicit

AI at scale
Proven at every audit

AI is easy to demo. Hard to deliver ROI at scale. Caseware does both. Driving measurable outcomes across engagements worldwide.

Real results from Al operating at scale

107-167 hrs

Total AI time savings per engagement, without losing quality

35-50%

Evidence collection time reduced

25%

AI savings in planning stages

4 stages

AI coverage across full audit lifecycle

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Chosen by the profession
Trusted by the world.

23k+ Organisations
475k Users
130 Countries
35 Years + Domain Depth
The top audit and accounting firms work with us at the intersection of modern intelligence and legacy expertise.

Expert recommended.
Globally integrated.

Trusted by the firms shaping the future of audit.

“OnPoint Audit automatically performs all procedures based on our risk assessment and it flows through the system.”
Tricia Katebini
Partner, GRF CPAs & Advisors

Stay ahead.

Thinking built for practitioners.

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See what your
audit workflow looks like

with AI built in.

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