Caseware Verity for Excel
AI that lives inside your Excel workpapers, helping you prepare, complete and review audit workpapers using full engagement context.
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.
Features
Caseware Verity reasons across procedures, trial balance data, materiality, samples and supporting documents, not just the workbook.
Build a workpaper from a blank sheet, fill in a firm template or continue an in-progress workbook without cell-level instructions.
Complete testing, extract key terms and analyze ratios, trends or variances using the connected engagement as context.
Review work against the procedure and checklist, then approve or reject suggested 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
