Caseware Verity
Empower your team with the Caseware Verity AI digital assistant
Meet Verity: Your purpose-built AI digital assistant for audit and assurance
Caseware Verity is a context‑aware AI digital assistant built specifically for accounting, audit, and assurance professionals. It accelerates workflows, supports compliance, and surfaces deeper insights while protecting data security, professional judgement, and firm accountability.
Features for AI-powered engagement intelligence
Caseware AiDA enhances audit and assurance workflows through intelligent, secure, and practical AI tools built for professionals.
Context‑aware summarisation
Instantly summarise lengthy engagement documents and PDFs. Verity highlights key terms and provides clickable links back to source material, enabling faster evidence review and verification.
Intelligent knowledge base
Ask complex accounting, auditing, or product‑specific questions and receive precise, cited answers drawn from a verified knowledge base reducing research time and improving audit-ready insight.
Accelerated trainee onboarding
Support junior staff with real‑time access to firm's internal knowledge base. Trainees receive instant, cited guidance on audit and financial reporting procedures, reducing bottlenecks and accelerating learning.
Ironclad data security
Unlike generic AI tools, Verity operates in a private, secure environment. Sensitive firm data remains confidential and is never exposed to or used to train public AI models.
The profession’s most trusted AI
Caseware Verity is engineered specifically for audit and assurance environments not consumer use. All sensitive data remains confidential and is never shared with or retained by public AI models.
Real results from a smarter way of working
Zero‑training data sovereignty
Caseware Verity uses a stateless architecture. Prompts, documents, and client data are never stored or used to train large language models for complete data sovereignty.
Mitigated “shadow AI” risk
By providing a secure, approved AI assistant, firms eliminate the risk of staff using unsecured public tools while still gaining productivity and insight benefits.
Custom firm knowledge bases
Create firm‑managed knowledge bases by uploading methodologies, internal guides, and sector‑specific standards (e.g. public sector or NPO guidance). Every response aligns with your firm’s way of working.
The profession’s most trusted AI
Independently evaluated by the Holistic AI Governance Platform for transparency and privacy. No user data is stored after a session, your firm’s intellectual property stays with your firm. Verity supports professionals without replacing judgement or accountability.
How Caseware Verity works
Follow these steps to integrate intelligent automation into your audit and financial reporting workflows.
Set Up
Activate Verity for your firm users.
Open
Access a checklist, workpaper, or document.
Ask
Type a prompt or click “Summarise.”
Verify
Review linked sources for confirmation.
Document
Paste Verity's response directly into the file.
How Caseware AiDA Works
Follow these steps to integrate intelligent automation into your audit and financial reporting workflows.
Set Up: Activate AiDA for your firm users.
Open: Access a checklist, workpaper, or document.
Ask: Type a prompt or click “Summarize.”
Verify: Review linked sources for confirmation.
Document: Paste AiDA’s response directly into the file.
Caseware Verity runs on
Caseware Working Papers
Seamlessly integrated into your existing workflows for consistent, AI‑enhanced document management and audit preparation.
Caseware Cloud
Access Verity anywhere, supporting team collaboration and real‑time updates across engagements.
Enhanced With
SE Apps
Expand AiDA’s capabilities with specialized SE Apps designed to boost efficiency and extend automation for financial reporting and audit processes.
Experience the future of audit with Caseware Verity
Transform how your audit and finance teams work with a secure, intelligent, and context‑aware AI accounting assistant. Contact us to see how Caseware Verity supports higher‑quality engagements, faster insights, and stronger client confidence.