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Caseware Verity: AI that works inside the engagement, not around it

AI engagement intelligence embedded in your audit workflow, grounded in standards and your specific engagement context. 

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Key benefits

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Find answers faster

Stop leaving the engagement to search for standards. Caseware Verity surfaces answers in context, so work keeps moving forward.

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Free senior capacity

Junior staff get answers without pinging a manager. Senior hours stay focused on reviews and decisions that need real judgment.

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Quality at scale

Every team draws on the same standards and guidance. Fewer interpretation gaps, more reliable work across all engagements.

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Faster staff onboarding

New staff get methodology answers in context, without waiting on a manager. Ramp faster with guidance grounded in the engagement.

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Features

Caseware Verity Engagement Intelligence is built directly into Caseware Cloud, giving your team on-demand guidance grounded in professional standards, firm methodology and the full context of the engagement you’re actually working on. 

Engagement content awareness

Caseware Verity draws on your client profile, identified risks, uploaded documents and financials to tailor every response to your engagement. 

Citation Transparency 

Every response shows which standards, firm guidance, or engagement factors informed it. Click through to verify before acting.

Firm Methodology Integration

Upload your methodology documents and Caseware Verity applies firm-specific guidance alongside authoritative standards, distinguishing between them.

Built-In Governance

Caseware Verity operates within firm permissions inside Caseware Cloud. No separate tools, shadow workflows, or governance gaps introduced.

Frequently Asked Questions

What is Verity?

Verity is an engagement-aware AI embedded within the Caseware Cloud platform. It works 
across all SE applications and provides context-aware guidance based on the content and context of your engagement.

What does Verity actually do?

Verity assists with specific, defined tasks within the platform, such as drafting observations, summarizing findings, flagging anomalies in data, and suggesting procedures based on engagement context. It surfaces relevant information faster; it does not make professional judgments or sign off on work. 

Will Verity change how I do my job?

Verity is designed to handle time-consuming, repetitive tasks so you can focus on the judgment-intensive work that matters most. It works within your existing Caseware workflows—you do not need to learn a separate tool or change how you structure your engagements. 

How does Verity know what to suggest?

Verity draws on the content and context within your engagement in Caseware, combined with its training on professional audit and accounting knowledge.

How does Verity know the different standards and financial frameworks?

 Rather than providing generic responses, Verity draws on your engagement context—including trial balance data, financial statements, prior-year information, and the framework selected at setup—to provide guidance that reflects the standards applicable to each engagement. Where authoritative knowledge bases are available, Verity draws on current standards directly. For other frameworks, it leverages and references its underlying model training, which may not always reflect the most recently issued or relevant pronouncements, so as with any outputs, should be verified.

Is there a way to see your own old chat history?

Yes. You can see your own chat history within the engagement, by expanding Verity to fullscreen. Your chat history isn't retained for anyone else, so another user opening the same engagement won't be able to see or retrieve your chats. Keep in mind this is only a visual record on your screen; it isn't stored within the engagement or within Verity, so Verity itself can't summarize or recall past conversations, similar to chat history in other AI tools. 

Which AI model does Verity run on?

Verity currently runs on Claude Sonnet 4.6. 

Context-aware. Methodology-driven. Execution-ready.

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