Caseware Puts Agentic AI Inside the Audit, Connecting Client Requests to the Workpaper with Caseware Verity for Excel

Caseware Puts Agentic AI Inside the Audit, Connecting Client Requests to the Workpaper with Caseware Verity for Excel

Client-submitted information gathered through Client Requests flows directly into the Excel workpaper through Caseware

Caseware Puts Agentic AI Inside the Audit

Caseware also launched an AI-first evolution of its Client Requests approach, bringing the same engagement intelligence into the audit preparation workflow.

Caseware rolls out Excel add-on, client request AI

Caseware announced new upgrades that allow users to bring the company's AI agents into Microsoft Excel; the company also unveiled an AI-first evolution of its Client Requests feature.