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Caseware

Cloud audit and engagement platform for firms with trial balance, workpapers, financial statements and AI agents inside the engagement file.

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What the AI doesCaseware Verity AI layer and Verity Agents (Risk Suggestion Agent, Document Intelligent Agent, Disclosure Checklist Agent); 'AI Powered Audit' in OnPoint Audit; AiDA digital assistant
Who it servesAll practices
Starting priceQuote-based
Pricing modelQuote-based
Free trialNo
Best fitSmall firm, Mid-size firm
CategoryAudit & Assurance AI
Works withExcel
SOC 2Stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

Caseware is listed as a fit for small and mid-size firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: testing full populations, gathering evidence and building workpapers on the firm's own methodology.

What it costs

Caseware is priced by quote, so the demo is where you get a number tailored to your firm.

Good to know

Caseware is a cloud audit and engagement platform — trial balance, workpapers, financial statements — with Caseware Verity as the AI layer inside the engagement file: it answers questions in context, pulls risk summaries, summarizes documents and flags binder gaps, with Risk Suggestion, Document Intelligent and Disclosure Checklist agents available today and more marked coming soon. OnPoint Audit carries the AI Powered Audit feature for anomaly detection and memo drafting. Pricing is by demo or through a distributor; SOC 2 Type 2 and ISO 27001 are posted for Caseware Cloud.

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