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Client-submitted information gathered through Client Requests flows directly into the Excel workpaper through Caseware Verity for Excel
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DÜSSELDORF, Sept. 09, 2026 (GLOBE NEWSWIRE) — Caseware, the leading AI platform for assurance and financial reporting, today unveiled Caseware Verity for Excel at CwX Germany 2026, bringing engagement-aware AI directly into the Excel workpapers auditors use every day. In testing to date, Verity for Excel has saved on average nine hours per engagement and 75% per task. Connecting directly with Caseware Verity for Excel, the company also revealed an AI-first evolution of its Client Requests approach, bringing the same engagement intelligence into the audit preparation workflow.
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Together, the two launches mark the broadest expansion yet of Caseware Verity, the AI intelligence and orchestration layer Caseware introduced in May 2026 – and, for the first time, connect the same engagement end-to-end – a shift described in detail below.
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David Marquis, chief executive officer at Caseware said, “While other providers bolt AI onto the outside of an audit, at Caseware we have always chosen to innovate inside the system of record that assurance professionals choose every day. We built Caseware Verity for Excel and our new, AI-first Client Requests capability directly into the tools and moments our customers already rely on, with the context, methodology and professional oversight that assurance demands built in from the start. That’s what putting the customer first actually looks like – enabling our customers to spend more time creating value for clients without sacrificing confidence in the audit. As these two capabilities are connected, the benefit compounds: the same information a client sends in response to a request can move straight into the workpaper.”
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From Chat to Workflow: The Caseware Verity Story So Far
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Caseware Verity launched in May 2026 as a governed, frontier AI intelligence and orchestration layer built directly into the assurance and financial reporting workflow. It is the foundation for a suite of workflow-native AI agents designed to automate and accelerate work across the full engagement lifecycle.
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That foundation is what makes today’s expansion possible. These launches push intelligence into the specific tools and moments where audit teams already spend their time – and, critically, link those moments together so information gathered at the start of an engagement carries all the way through to the workpaper.
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Caseware Verity for Excel: Intelligence Inside the Workpaper
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Caseware Verity for Excel extends engagement intelligence directly into the workpaper. Rather than reading a workbook in isolation, Verity for Excel reasons across the connected Caseware engagement, bringing together client-submitted information, audit procedures, trial balance data, materiality, samples and supporting documents. Live connections between the engagement and Excel help keep information current, while Verity can use that wider context to orchestrate multi-step agentic workflows directly inside Excel. This spans workpaper generation and audit test automation across tests of controls, substantive analytics and tests of details, through to reporting.