Custom AI workflows built specifically for financial statement audit: deep integrations with the CaseWare stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
AI watches calendar, email, and CaseWare activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.
AI drafts the engagement letter, generates a tailored document-request list for the client's Financial Statement Audit profile, chases missing items across email and CaseWare, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.
AI monitors CaseWare and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%.
AI reconciles each line of the return against source docs in CaseWare and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
AI drafts personalized status replies from the live matter state in CaseWare, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.
AI matches bank and card feeds to CaseWare entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Financial Statement Audit patterns, routes approvals, and sends payment files to CaseWare — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in CaseWare, and flags accounts that need a human collections call — DSO drops 12–18 days.
The workflows above are starting points. Every financial statement audit operation runs differently — we build what you actually need.
