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 manages the PBC list, pulls each requested schedule from CaseWare, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back.
AI monitors CaseWare transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months.
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.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI monitors nexus thresholds, pulls transaction data from CaseWare, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit.
AI identifies 1099-eligible vendors from CaseWare, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event.
The workflows above are starting points. Every financial statement audit operation runs differently — we build what you actually need.
