Every firm is getting pitched AI agents right now, but almost none have actually seen one work end-to-end inside a real engagement, embedded in the audit workflow, not bolted on as an afterthought.
In this live-build session, Katie Hannah from Caseware walks through a single engagement from preparation through reporting, showing where agents are already doing real work today (trial balance import, risk suggestion, substantive testing, disclosure validation) and where the professional still has the final word.
This is a genuine look at what "audit-ready" requires in practice: traceability and explainability built into every AI action, and data that stays governed under the firm's own rules. Katie doesn't shy away from the trade-offs regulated professionals have to deal with. Human review remains the final safeguard on any output, and a real platform strategy looks nothing like a bolt-on AI feature. Attendees will come away with a clear sense of where agents can actually be trusted with engagement work today, and what AI governance looks like once it's put into practice.
Who it’s for: Audit professional from junior team members to leadership.
Wordly, our AI translation tool, will be available during the webinar for anyone who requires translation support.
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