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Bonus Solutions Session

ENG26SS104. Agentic AI in audit: Caseware is the governed decision environment

AI that doesn't just assist — it acts. Under your control.

The next frontier in audit isn't digital assistants that answer questions — it's agentic AI that executes tasks, adapts to context, and operates within a governed decision environment purpose-built for professional standards. In this solution session, Caseware demonstrates how its agentic AI layer works inside real engagement workflows all within guardrails your firm defines.

Learning Objectives:

  • Distinguish agentic AI from digital assistants, and explain how agentic systems execute multi-step audit procedures
  • Describe the components of a governed decision environment and how they enable responsible deployment of AI in regulated engagements.
  • Evaluate how Caseware's agentic AI layer integrates with existing engagement workflows to reduce manual effort while preserving human judgment at critical decision points.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Auditing
Level
Update - (for participants with a background in the subject area who desire to keep current)
Advanced Preparation
None
Session Tags
Advanced Accounting & Auditing