Spend less time assembling the audit, and more time applying judgment. 

CCH Axcess™ Audit with agentic automation transforms client documents, trial balance data, and prior-year knowledge into reviewable planning documentation, risk assessments, and audit procedures, within the  CCH Axcess™ Knowledge Coach methodology firms already trust.

Multi-ethnic female colleagues discussing over a laptop.

It's not another AI assistant. It's an AI audit workflow.

Most audit AI answers questions. Agentic capabilities advances the engagement. 

Built directly into Knowledge Coach, agents drafts planning documentation, proposes risks, and delivers reviewable outputs within the audit workflow, not a separate chat window. 

Every suggestion is source-cited, reviewable, and subject to auditor approval, keeping auditors in control from start to finish. 

See intelligent audit automation at work when your audit already knows the engagement 

  • Understand client documents, prior-year files, and trial balance data 
  • Draft planning documentation and entity understanding
  • Surface risks and audit-relevant insights 
  • Deliver reviewable outputs while auditors stay in control 

Join the Beta Program

Apply agentic workflows to planning and risk on real audit engagements, with hands-on support from our team. Build practical experience with emerging capabilities, provide direct feedback to our product teams, and help define what's next for audit. 
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Agents prepare and propose. Auditors review and decide.

Accelerate your audits and spend more time applying professional judgment.

Always stay in control

Agentic workflows prepare. Auditors apply judgment.
Every output is reviewable. Nothing enters the engagement file without auditor approval. 

Review, edit, or reject 
The final decision always belongs to the engagement team. 

Human oversight built in 

Documentation, risks, and insights remain reviewable before acceptance.

 

Transparent audit trail 
See what was proposed, changed, and accepted, with citations and rationale preserved.

Professional judgment preserved 
Auditors remain responsible for evaluating evidence, assessing risk, and signing the opinion.

Plan the audit faster

Turn engagement knowledge into planning documentation, entity understanding, and scoping recommendations. 

Assess risk earlier

Surface risks, insights, and supporting rationale before risk assessment begins.

Faster reviews. Stronger defensibility.

Create review-ready outputs with citations, transparency, and traceability built in.

One engagement. Connected workflows. 

Connect engagement knowledge across workflows to reduce rework and improve consistency.

Discover the vision and potential of agentic audit automation

Explore how agentic workflows are transforming the audit lifecycle by connecting engagement knowledge, surfacing insights earlier, and helping firms improve audit quality while creating capacity for higher-value work.

The Vision
The Vision
The Potential
The Potential
Legisway Essentials Vertrags- und Dokumentenmanagement in der Cloud

Additional resources

Discover related resources and solutions to elevate your workflows

The connected audit: A strategic framework for agentic workflows

Discover how connected workflows can help firms reduce manual effort, accelerate audits, and keep professional judgment at the center of the engagement.
Learn More

Agentic audit automation: A practical guide to continuous insight

Explore how intelligent audit workflows can reduce friction, surface insights earlier, and help firms accelerate audits while maintaining auditor control. 
Learn More

Knowledge-driven audit workflows: The missing link in audit automation

Learn how connected, agentic workflows help auditors move from evidence to professional judgment faster by bringing together data, documents, methodology, and engagement context.

Learn More

Built for the cloud, designed for true collaboration

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Frequently asked questions

From firms like yours

  • What does "agentic" mean?
    An assistant answers questions. An agent helps move work forward. Agentic workflows read engagement information, draft documentation, propose risks, and surface audit-relevant insights, then hand those recommendations to the auditor for review. Auditors direct the workflow and make the final decisions. 
  • How does this relate to CCH Axcess Intelligence?
    CCH Axcess Intelligence is the underlying platform capability that understands documents, data, methodology, and prior-year context. Agentic workflows are built on that foundation, applying engagement intelligence to planning, risk assessment, and other audit activities. 
  • Do agents make judgments for me?
    No. Agents prepare and propose; auditors decide. 

    Every output is reviewable and can be accepted, modified, or rejected. Professional judgment, skepticism, and responsibility for the audit opinion remain with the engagement team. 
  • How do I defend AI-assisted work in peer review or inspection? 
    Each output includes source citations, supporting rationale, and a record of what was accepted or modified. Reviewers can trace outputs back to the originating evidence, methodology guidance, and auditor decisions, just as they would with traditional workpapers.
  • How is this different from a general-purpose AI assistant? 
    General-purpose AI tools operate in a separate chat interface. Auditors typically paste information into the tool and then manually transfer results into the audit file. 

    Agentic workflows operate within the audit process itself. They use engagement documents, trial balance data, and Knowledge Coach methodology to generate structured, reviewable audit outputs rather than chat responses. 
  • How is this different from analytics-led audit tools? 
    Analytics tools are effective at identifying patterns, exceptions, and anomalies within financial data. 

    Agentic workflows connect those insights to broader engagement context, including client documents, prior-year information, methodology guidance, and risk assessment activities. The result is a more connected workflow from entity understanding to audit response. 
  • Is my client data used to train AI models?
    Engagement data remains isolated to the engagement, and firm data remains isolated to the firm under the CCH Axcess security model.
  • Do I need to change methodology or migrate files? 
    Knowledge Coach Firms: No. Agentic workflows are designed to work within the Knowledge Coach methodology you already use. 

    Thomson Reuters PPC Firms: Yes. Because CCH Axcess Audit is built on the Knowledge Coach methodology, firms currently using PPC would transition both methodology and platform.
  • What capabilities are available today? 
    The Beta Program focuses on planning and risk assessment workflows, including document intelligence, drafted entity understanding, preliminary analytics insights, and risk assessment support.

    Additional capabilities will be introduced over time as the platform evolves.

Ready to take the next steps towards an end-to-end audit workflow?

Join the Beta Program and get early access to intelligent audit workflows designed to help your firm spend less time assembling the audit.

Learn More
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