The audit doesn't end when testing is complete

For many firms, the most manual part of the engagement begins after the audit work is complete. 

Financial statements, disclosures, formatting, tie-outs, review notes, version control, and final issuance often rely on disconnected processes that create extra work and prolong review cycles. 

Extend efficiency through final reporting 

With AI-powered financial statement preparation for audits, reviews, and compilations, firms can:

  • Generate financial statements and disclosures from engagement and trial balance data 
  • Reach a first draft 70% faster and spend 90% less time reviewing financial statements (per Inscope™)
  • Roll forward prior-year statements and footnotes
  • Automate document assembly, formatting, footing, cross-footing, and tie-outs
  • Use AI-native consistency checks to identify potential issues before review
  • Maintain audit trails, version history, and blackline visibility throughout the reporting process.
  • Keep reviewer oversight, professional judgment, and final approval with firm personnel
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Financial statement preparation, built into the engagement, delivered together

Wolters Kluwer has partnered with Inscope, an AI-native platform for financial statement preparation trusted by accounting firms across North America. By bringing Wolters Kluwer's trusted disclosure-checklist content into Inscope's financial reporting workflow, firms can modernize financial statement preparation while maintaining reviewer oversight and control.

The result: less manual document assembly, greater consistency across reporting workflows, and more time for reviewers to focus on professional judgment rather than administrative tasks.

Less work at every level of the engagement

Automated financial statement preparation reduces manual effort across the entire engagement team, helping firms deliver financial statements faster while maintaining auditor oversight and control. 

Staff and seniors

Generate financial statements faster with less manual formatting, tie-outs, and disclosure updates.

Managers

Detect inconsistencies earlier and spend less time managing review notes, versions, and rework cycles.

Partners

Spend less time resolving reporting issues and more time applying professional judgment and client advisory expertise.

Firm leadership

Greater consistency, reduced reporting risk, improved quality, and a more scalable reporting process across the firm.

Built for firms today, and ready for where you're going.

Whether your firm operates on-premises or in the cloud, you can modernize financial statement preparation today while creating a smoother path to tomorrow's audit platform. 
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CCH Axcess™ Engagement
Move from the engagement into financial statement preparation through an integrated workflow experience.
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CCH® ProSystem fx® Engagement
Add modern financial statement automation today without waiting for a migration project.
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Modernize reporting without sacrificing control 

Financial statement preparation remains one of the most manual stages of the engagement process. 

Automate reporting workflows to improve consistency, reduce manual effort, and streamline final issuance. Audit trails, version history, and built-in review controls help provide greater traceability, while professional judgment and final sign-off remain firmly with your team.

Ready to modernize financial statement preparation?

See how your firm can reduce manual effort, improve consistency, reduce reporting risk, and accelerate reporting.
Schedule a Demo
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