CoCounsel Audit & Accounting

Rely on our agent to handle complex audits, guided by your professional judgement

32%

is the average time saved by users*

12M+

trusted Checkpoint documents *

3.1x

ROI compared to firms without an AI strategy*

*All metrics are self-reported by CoCounsel users — no independent third-party verification exists (November 2025-December 2025)

Capabilities

Audit work, accelerated

Built on the CoCounsel platform, CoCounsel Audit & Accounting helps firms spend less time on manual audit work and more time applying professional judgment. The CoCounsel agent analyzes documents and data, identifies risks, and creates review-ready outputs.

Automate the work, keep the judgment

Tell CoCounsel your audit needs. Agentic AI analyzes data, automates fieldwork, and creates review-ready workpapers — so you can focus on the decisions that matter most.

Strengthen audit quality and reduce risk

Create consistent work grounded in trusted content with traceability back to methodology and underlying data to support compliance.

Increase capacity without increasing headcount

Free your team to take on more engagements and greater complexity while enabling managers to focus on coaching, decision-making, and client strategy.

What's new in CoCounsel Audit & Accounting

Explore new agentic capabilities designed specifically for audit and accounting teams.

CoCounsel 3.0 agent

Move beyond just research to doing the work with an agent that tackles multistep tasks across documents and systems, delivering drafted output in Word and Excel — ready for review.

Connect engagement data

Bring engagement data directly from your Engagement Manager audit binder, including trial balance and ledger data, into CoCounsel to reduce information gathering and support work in context.

CoCounsel skills for audit

Incorporate targeted audience skills, such as fieldwork automation and disclosure review automation, to confidently expedite time-consuming tasks.

See how CoCounsel supports audit and accounting work

Integrations

Connect your audit workflow

Access the data and applications your teams already use, directly within CoCounsel.

Engagement Manager

Connect Engagement Manager to access active engagements, including documents, planning, risk assessment, and audit documentation (based on your subscription).

Suralink

Keep client requests and documents managed in Suralink connected to your work in CoCounsel.

Firm Knowledge

Connect selected firm-authored research and knowledge libraries for analysis, summarization, and citation within CoCounsel.

See how CoCounsel fits into the rest of your firm's systems

Security

Engineered to protect client trust as much as client data

SOC 2 compliant by design

We've designed our enterprise-grade security, permissions, governance, and review controls specifically for accounting and audit workflows.

Your data stays yours

Customer data is never used to train third-party models, so client information remains secure and under your firm's control.

Governance you can stand behind

Governance and controls help your firm apply AI responsibly while maintaining the professional standards and accountability audits require.

Customers

Trusted by audit and accounting firms nationwide

"The most important thing we wanted to achieve (with CoCounsel Audit & Accounting) was to be more efficient."

Alan Burton
Partner, EKB LLC

“CoCounsel has provided me with the ability to be confident in the answers I'm giving clients and solutions that I may not have thought of on my own.”

Michael Jones
Principal, Freeman & Company, CPAs

"We use CoCounsel day to day and this saves a ton of time. What would take an hour to do, CoCounsel can do in the matter of five minutes."

George Crowell
Partner, Harris, Hardy & Johnstone, P.C.

Insights

See how audit professionals are using AI to transform the way work gets done

Case study How Sensiba boosts audit efficiency with CoCounsel Audit & Accounting

Sensiba streamlined technical research and review processes, strengthening audit quality while adopting AI responsibly.

Read case study
  1. Blog The AI-human partnership: How CoCounsel Audit & Accounting is redefining excellence in modern auditing

  2. Tool See your firm's potential time and cost savings with the ROI Calculator

Recognized across the industry for AI innovation

Industry organizations continue to recognize CoCounsel for its impact in AI — proof that our technology delivers real results for tax, audit and accounting professionals.

Business Intelligence Group
2026 Finalist - Artificial Intelligence Excellence Awards

Webbys
Webby Honoree in the AI- Sales & Revenue Category

American Business Awards (Stevie Awards)
Bronze Award – Best AI Powered Product or Service

Boomer
Boomer Technology & Innovation Visionary Award

Frequently asked questions

CoCounsel Audit & Accounting is part of the broader CoCounsel platform for tax, audit, and accounting professionals. Designed specifically for audit and accounting teams, the CoCounsel agent analyzes audit data, including trial balances; summarizes documents; evaluates complex scenarios; reviews agreements such as leases and revenue-recognition contracts; and creates review-ready workpapers with citations linked to authoritative sources.

CoCounsel automates repetitive tasks — analyzing trial balances, summarizing documents, and preparing risk assessments — so auditors can focus on judgment calls that require real expertise. Outputs stay consistent across engagements and reduce review cycles.

Yes. As an audit research tool, CoCounsel surfaces relevant regulatory guidance and historical data and can analyze financial statements to help identify areas of risk before fieldwork begins.

Yes. CoCounsel can generate, organize, and manage audit workpapers, helping ensure documentation stays accurate and compliant with regulatory standards from the start.

Every answer includes plain-language explanations and citations from trusted sources, so you can verify conclusions instead of taking them on faith. The platform is cloud-native and built to support secure, compliant remote workflows.

Yes. Firms focused on preparation, compilation, and review engagements can still use CoCounsel Audit & Accounting to answer technical accounting questions, draft engagement letters and client communications, and build disclosure checklists without performing audits. For firms offering additional tax or advisory services, we also provide purpose-built solutions within the broader CoCounsel Tax, Audit & Accounting platform.

Questions about CoCounsel Audit & Accounting? We’re here to support you.

800-968-8900

Call us or submit your email and a representative will contact you within one business day.

CoCounsel Audit & Accounting support