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CoCounsel Audit & Accounting features

Built to help auditors move faster from planning to sign-off 

See how CoCounsel Audit & Accounting helps streamline complex work, uncover risks, and deliver review-ready outputs built on Fiduciary-Grade AI™ backed by our trusted content and PPC methodology

Fieldwork optimization

Rely on multistep agentic automation to improve fieldwork quality and accelerate planning, testing, and documentation — analysis runs as you review and verify.

CoCounsel 3.0 agent for audit

Cut a 60-minute task down to five. The agentic automation analyzes trial balances, summarizes PDFs, flags risks, and creates polished workpapers — so you can focus on professional judgment.

Workspaces for engagements

Consider starting your workflow in Workspaces — a place to upload and analyze PDF or Word files, ask questions, apply templates, review responses, and approve or reject results.

Review-ready artifacts

Analyze audit documents and automatically extract key details such as contract terms, amounts, dates, and clauses into polished workpapers with consistent formatting and citations.

Multi-agent parallel processing

Run multiple processes simultaneously across an engagement without context switching.

Public templates

Start faster with expert-designed templates for repeatable document analysis; no need to build prompts from scratch.

Improve audit efficiency without compromising quality

Have questions? Contact a representative.

Substantive testing

Find the errors that matter faster. CoCounsel Audit & Accounting examines your transactions and balances to detect material misstatements, helping ensure your financial statements are trustworthy and stakeholder-ready.

Evidence linking at scale

Automate transaction matching, exception detection, and evidence linking at scale, then create native Excel workpapers with live formulas and preserved formatting, ready to review and export.

Confidently complete audits faster

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Trusted intelligence

Use CoCounsel to ask audit and accounting questions grounded in authoritative standards and our trusted content.

Fiduciary-Grade AI™ built for responsible AI adoption

Put AI to work while staying in control. Built-in governance and oversight help firms uphold professional standards and accountability every step of the way.

Authoritative content

Trust in our PPC methodology and Checkpoint content, supported by editors and industry experts, to provide authoritative solutions auditors have trusted for over 40 years.

Enterprise-ready governance

Standardize templates, permissions, and review points across the firm — helping auditors work consistently while retaining accountability for vital decisions and final approval.

Traceable output and oversight

Trace citations back to methodology and underlying data to verify, explain, and defend outputs and uphold professional standards and accountability.

Move faster with AI you can trust

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Seamless workflow

Connect CoCounsel with your firm’s existing systems and workflows to enable secure data flow, flexible integrations, and greater choice without vendor lock-in.

Connectors

Bring audit apps and data into CoCounsel for one conversation, reducing system switching and keeping engagement context in one place. We vet each connector, and it is governed by your firm, so you decide which apps CoCounsel can reach.

Engagement Manager integration

Access trial balances, workpapers, risk assessments, and client profiles from Engagement Manager in CoCounsel — no manual uploads or system switching required.

Suralink integration

Use client-provided information collected in Suralink directly in CoCounsel to accelerate analysis and keep work moving from request through engagement.

A growing ecosystem

Empower your team with faster access to more data sources and tools — new connectors plug into CoCounsel as soon as they're ready.

Work seamlessly across complex engagements

Have questions? Contact a representative.