PKF O'Connor Davies adopts Caseware's AI audit suite

PKF O'Connor Davies has adopted Caseware's Dynamic Assurance Solution Suite across its audit practice and joined Caseware's Agentic Pioneer Program.

The rollout includes DAS Audit, DAS PCR and DAS EBP, which are intended to give the Top 25 US accounting firm a single approach across its audit work. PKF O'Connor Davies is also using Caseware Taxflow and Caseware IDEA as part of the broader relationship.

Caseware says the DAS Suite connects risk assessment, workpapers, financial reporting and related workflows in one cloud-based system with shared engagement data. The American Institute of Certified Public Accountants developed the suite's methodology with input from audit professionals at large firms.

For PKF O'Connor Davies, the move marks a broader shift in how it structures audit work and plans to use artificial intelligence within engagements rather than through separate tools. The system is powered by Caseware Verity, an AI layer that operates within assurance and financial reporting engagements.

According to Caseware, Verity draws on engagement history, firm methodology, supporting documents and professional standards to help practitioners identify risks, review documentation and work through complex tasks. Caseware distinguishes this approach from standalone assistants and single-purpose AI agents.

Implementation support

CPA.com served as the implementation partner during the transition, handling planning, data migration, training and change management.

Kevin J. Keane, Chief Executive Officer of PKF O'Connor Davies, said the firm had been closely involved in developing the system it has now deployed.

"DAS stood out from other audit solutions because it was built by auditors, for auditors," said Kevin J. Keane, Chief Executive Officer of PKF O'Connor Davies.

"We've had a direct hand in shaping the platform and, together with Caseware Verity, it is a key part of our tech-forward strategy and the continued modernisation of our audit approach," Keane said.

Kalil Merhib, Executive Vice President of Growth & Professional Services at CPA.com, pointed to the organisational side of the project as well as the software change.

"Technology is an important part of the equation, but it's also critical to get people, processes and data moving in the same direction," said Kalil Merhib, Executive Vice President of Growth & Professional Services at CPA.com.

"PKF O'Connor Davies approached their transition like the profession leaders they are - with an eye on where audit is headed, not just where it stands today. That's what sets them up to scale with confidence," Merhib said.

AI programme

By joining the Agentic Pioneer Program, PKF O'Connor Davies becomes part of a small group of firms working with Caseware to develop proprietary AI agents. The programme gives participating firms access to tools including Agent Workbench, governed MCP interfaces for firm-side development, and Agent Studio, which Caseware describes as a no-code environment for building and deploying agents.

Any agents created by PKF O'Connor Davies will run within the same governed environment as Verity, according to Caseware. The setup is designed to preserve audit trails, methodology and engagement context for regulatory review.

David Marquis, Chief Executive Officer of Caseware, linked the agreement to the company's broader AI investment, saying Caseware has invested USD $100 million in Caseware Verity.

"As PKF O'Connor Davies looked to build a future-ready foundation, it chose DAS powered by Caseware Verity to meet the needs of a growing, forward-thinking practice," said David Marquis, Chief Executive Officer of Caseware.

"Our $100 million investment in Caseware Verity means leading firms like PKF O'Connor Davies get a trusted, governed platform to develop AI-enabled workflows, sharpen efficiency and capture growth in the agentic era," Marquis said.

Keane said the Pioneer Program would allow the firm to influence how AI is used in assurance work while keeping established professional controls in place.

"AI will have a meaningful role in the future of assurance, and we intend to help lead that conversation," Keane said.

"The Pioneer Program gives us a seat at the table to develop AI capabilities that serve our people and clients while preserving the rigor and accountability they expect from us," he said.

Marquis described the programme as an effort to shape the use of AI in audit within a controlled environment rather than through disconnected tools adopted by individual teams.

"Firms like PKF O'Connor Davies are leaning into the future of agentic audit. They're moving with intention, helping define what responsible AI looks like for the rest of the profession," Marquis said.

"That's exactly what the Pioneer Program is built for: giving firms a smarter, more powerful and governed platform to build on, where agentic efficiencies are realized in a trusted environment," he said.

Caseware says it serves more than 23,000 firms in over 130 countries.