Today we announced a partnership with Wolters Kluwer to launch agentic financial statement preparation in CCH Axcess. Firms using CCH Axcess Engagement and CCH ProSystem fx Engagement ican now add Inscope through their CCH representative. Read the announcement
We built Inscope because financial statement preparation is its own kind of work, and it usually gets whatever time is left at the end of the engagement. Penny, our AI agent, drafts the statement and footnotes from the trial balance, rolls forward prior-year language, checks footing and internal consistency, and links every number back to its source. Firms using Inscope reach a first draft 70% faster and spend 90% less time reviewing financial statements.
Firms want AI that works with the platform and data they already trust. For many firms, that platform is CCH Axcess. The trial balance, the groupings, the adjustments, and the prior-year file all live there. Inscope sits on top of the audit software firms already run, so none of that has to move.
In CCH Axcess, financial statement preparation becomes part of the engagement workflow. Firms work from the trial balance and engagement data already in CCH Axcess, and the finished statement stays with the engagement file.
What firms get
With agentic financial statement preparation in CCH Axcess, firms can:
- Draft faster: roll forward prior-year statements and footnotes, and generate statements from trial balance data
- Review with confidence: automatically check footing, cross-footing and internal consistency, identify potential disclosure gaps, and flag issues before review
- Finalize with full traceability: version history, blacklines and an audit trail that tie every number back to the trial balance
Getting started
Talk to your CCH representative to get started, or come see it live in the Wolters Kluwer booth at CCH Connections in Orlando, October 25–28.