AI CPA Knowledge Management Agent

How Cassidy automates using AI

Step 1: Connect your Knowledge Base

Cassidy syncs with your firm's methodology documents, SOPs, authoritative standards, templates, and checklists—continuously updating as new versions are approved and released.

Step 2: Trigger on staff questions or engagement events

The Workflow activates when a team member asks a practice question in Slack or Teams, or when an engagement milestone (like planning completion) triggers PBC list generation.

Step 3: Retrieve and cite relevant guidance

Cassidy searches the Knowledge Base using RAG to find the most relevant SOPs and standards, then generates a firm-aligned answer with citations linking to specific paragraphs and related templates.

Step 4: Build dynamic PBC requests

Based on planning inputs like materiality and significant accounts, Cassidy assembles a tailored PBC list with due dates, owners, and direct links to the procedures each item supports.

Step 5: Log every action for audit trail

Every query, retrieval, answer, and PBC action is logged with timestamps, user context, and KB version—creating an immutable audit trail exportable for peer review or PCAOB inspection.

Step 6: Human-in-the-Loop review

QA Directors review flagged items, approve SOP updates, and verify remediation actions before they're released firmwide—keeping you in full control of quality gates.