The Future of Disclosure Compliance: Introducing Agentic AI for Financial Statements

Ensuring compliance with disclosure requirements has long been one of the most tedious parts of financial statement preparation and review. From tracking massive checklists to linking each requirement back to evidence, the process is time-consuming, hard to delegate, and prone to errors.

In this session, we’ll unveil Disclosure Agents, a new Agentic AI solution within DataSnipper’s Financial Statement Suite. You’ll see how it automates disclosure reviews, links requirements to evidence, and makes compliance a process your entire team can handle — without sacrificing accuracy or audit integrity.

What You’ll Learn:

How agentic workflows differ from traditional automation — and why this shift matters

The practical impact of Disclosure Agents in financial statement reviews

What a realistic roadmap for adopting agentic AI looks like in audit and finance

Why human oversight and transparent audit trails remain central to trust and adoption