Deloitte gives its auditors more agentic AI capacities

Deloitte said its auditors will now have enhanced agentic AI capacities within Omnia, the firm’s global cloud-based audit and assurance platform. 

Specifically, Deloitte auditors can now use AI to perform initial reviews of audit documentation and suggest enhancements for clarity and consistency. They can explore relevant information in uploaded draft financial statements and ask nuanced questions about statement content; summarize information across documents. They are able to create first drafts of audit-related communications and accounting memos; go through Deloitte’s accounting and audit research platform to access timely responses to auditor research questions and synthesize challenging accounting topics; and use risk identification technology designed to evaluate external information sources for risk events and identify potential audit risk factors.

“Our auditors’ talent and industry-leading perspectives are at the forefront of our audit approach,” said Chris Griffin, Deloitte’s audit and assurance transformation leader for the U.S. “Building upon over a decade of investment in advancing our global Omnia platform, these new capabilities blend the knowledge and experience of our professionals with tools designed to empower experienced auditors to navigate increasing demands in the profession and keep pace with technological transformation.”

This is part of a larger set of upgrades for the Omnia ecosystem. Deloitte said it has been integrating intelligent agent capacities for performing specific tasks, remembering relevant information, and coordinating with other agents as an interconnected system. Embedding agents into Omnia can help professionals automate tasks such as gathering data from diverse sources, managing complex project plans, and detecting patterns and anomalies.

And these improvements to Omnia are, in turn, part of a larger push by Deloitte for AI in general. For instance, just a few months back the firm announced the launch of the Global Agentic Network, a connected ecosystem of AI agents for business purposes to augment and automate client operations. Through this network, Deloitte intends to provide services to build AI agents on various software platforms across Deloitte’s broader ecosystem, including the recent Deloitte US launch of Zora AI, a suite of AI agents. 

The announcement comes just one day after Deloitte said it has acquired certain assets of Trust Processing Solutions LLP, a boutique firm specializing in fiduciary trust services, based in Cincinnati. The deal will merge the capabilities and industry expertise of Deloitte and TPS. Offerings will include fiduciary tax services, along with charitable, individual, gift, estate and information reporting tax services.