Wolters Kluwer partners with Inscope to launch agentic financial statement preparation in CCH Axcess

New CCH Axcess capability helps accounting firms produce review-ready financial statements faster, with less manual work and stronger quality control

MINNEAPOLIS--(BUSINESS WIRE)--Wolters Kluwer Tax & Accounting today announced a partnership with Inscope, an AI-native platform for financial statement preparation, to deliver a connected agentic audit and financial reporting experience in CCH Axcess. The new capability helps accounting firms draft, review, and finalize financial statements for audits, reviews, and compilations in less time and with greater accuracy, while professional judgment and final sign-off stay with the firm.

Financial statements are among the most visible deliverables of an engagement, yet preparing them and the related disclosures remains one of the most manual parts of the work: rolling forward prior-year statements, formatting tables, footing and tying out every number, and tracking changes across drafts.

"Financial statements are the final deliverable that brings the entire engagement together and communicates its results, so they have to be right," said Cathy Rowe, Executive Vice President and Segment Leader, U.S. Professional Market, Wolters Kluwer Tax & Accounting. "By bringing agentic financial statement preparation into CCH Axcess, we're helping firms produce them faster, with greater consistency and traceability, while review and professional judgment stay with the firm. The result is time back for their teams, greater confidence in their work, and a better experience for their clients."

Key benefits

With agentic financial statement preparation in CCH Axcess, powered by Inscope, firms can:

• Draft faster: roll forward prior-year statements, 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

According to Inscope, firms using its solution reach a first draft 70 percent faster and spend 90 percent less time reviewing financial statements.

Connected to the CCH Axcess workflow

For CCH Axcess customers, financial statement preparation is part of the engagement workflow. Firms work from the trial balance and engagement data already in CCH Axcess and keep finished statements with the engagement file, reducing the need to export or rekey data and keeping information consistent through final reporting.

"Firms want AI that works with the platform and data they already trust," Rowe added. "By combining our own innovation with proven solutions from trusted collaborators, we bring more value into CCH Axcess and help firms move faster."

“We built Inscope because financial statement preparation is its own kind of work,” said Mary Antony, Co-Founder and CEO of Inscope. “Bringing it into the CCH Axcess workflow means firms start from a statement that’s already drafted and tied out, so their teams can review it instead of building it.”

Availability

Agentic financial statement preparation is now available to firms using their CCH Axcess and CCH ProSystem fx Audit solutions in the U.S. Firms can learn more here and see it live at the Wolters Kluwer CCH Connections Conference in Orlando, October 25–28.

About Wolters Kluwer

Wolters Kluwer (EURONEXT: WKL) is a global leader in information solutions, software and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,100 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt (ADR) program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

For more information, visit www.wolterskluwer.com, follow us on LinkedIn, Facebook, YouTube and Instagram.

About Inscope

Inscope frees audit and accounting teams from the manual grind of preparing financial statements. Firms use the company’s AI-native platform to draft, review, and issue the statement in one workspace that sits on top of the audit software they already run, replacing the manual assembly line of Word formatting, tie-outs, disclosures, and handoffs. Inscope learns how each firm works and gets sharper every cycle, helping firms ease the busy-season grind, protect their margin, and bring AI to the financial statement in a governed, auditable way. Learn more at inscope.co.