SVP Danielle Supkis Cheek recognised among the most powerful voices shaping the future of accounting in Accounting Today’s highly coveted annual ranking.

TORONTO, Dec 12, 2025: Caseware™, a leading global provider of AI-powered audit and assurance software, announced today that Danielle Supkis Cheek, its senior vice president of AI, analytics and assurance, has been recognised in Accounting Today’s 2025 Top 100 Most Influential People in Accounting list. The Accounting Today Top 100 is a highly respected annual ranking that identifies the most influential professionals in accounting, highlighting individuals who demonstrate exceptional innovation, leadership and impact in their field.

David Marquis, chief executive officer at Caseware, remarked, “Leaders like Danielle Supkis Cheek epitomize what is possible when deep domain knowledge meets cutting-edge technology. This recognition is a testament to her dedication as a CPA and senior leader driving innovative, AI-enabled initiatives at Caseware. Danielle’s work not only exemplifies the expertise and passion of our team – many of whom are trained accounting professionals themselves – but also advances Caseware’s vision to power trust in the global economy by demonstrating how AI innovation is transforming the way firms operate. Leaders like these are helping Caseware drive an AI-powered platform that has the depth, breadth and vision to lead this industry’s next era of transformation.”

“It’s a privilege to be named among Accounting Today’s Top 100 Most Influential People – a recognition that underscores the responsibility of supporting the profession through a time of significant transformation,” said Danielle Supkis Cheek, senior vice president of AI, analytics and assurance at Caseware. “As AI reshapes accounting, our intent is to help firms adopt responsibly – enhancing human expertise rather than replacing it. Caseware has several exciting announcements coming that will further highlight our commitment to innovation and leadership in this space. We’re shaping a future where the profession can advance with confidence, strengthened by integrity and technical excellence.”

Caseware’s Continued Innovation in AI and Analytics

This year’s recognition comes at an exciting time for Caseware, building on the company’s record year of product launches and industry recognition.

Both Caseware AiDA and the Dynamic Audit Solution (DAS) were recognized in Accounting Today’s 2025 Top New Products list and achieved the top ranking in their respective categories of AI Tools and Audit Tools.

Caseware’s AI digital assistant, AiDA, delivers significant efficiencies across firms in markets globally. The solution was recognised by Accounting Today for its ability to provide context-aware responses to profession-specific inquiries while maintaining the highest standards of data security and privacy.

DAS, which is part of OnPoint, a comprehensive suite of applications built on the Caseware Cloud platform, is the only fully integrated, end-to-end, cloud-based audit solution on the market. It is powered by a transformative methodology developed by the AICPA and in partnership with CPA.com and audit professionals from leading firms. Accounting Today judges acknowledged DAS for its revolutionary approach to modernizing the audit process.

In early 2025, Caseware acquired Extractly.ai, gaining two AI-powered cloud solutions: Caseware Validate and Caseware Extractly. Caseware Validate automates financial statement review, performing an average of 450 checks on uploaded documents, with clients reporting a time reduction of 28% in first pass reviews. Caseware Extractly streamlines audit workflows through automated PDF data extraction and document matching, eliminating manual data entry, reducing audit transaction testing time of up to 91% from two to three hours to just minutes.

Caseware continues to invest deeply and decisively in its AI strategy, committing significant resources to build the global, AI-powered platform of choice for accounting professionals. With bold investment and a clear roadmap, the company is positioned to lead the next era of transformation in accounting and assurance.

****

About Caseware

Caseware is the leading global provider of cloud and AI-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations and government regulators. Caseware’s innovative tools and platforms help more than half a million users in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit caseware.com. 

SQM solution, Extractly and integrated document signing to be unveiled at flagship Dutch event

APELDOORN, NETHERLANDS, November 17, 2025: Caseware, the leading global audit, analytics and accounting software provider, will launch three powerful new solutions for the Netherlands market at CwX, its flagship thought leadership event taking place on November 25, 2025. The product launches will address critical needs in quality management, AI-driven data verification and digital document workflows, enabling accounting firms in the region to operate with greater efficiency and impact.

CwX will be held at Inspyrium in Cuijk, where accounting professionals are invited to gather under the theme “Elevate the Experience – Technology that Inspires People.” Three-time K-1 World Champion Remy Bonjasky will headline as keynote speaker, sharing lessons from his elite sporting career on performing under pressure, setting goals and unlocking team potential. His inspiring take on discipline and mindset will bring fresh energy to conversations about the evolving role of technology for accounting professionals.

Three Major Innovations to Transform Practice Operations

SQM: Modern Quality Management for Accounting Firms

The launch of Caseware’s Statement on Quality Management (SQM) solution will provide Dutch firms with a comprehensive platform for managing quality standards, risk assessment and compliance with ISQM requirements. The cloud-based system centralizes quality management processes, enabling firms to systematically document, monitor and improve their quality control frameworks while meeting regulatory obligations.

Extractly: AI-Powered Data Verification

Extractly, an AI-driven Excel add-in, fundamentally changes how auditors and financial professionals perform data-driven testing and document verification. The solution automates the extraction and validation of financial data, reducing manual effort while improving accuracy. Extractly will be included as part of bundled offerings for Caseware Netherlands customers and will also be available to new customers as part of their onboarding package. The solution represents a key component of Caseware’s global strategy to attract and serve accounting firms worldwide.

Digital Signing Now Embedded in SAMENSTEL+

Caseware has integrated digital document signing functionality directly within ValidSign. Previously, users needed to upload documents to external platforms to manage the signing process. Now, firms can initiate document signing, track progress and automatically store signed documents with complete audit trailsall within their SAMENSTEL+ engagement files. This integration eliminates inefficient email-based workflows and provides greater consistency, security and transparency for sensitive financial documents. Available since September 2025, this functionality is included as part of the standard SAMENSTEL+ offering at no additional cost.

“These innovations reflect our commitment to embedding powerful capabilities directly into the workflows Dutch accounting professionals use every day,” said Joost Ekkelboom, Director & Head of Growth, Europe at Caseware. “Whether it’s managing firm-wide quality standards with SQM, leveraging AI to verify data with Extractly or streamlining document signing in SAMENSTEL+, we’re eliminating friction and helping professionals focus on delivering exceptional client service.”

Additional Solutions to be Showcased

Guests at CwX Netherlands will also be able to explore Caseware AiDA, the intelligent digital assistant that reduces repetitive tasks and provides immediate technical support, and SCOPE+, the flexible cloud solution for agreed upon procedures. Attendees will experience hands-on demonstrations and practical applications of Caseware’s complete solution portfolio.

About CwX Netherlands

CwX Netherlands brings together accounting leaders, technology innovators and industry experts for a day of learning, networking and hands-on product demonstrations. The event features:

• Keynote presentations from thought leaders including bestselling author and organizational futurologist Arjen Banach.
• Our friendly Caseware Academy team who are excited to connect with you and explore training options tailored to your Caseware solutions.
• A Product Plaza, where attendees can explore Caseware’s complete solution portfolio.

CwX is Caseware’s flagship global experience, designed to unite top firms, industry authorities and technology pioneers. With events in Germany, the UK and the Netherlands, CwX focuses on cloud adoption, AI-driven workflows and digital transformation while strengthening customer and partner relationships.

Please register for CwX Netherlands at https://www.cwx2025.nl/page/2018234

****

About Caseware

Caseware is the leading global provider of cloud and AI-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations and government regulators. Caseware’s innovative tools and platforms help more than half a million users in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit caseware.com.

New Cloud Audit features enable seamless management of complex group engagements and embed advanced data analytics into everyday audit workflows

LONDON, October 14, 2025: Caseware™, a global leader in AI-powered and cloud-enabled audit, financial reporting and data analytics solutions for accounting professionals, today announced two major enhancements to its Cloud Audit platform at CwX UK, its flagship global thought leadership event. The releases deliver critical capabilities for audit firms managing complex group structures while embedding advanced data analytics directly into standard audit procedures.

Transforming Group Audit Management

Caseware’s new Group Audit and Central Planning functionality enables firms to manage parent and component audits within a single cloud engagement for the first time. Engagement leaders can now assign, track and consolidate risks, controls and procedures across group structures without duplicating work or relying on disconnected files.

Key capabilities include:

• Group Audit in One File: Manage parent and component audits within a single cloud engagement.
• Common Work Areas: Identify and share common risks, controls and procedures with component auditors.
• Performance Materiality by Component: Document and track performance materiality thresholds for each component.
• Copy Files to Subsidiary Entities: Automated file copying speeds up setup across group structures.
• Enhanced Central Planning: Centralized risks, controls and procedures that can be adapted and reused across engagements.

The functionality, aligned with ISA 600 requirements, addresses one of the largest gaps in cloud audit adoption: support for group and consolidated audits. It is included as part of Caseware’s base Cloud Audit offering, providing a compelling migration incentive for firms still using desktop solutions.

Embedding Advanced Analytics into Audit Workflows

Caseware also announced its Mercia Summer Update, which embeds advanced data analytics (ADA) procedures directly into work programmes for the first time. Instead of ADA being an optional overlay, auditors now see specific linked Caseware ADA tests integrated into their standard audit workflow.

With more than 350 individual analytics tests available, ADA procedures span critical audit areas including:

• Trial Balance and Journals: Tests for high-value entries, rounded amounts, related party summaries, duplicates and unusual items.
• Income, Debtors, Creditors and Expenditure: ADA procedures across core audit datasets.
• Directors and Related Parties: Tests for identifying unusual related-party transactions.

According to Simon Warren, managing director of Caseware UK, “These releases represent a fundamental shift in how firms approach complex audits. We’re not just matching desktop functionality – we’re surpassing it. Group Audit gives engagement leaders unprecedented visibility and control across multi-entity structures, while our embedded ADA approach makes advanced analytics part of everyday audit rather than optional extra work.”

Dave Rowley, technical consultant/author, Mercia UK added, “Mercia and Caseware are kindred spirits, and we value our strong strategic partnership. Caseware aspires to deliver meaningful change – helping professionals to work more efficiently and with greater insight. At Mercia, we too aim to help people to do the right business in the right way. There is strong alignment there with both organisations focused on making the audit process high quality, leveraging technology to deliver the best possible outcomes.”

The integrated approach normalizes ADA usage by making analytics a standardized part of audit programmes rather than leaving them as optional extras, helping auditors detect anomalies faster while reducing manual testing and enhancing audit quality.

Both the Group Audit and Central Planning functionality and the Mercia Summer Update with embedded ADA are available now as part of Caseware Cloud Audit for UK firms, with Irish and specialist solutions to follow.

Announced at CwX UK

Both releases were unveiled at CwX UK, taking place on October 14 in London. CwX is Caseware’s flagship global experience. More than a conference, it’s a strategic platform designed to unite top firms, industry authorities and technology pioneers. With a focus on cloud adoption, AI-driven workflows and digital transformation, CwX brings together leaders, innovators and influencers from across the profession to exchange ideas, showcase transformative technologies and shape the future direction of accounting and audit – underlining Caseware’s commitment to powering trust in the global economy.

CwX Germany took place on September 11, while CwX APAC and CwX Netherlands are scheduled for November 13 and 25 respectively.  

****

About Caseware

Caseware is the leading global provider of cloud and AI-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations and government regulators. Caseware’s innovative tools and platforms help more than half a million users in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit caseware.com.

New application empowers firms to expand services with flexibility, professionalism and control – filling a critical market gap  

APELDOORN, October 9, 2025: Caseware™, a global leader in AI-powered and cloud-enabled audit, financial reporting and data analytics solutions for accounting professionals, today announced the launch of​ ​SCOPE+. This specially developed cloud application offers accounting and consulting firms the flexibility to manage special assignments such as subsidy audits, assignments under the Youth Act and specifically agreed-upon work (COS 4400). 

Unlike many software providers that focus solely on compilations and audits, Caseware has developed SCOPE+ to provide support for assignments that fall outside the ‘standard set.’ The strength of SCOPE+ lies in its flexibility. Firms define the scope of each engagement, while still working in a structured, professional and fully cloud-based environment. This allows firms to expand their services, respond quickly to client-specific demands and deliver high-quality outputs without losing structure, control or efficiency. 

Bas Sperling, feature owner at Caseware Netherlands, remarked, “Many firms are seeing a demand for more diverse and non-standard engagements. For example, subsidy audits, WNT assessments, assignments from the Long-Term Care Act (WLZ). Social Support Act (Wmo) or Youth Act but also reports based on COS 4400. These engagements have varied scope and different risk profiles, but still require professionalism, consistency, documentation and transparency. With SCOPE+, firms gain a secure, cloud-based solution that brings structure, consistency and professionalism to these engagements, while maintaining the agility to respond to client-specific needs.” 

The key benefits firms will experience with SCOPE+ are: 

• Full flexibility and customization where standard tools fall short – firms can define the scope, method and reporting format for each engagement, rather than forcing projects into rigid templates. This ensures each assignment (including subsidy checks and other specifically agreed tasks) precisely matches the client’s needs.  
   

• Built in best practices for optimized professionalism and consistency – even in non-standard work, teams can deliver polished, high-quality outputs with ready-made templates and structured workflows for common assignments (including subsidy controls, WNT, WLZ, WMO and Youth Act). This enables firms to start quickly with professional, compliant frameworks.  
   

• Cloud-based collaboration and security – workflows are centralized, secure and accessible anytime, anywhere, and teams can work securely with robust data protection and streamlined communication between colleagues and clients. 
   

• Efficiency and quality assurance – SCOPE+ provides clear workflows, review tools and data reuse to help firms save time, reduce duplications, identify risks early and maintain consistent quality across all special assignments.  
   

With the introduction of SCOPE+, Caseware reinforces its market leadership by offering the first dedicated cloud solution for non-standard engagements – uniquely enabling firms to seize new opportunities, strengthen client relationships and scale services with confidence. 

Click here to learn more about SCOPE+.  

Accounting professionals will also have the chance to experience SCOPE+ live at CwX 2025, Caseware Netherlands’ annual customer event. Taking place on November 25 at Inspyrium in Cuijk, the event offers accountants and advisors the opportunity to see the solution in action, discover the latest innovations across the Caseware platform and connect with peers and experts through a full day of keynotes, sessions and live demos. 

Register now to secure your place at CwX Netherlands 2025: Registration | CwX 2025. 

****

About Caseware    

Caseware is the leading global provider of AI-powered and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations and government regulators. Caseware’s innovative platform and tools help more than half a million users in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit caseware.com.    

TORONTO, September 9, 2025: Caseware™, a global leader in AI-powered, cloud-enabled audit, financial reporting and data analytics solutions, is celebrating a wave of industry recognition, with recent award wins highlighting its leadership in innovation, products and people.

August 2025 marked a double triumph for Caseware. The company earned the Boomer Consulting Process Innovation Visionary Award, and Danielle Supkis Cheek, SVP of AI, Analytics and Assurance, was celebrated as Technology Executive of the Year at The American Business Awards (The Stevie® Awards).These accolades recognize the company’s trailblazing vision in reshaping accounting processes, as well as the outstanding leadership of one of its distinguished experts.

The Boomer Circles™ Summit press release stated: “Caseware delivers transformative audit technology that meets firms where they are – desktop, cloud or hybrid. Tools like the OnPoint Suite, LeaseJava, Extractly, Validate and AiDA streamline workflows, enhance compliance and integrate seamlessly with other systems. These innovations deliver significant efficiency gains for clients, proving Caseware’s commitment to impactful, practical solutions.”

The judging panel at The 22nd Annual International Business Awards® remarked of Stevie® Award winner, Danielle Supkis Cheek: “Danielle is clearly elevating the entire accounting profession into a new era of trusted AI. Her work bridges the complex realms of AI, ethics and professional standards in accounting. This nomination presents a compelling case of transformational leadership that balances innovation with accountability.”

The award triumphs build on February 2025’s recognition from Accounting Today, which named Caseware AiDA and the Dynamic Audit Solution (DAS) – the fully integrated, cloud-based solution from the AICPA, CPA.com and Caseware – among its 2025 Top New Products for Accountants. Collectively, these awards reinforce Caseware’s position as a technology leader that is powering trust in the global economy.

David Marquis, chief executive officer, Caseware remarked, “Caseware continues to set the standard for innovation in our industry. Our transformative products and talented teams are changing the way accountants work worldwide. These awards are a powerful recognition of the impact we’re making today – and they inspire us to keep pushing boundaries as we shape the future of the profession together with our customers and partners.”

Spotlight on CwX: Powering Trust and Driving Transformation

Caseware’s recent successes set the stage for its upcoming CwX global events, where the company’s vision and award-winning technology will take centre stage. CwX Germany (Sept 11), CwX UK (Oct 14) and CwX Netherlands (Nov 25) will bring together leaders, innovators and influencers from across the profession to exchange ideas, showcase transformative technologies and shape the future direction of accounting and audit.

CwX is Caseware’s flagship global experience. More than a conference, it’s a strategic platform designed to unite top firms, industry authorities and technology pioneers. With a focus on cloud adoption, AI-driven workflows and digital transformation, CwX strengthens customer and partner relationships while showcasing Caseware’s commitment to powering trust in the global economy.

*****
About Caseware

Caseware is the leading global provider of cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations and government regulators. Caseware’s innovative tools and platforms help more than half a million users in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit caseware.com.

TORONTO, August 18, 2025: Caseware™, a global leader in AI-powered and cloud-enabled audit, financial reporting and data analytics solutions for accounting professionals, today announced its executive leadership team evolution, as the company further accelerates growth in the rapidly evolving accounting technology space.  

The newly appointed leadership team brings deep expertise in SaaS, artificial intelligence and accounting technology, with a strong track record of scaling enterprise software businesses and delivering customer value.   

“Great companies evolve with purpose,” said David Marquis, Caseware chief executive officer. “Caseware is positioned for its next chapter of innovation and impact. Our platform and people are aligned to our vision to power trust in the global economy.”   

Assembled over the course of the calendar year, this team spans critical functions – R&D, Go-to-Market, Finance and Operations – and represents decades of leadership in digital transformation, customer engagement and strategic execution. Sam High (CTO) and Andrew Smith (CPO) onboarded in Q1 2025, while Ericka Podesta McCoy (CMO) and Mike Jahoda (CCSO) onboarded in Q2 2025. Chris Nagy (CFO & COO) and Jason Rushforth (CRO) will onboard in Q3 2025.  

Their shared focus is on driving AI-led innovation that elevates audit quality, increases accounting workflow efficiencies, accelerates auditor effectiveness and enables exceptional client service.  

“David has built a world-class team that positions Caseware to lead in AI and cloud innovation,” said Alexander Johnson, director at Hg, Caseware’s majority investor. “This leadership foundation sets the stage for sustained growth, stronger customer outcomes and continued market leadership in accounting technology.”  

Caseware appreciates the substantive value created by its outgoing executives for their leadership and impact during the company’s transformation journey and their continued support during the transition.   

With this strengthened leadership foundation, Caseware is uniquely positioned to accelerate its mission of being the accounting professional’s AI-powered platform of choice to drive efficiency and unlock growth.  

To learn more, visit our website.  

****

About Caseware    

Caseware is the leading global provider of AI-powered and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations and government regulators. Caseware’s innovative platform and tools help more than half a million users in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit caseware.com.    

Singapore, June 30, 2025: Caseware, a global leader in cloud-enabled audit, financial reporting and data analytics solutions, today announced the launch of Cloud Audit, a powerful, cloud-based audit platform purpose-built for Singapore’s audit professionals. 

Designed to accelerate audit transformation, Cloud Audit is aligned with the Institute of Singapore Chartered Accountants (ISCA) methodology, helping firms to meet Singapore’s regulatory and professional standards with confidence. “With the launch of Cloud Audit, we’re bringing a modern, collaborative and secure audit solution tailored to the needs of Singapore’s practitioners,” said Sarah Butler, head of solutions, APAC at Caseware. “Already available and gaining significant traction in Australia, this platform is designed to help firms embrace digital transformation, improve efficiency and stay ahead of evolving compliance requirements.” 

Early adopters of Cloud Audit in other countries across Asia Pacific are already seeing measurable benefits. Accru Felsers, an award-winning accounting firm in Australia, reports improved team collaboration and faster turnaround times since implementing the solution. Jean Zhang, audit and assurance partner, remarked, “With Cloud Audit, we update one template, and every new file reflects that – saving us weeks of work. It’s fast, consistent, and accessible from anywhere. After trying it, we wondered why we didn’t make the switch sooner.”  

Didarul Khan, director at Auditeo, the next-gen auditors and forensic audit experts, added, “We were actively looking for a cloud-based audit solution and, after reviewing several products, we selected Caseware for its functionality and integration. It has been a game-changer for us, particularly the risk assessment feature, which allows us to clearly identify key risks and design targeted responses. The software helps to customise the scope of each engagement in a smart and efficient way and, thanks to the integration with Cloud Financials, preparing statutory financial reports post-audit is now much faster and more streamlined.” 

Thanks to Caseware’s Artificial Intelligence Digital Assistant, Caseware AiDA™, customers will benefit from AI-powered tools within their audit workflow. Caseware AiDA provides real-time guidance for complex audit challenges and summarises detailed documents in seconds, turning complex information into actionable insights that drive better decision-making. Operating natively within Caseware Cloud, Caseware AiDA delivers consistent, secure integration into audit workflows for enhanced productivity. 

Key Features of Cloud Audit include: 

• Real-Time Collaboration – audit teams can work simultaneously on engagements, with instant visibility into updates. 

• Automatic Updates – ensures seamless deployment of compliance and template updates, reducing manual intervention. 

• Built-in Analytics – provides real-time insights to support smarter, data-driven decision-making. 

• Streamlined Reviews – enables managers and partners to easily review and oversee critical engagement areas. 

• Enterprise-Grade Security – delivers advanced encryption and secure data hosting to protect sensitive client information. 

Cloud Audit also supports remote work, improves productivity through automation and allows firms to modernize audit processes in line with global digital trends. 

Showcasing innovation at ISCA Tech Fair 2025  

Caseware will participate in ISCA’s Tech Fair 2025, scheduled for July 11 at ISCA House. The event serves as a major platform for accounting professionals to explore emerging technologies and their applications within the profession. Located in the SMP-focused zone on Level 4, Caseware will host live product demonstrations and discussions focused on audit innovation. Attendees can engage with the Caseware team to explore how its solutions are used to enhance audit efficiency, collaboration and compliance across practice sizes. 

****

About Caseware  

Caseware is the leading global provider of cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations and government regulators. Caseware’s innovative tools and platforms help more than half a million users in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit caseware.com.  

TORONTO, April 8, 2025: Caseware, a global leader in cloud-enabled audit, financial reporting and data analytics solutions, proudly announces the appointment of Barry Melancon, CPA, CGMA, as chair of its newly formed Global Advisory Board. Melancon, the former president and chief executive officer of the American Institute of Certified Public Accountants (AICPA) and chief executive officer of the Association of International Certified Professional Accountants, brings a wealth of expertise to Caseware as the company continues its mission to transform the accounting and audit profession through innovation and technology. 

With over 30 years of leadership experience in accounting, Melancon is known for his passion for the profession, his role in encouraging accountants to think globally and for enhancing the profession’s image. His appointment marks a significant milestone for Caseware as it expands its global footprint and deepens its commitment to empowering accounting and finance professionals with cutting-edge solutions. 

“We are honored to welcome Barry to the Caseware team,” said Mike Sabbatis, chair of Caseware. “His unparalleled industry expertise, visionary leadership and deep understanding of the evolving accounting landscape will be invaluable as we continue to drive innovation and provide best-in-class solutions for our customers worldwide.” 

As chair of the Global Advisory Board, Melancon will collaborate with industry leaders to provide strategic guidance, ensuring Caseware remains at the forefront of technological advancements that enhance efficiency, compliance and insight for audit, accounting and finance professionals. 

“Caseware is at an exciting inflection point, and I am thrilled to join the company as chair of the Global Advisory Board,” said Barry Melancon. “The profession is undergoing a profound digital transformation, and Caseware is uniquely positioned to lead the way. I look forward to working with the team to shape the profession’s future through innovation and strategic collaboration.” 

David Marquis, chief executive officer of Caseware, added, “Barry’s reputation as a global thought leader and advocate for the accounting profession is unmatched. His insights will be instrumental in guiding our mission to equip professionals with the tools they need to navigate an increasingly complex and technology-driven world.” 

Caseware’s Global Advisory Board will bring together top industry experts to help shape the company’s vision, ensuring its solutions remain at the cutting edge of industry needs. 

About Caseware  

Caseware is the leading global provider of cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations and government regulators. Caseware’s innovative tools and platforms help more than half a million users in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit caseware.com.  

Caseware confirms security of client confidential information and response reliability with independent assessment of its AI digital assistant 

TORONTO, February 11, 2025: Caseware, a global leader in cloud-enabled audit, financial reporting and data analytics solutions, has today announced that Holistic AI, makers of the leading AI governance platform for the enterprise, has been chosen as a strategic foundation of Caseware’s AI strategy to provide ongoing assurance and visibility of Caseware’s rigorous safety standards for its solutions to its customers. Recently, the companies completed an independent evaluation of the safety and security features within Caseware AiDA, the organization’s AI digital assistant, performed via the Holistic AI Governance Platform.  

Launched in May 2024, AiDA is a state-of-the-art AI-powered digital assistant for the accounting, audit and finance professions. AiDA is designed to enhance efficiency, ensure compliance and provide precise, context-aware responses to profession-specific inquiries enabling accounting, audit and finance experts to work more efficiently. With AiDA, no user prompts are retained or fed back into the training model, maintaining the highest standards of data security and compliance that Caseware has always delivered for the profession. 

The Holistic AI Governance Platform’s evaluation process, which assigned Caseware AiDA a low-risk rating, validated that sufficient steps have been taken to mitigate key risks often found in the areas of transparency, efficacy, robustness and privacy through significant qualitative and quantitative testing. This rigorous assessment ensures AiDA meets the requisite standards of AI safety and assurance, particularly crucial for accounting and audit professionals who must maintain strict data security and professional standards. 

“As AI adoption accelerates in the accounting profession, ensuring trust and safety is paramount,” said Adriano Koshiyama, co-founder and co-CEO of Holistic AI. “Our mission is to empower enterprises to adopt and scale AI with confidence. We recognize those organizations that share our commitment to governance and actively demonstrate development of responsible AI tools while protecting customer data and maintaining professional standards. Caseware is leading the way in harnessing AI’s potential with AiDA, delivering innovation at speed while maintaining an unwavering commitment to security and trust. We are proud to partner with them on this transformative journey.” 

“Professional skepticism and accuracy are foundational to the accounting profession,” said Danielle Supkis Cheek, senior vice president, AI, Analytics and Assurance at Caseware. “As users may place confidential, restricted, personal and sensitive personal data into AiDA, privacy is a key concern. At Caseware, our safety-first ethos sets us apart. By incorporating the ongoing evaluation of an independent AI governance platform from Holistic AI, we’re demonstrating our commitment to building secure, efficient, fit-for-purpose AI tools that accountants can trust, maintaining the rigorous standards the profession demands.” 

Supkis Cheek continued, “The Holistic AI Governance Platform is a strategic element of our AI strategy, staying true to our commitment to the responsible creation and delivery of AI tools. Caseware will continue to enhance its AI-driven solutions, ensuring they meet the highest standards of transparency, accountability and ethical practices.”  

Caseware AiDA was recently announced as one of the 2025 Top New Products for Accountants by Accounting Today. 

****

About Caseware

Caseware is the leading global provider of cloud and AI-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations and government regulators. Caseware’s innovative tools and platforms help more than half a million users in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit caseware.com.

TORONTO, February 4, 2025: Leading global audit, analytics and accounting software provider Caseware today announced its inclusion in Accounting Today’s 2025 Top New Products list. Both Caseware’s AI-powered assistant Caseware AiDA and the Dynamic Audit Solution (DAS) – developed in collaboration with the AICPA and CPA.com – achieved the top ranking in their respective categories of AI Tools and Audit Tools. 

Caseware AiDA (Artificial Intelligence Digital Assistant), named after computer science pioneer Ada Lovelace, has been recognized for its sophisticated approach to professional services AI deployment. The solution was noted for its ability to provide context-aware responses to profession-specific inquiries while maintaining the highest standards of data security and privacy. 

DAS was acknowledged for its revolutionary approach to modernizing the audit process. DAS represents a complete reimagining of audit methodology, incorporating cloud-based technology, embedded sampling, financial statement modules and real-time collaboration capabilities. 

“This recognition from Accounting Today validates our commitment to driving innovation in the accounting and audit profession,” said David Marquis, CEO of Caseware. “With AiDA and DAS, we’re not just creating new tools – we’re fundamentally transforming how accounting professionals work while ensuring the highest standards of security and efficiency. These solutions represent our vision for the future of audit and accounting technology.” 

Caseware is dedicated to advancing the profession through cutting-edge technology while maintaining strict security and privacy standards. AiDA provides secure, profession-specific assistance for accounting and auditing matters, while DAS offers a comprehensive platform that streamlines and modernizes the entire audit process. 

In 2024, Caseware’s Sherlock ranked top in the Accounting Today list in the best Data Analysis Tools category.  

Click here for a full list of the 2025 product rankings.  

— ends — 

About Caseware  

Caseware is the leading global provider of cloud and AI-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations and government regulators. Caseware’s innovative tools and platforms help more than half a million users in 130 countries work smarter, dig deeper and see further as they transform insights into impact. For more information, visit caseware.com.