Sherlock
Harness the power of data-driven insights across your practice for informed decision-making
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Turning data into limitless possibilities
Accounting practices are finding it increasingly difficult to look across large volumes of engagement and practice-wide data to obtain timely insights and identify trends for client advisory and internal process improvements.
Traditional analytical tools pose several limitations in such areas as system integration, data extraction and analysis. Firms need a smart, seamless yet simplified data-driven solution. Say hello to the latest solution in the Caseware ecosystem for business intelligence in accounting — Caseware Sherlock, which can help your firm transition to an insights-driven culture.
Features
See across your entire firm
Get a clear, comprehensive view of project progress, overdue deliverables and bottlenecks to make more informed decisions.
Generate data-driven insights
Review your clients’ financial metrics and materiality thresholds against peer benchmarks to assess risk and outliers.
Adapt visualizations to your unique needs
Easily create custom dashboards and visualizations through drag and drop or integrate with the BI tools you already use via Sherlock APIs.
Benefits
Get a 360° view into your practice
Boost staff efficiency and experience
Deliver intelligence with confidence
Be future-ready
Supporting tools
Get a complete practice intelligence solution with these elements
Caseware Sherlock consists of three primary modules: Sherlock Reader, Sherlock Builder and Sherlock API. Together they provide a firm-wide solution usable by staff in various roles.
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Sherlock Reader
arrow_forwardWith this read-only license, access all on-demand* and custom-built visualisations for practice-wide insights.
*Availability subject to region
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Sherlock Builder
arrow_forwardBuild your own dashboards using this easy-to-use capability without the need for coding, and customise the insights based on your practice.
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Sherlock API
arrow_forwardAutomatically export 14+ databases to external reporting software programs for further analysis, eliminating data transfer errors.
Supercharge your Sherlock experience with these pre-built dashboards
Gain more insight into your data with easy-to-use Sherlock Visualisations. This product includes pre-designed visualisations that automatically populate with the data from an engagement file, including:
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Risks and Controls
arrow_forwardView summaries and trends as well as a detailed breakdown of an engagement’s risks and controls.
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Financial Information
arrow_forwardMonitor significant changes in financial information, including trial balance and financial statement areas.
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Partner and Manager Summary
arrow_forwardView key information on the status of an audit engagement, including partner and manager summary and compliance summary.
Find the answers you need
Your data will be stored in state-of-the-art data centres operated by Amazon Web Services Australian data centre. At Caseware, we’ve included our own security and data encryption processes in addition to AWS security.
For Caseware Working Papers files which are linked to Caseware Cloud, an internet connection is required to synchronise the work from the copy on your machine to the copy on the cloud (and therefore your colleagues’ copies of the file as well). Otherwise, you can perform work on your local copy without internet access. For engagements that are solely worked on within Caseware Cloud through a web browser (eg. our Agile Audit & SMSF Audit products) an internet connection is always required.
