Instantly validate invoice amounts, supplier names and numerical consistency across documents. Pinpoint discrepancies and ensure accuracy without manually searching through multiple PDFs. Conduct large sample testing at once, saving time on high-volume substantive testing. 

Click on extracted data in Excel to instantly navigate back to the source document. Review supporting evidence without switching between multiple screens or files. Incorporate a structured workflow for testing, complete with built-in approvals and reviews.

Automatically cross-check figures between statement and notes across both annual and interim reports. Instantly detect mismatched descriptions, inconsistent opening/closing balances, narrative irregularities and spelling errors. Identify discrepancies early with Red, Amber and Green indicators to flag text or numerical inconsistencies across versions.  

Easily review reports with a side-by-side page view for faster validation. Make editable markups, with all changes logged for transparency. Users can overwrite and track revisions, reducing manual errors and ensuring accuracy and compliance. Enhance team collaboration even under tight deadlines.

Experience real-time collaboration for staff and clients. Your team can perform tasks independently without waiting on others. Seamlessly collaborate with your clients directly within the audit function. Any responses and files received after a request will automatically be filed and referenced within the relevant engagement.

New and existing risks can be added and updated at any time. Our centralised summary page provides visual charts, and records and stores risk assessment notes. Materiality is documented and visible within the navigation panel. Easy visualisation cues allow you to easily see if an assessment is higher than materiality.

Create accurate and professional reports in just a few clicks. With intelligent automation, enhanced data integration and carry forward capabilities, you can effortlessly draft, review and deliver financial statements. Model disclosures can be tailored to help comply with IFRS and local standards.

Modify financial statements, add or remove sections, embed supporting documents and adjust tables to meet your organisation’s specific requirements. Deliver accurate reports that meet your unique needs.

Be up and running in minutes and use the built-in wizard with logical, easy-to-follow workflows enabling you to guarantee computations quickly, then check, analyse and adjust as necessary.

Visually pinpoint patterns, trends and outliers using interactive dashboards. With seamless integrations, you can export engagement results or third-party applications.

Our next-gen cloud technology reimagines the concept of connectivity to your clients, stakeholders and team members. Access apps and documents on the go from any web-enabled device, and do so securely. In addition, leaders and project managers can use dashboards to display real-time information to deepen and accelerate decision-making.

Caseware Cloud offers a variety of APIs that firms can use to seamlessly integrate with other software programs in their practice. Users can customise engagement workflows and leverage a powerful data warehouse and advanced analytics for enriched insights. The result is a competitive edge for talent and client acquisition/retention.

Import trial balance or general ledger details from over 60 accounting packages, or applications like Word, Excel, PDF, ERPs and other electronic formats.

Maximise your firm’s efficiency levels by leveraging Working Papers’ roll-forward capability. This feature takes your existing file and rolls forward data and identified information to the next year.

Sophisticated list management software offers a built-in client query system, ensuring security when sending, receiving and storing data. With it, your team can request information and documents, track client activity and exchange feedback seamlessly.

Use the Xtend app to track the status of client requests. The system will automatically update at important points throughout the engagement. For example, the app triggers automatic status updates when there’s an outstanding request or when the client responds.

Work performed across Caseware engagement softwares (Working Papers, Caseware Cloud, Xtend) is tracked in one place, ensuring nothing is missed and that the risk of inconsistent information is reduced.

Stay on top of internal and external deliverables, know the status of each task (open, unassigned, overdue), and customise based on what is most critical to you.

Get a clear, comprehensive view of project progress, overdue deliverables and bottlenecks to make more informed decisions.

Easily create custom dashboards and visualizations through drag and drop or integrate with the BI tools you already use via Sherlock APIs.