AI designed for the world of accounting and audit
Artificial intelligence is reshaping audit and accounting. Caseware embeds AI directly into engagement workflows to reduce manual effort, surface risk earlier and support judgment-driven work while maintaining governance, transparency and human oversight.
Innovations that deliver
Built to support professional judgement
Purpose-built for assurance and accounting workflows, Caseware’s AI is designed to improve accuracy and efficiency.
Accelerates learning and capability
In-context guidance helps staff move beyond rote tasks sooner, apply confident judgement earlier in their careers.
Aligns quality and efficiency
AI tools that help you create high-quality outputs, reducing rework and review effort—delivering productivity gains without added risk.
Improves accuracy
and confidence
Surface inconsistencies, anomalies and missing information earlier in the engagement.
Validate makes the process of checking the accuracy of financial statements more efficient and of higher quality, which in turn allows the user to focus on the higher-level issues in their review.
Workflow-embedded intelligence, not generic AI
AI that establishes engagement context early through Caseware AiDA, the digital assistant that surfaces the right methodology, applicable standards and firm guidance based on where the team is in the workflow.
- Summarize PDFs across engagements and extract key points instantly
- Get informed answers based on the entire engagement
- No data used to train models
- Built-in compliance and data security standards
Caseware extracts and structures data from PDF images, documents and financial files, linking evidence directly to transactions and procedures without manual handling.
- Capture printed and handwritten data using powerful OCR
- Convert messy bank statements into organized Excel formats
- Match invoices, amounts and supplier names across documents
- Template extraction from recurring layouts
Caseware validates financial statements, highlights changes and inconsistencies, focusing reviews on higher-risk, judgment-heavy areas
- Auto-detects errors in financial statements
- Tracks changes across drafts, eliminating manual comparisons
- Prior period comparisons flag discrepancies instantly
All AI capabilities operate within organization-defined boundaries, with full transparency, audit trails and mandatory professional review where accountability remains with the professional.
- Firm-defined AI boundaries and controls
- No autonomous decisions without review
- Governance aligned to professional standards
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Ready to transform
your practice?
See how the Caseware platform can help your team work smarter, faster and with greater confidence
