Harness the power of data-driven insights across your practice
Being the global technology leader for audit, assurance and accounting industry since 30+ years, we understand the challenges facing accounting practices worldwide and the growing need for adopting an insights-driven culture. 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, including but not limited to areas like system integration, data extraction and analysis. A smart, seamless yet simplified data-driven solution is the need of the hour. Say hello to the latest solution in the Caseware ecosystem for business intelligence in accounting – Caseware Sherlock.
Elevating Your Practice and Client Services with Intelligence
Caseware Sherlock is pioneering accounting practice intelligence across the globe. Our one-stop, powerful, cloud-based platform offers automated, centralized data warehousing from all your ongoing and historic Caseware engagements securely, and a flexible path to turn big data into actionable practice-wide insights through advanced analytics and data visualizations. Caseware Sherlock helps you monitor practice health, manage risks better, discover growth avenues and become the trusted strategic advisor for your clients. Future-proof your practice today with this new gateway to limitless possibilities.
Powerful, secure, cloud platform with a sleek user interface
Automated data transformation (ELT) of Caseware engagements
Flexible visualization path to turn big data into actionable practice-wide insights
Improved staff and client experience with insights to elevate every phase of the engagement
What's in it for you?
Get a 360 Degree View into Your Practice
Build an insights-driven culture and stay relevant as you can access all your engagement and practice-wide data at a glance from a central, cloud-based warehouse and business intelligence platform that automatically integrates with the Caseware ecosystem and helps you operate your firm/practice more effectively.
Boost Staff Efficiency and Experience
Automate data mining and analysis, reducing errors and enabling staff to be more productive, thus saving the firm time, money and resources. In addition, empower your team to draw insights from volumes of data in no time and present findings to clients in a visual, easy-to-understand manner, elevating the client and staff experience.
Become a Trusted Strategic Advisor
Tell a compelling, insights-driven story with flexible options to generate visualizations for sharing insights, make reporting exciting for your clients, enhance communication and drive clients to better, more-informed decision making. Sherlock also empowers you to differentiate your practice and add more advisory value to your clients through advanced analytics like benchmarking for trend analysis, comparison to industry, etc.
Deliver Intelligence with Confidence
Ensure robust data security with automated data extraction and controlled user access, reducing errors and data breach, and building staff and client confidence in the insights. Also, Sherlock’s strong built-in capabilities help you stay assured of data completeness while minimizing cybersecurity risks.
Be Future Ready
Become the change agent and accelerate your firm’s digital transformation through this powerful cloud-based BI platform that can be accessed even in flexible work environments and for big data analytics. Enjoy the flexibility to scale as you grow when you partner with Caseware.
Flexible Path to Visualizations with Caseware Sherlock
Reader
With this read-only license, get access to all the on-demand* and custom-built visualizations for practice-wide insights and share with stakeholders as required
*availability subject to regions
Builder
Build your own dashboards with this easy-to-use capability to customize the insights based on your practice
APIs
Automatically export 14+ databases to external reporting tools for further analysis, eliminating the time and errors in data transfer.
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