End-to-end audits, from planning tofinancial statements
Modern audits require a single, structured workflow—not disconnected tools. Caseware integrates methodology, data analytics, review and reporting in one platform.
What firms achieve with Caseware
True end-to-end audit execution
Apply a standards-aligned approach with guided planning and workflows that reduce variability while allowing for professional judgment.
Faster reviews with fewer late issues
Keep planning, risks and procedures connected in one live audit file so changes flow through and reviews happen in real time.
Stronger audit quality and defensibility
Support clear audit trails, layered review and documentation that stands up to reviews.
Better visibility for firm leadership
Monitor engagement progress, workload and potential outages to support oversight and continuous improvement.
When we look at audit quality and we’re able to have Caseware actively say, ‘OK, we’ve done this risk assessment, but the system does all of the procedures for us based on that risk assessment and how it flows through automatically,’ that is a big enhancement to our audit quality work.
A connected approach to financial statement audits
Caseware brings audit execution and financial reporting together in a single platform, eliminating the gaps that slow teams down
Start every audit with structured, standards-aligned methodology. Guided prompts, industry content, and linked standards help teams assess risk consistently while tailoring procedures as understanding deepens.
- Dynamic engagement setup
- Linked risks and responses
- Industry and entity-specific planning
- Consistent methodology application
Perform testing, analytics and documentation in a single audit file. When risks change, related procedures and workpapers update automatically, keeping teams and reviewers aligned.
- Centralized workpaper management
- Real-time collaboration across roles
- Automated linkage between risks and procedures
- Built-in review and sign-off
Generate financial statements directly from audited data, apply disclosure logic and validations and keep reporting aligned as audit changes occur.
- Trial balance–driven statement generation
- Disclosure logic and validations
- Version-controlled review
- Quality-centered completion and reporting
Reduces manual vouching by pulling relevant data directly from invoices, contracts and supporting files.
- Faster extraction of data from source documents
- Reduced manual vouching effort
- Consistent capture of audit evidence
- Smoother progression through substantive testing
Related products
Frequently Asked Questions
Caseware provides structured, standards-aligned audit workflows that guide teams through planning, risk assessment, execution and review. Methodology content can be tailored by jurisdiction, industry and firm policy while keeping risks, procedures and documentation connected as the audit evolves.
Reviews take place within the same live audit file used for fieldwork. When risks or procedures change, related workpapers and documentation update automatically, helping issues surface earlier and reducing late-stage rework and review notes.
Caseware includes built-in analytics and intelligent assistance within the audit workflow. Teams can identify anomalies, review trends and access contextual guidance without leaving the audit file, supporting faster, more informed judgment.
Firms can import trial balances and supporting data from common sources and transition existing audits to Caseware using guided onboarding. This allows teams to adopt cloud-based workflows while maintaining continuity and minimizing disruption.
Lead your firm to accuracy, efficiency, and growth with Caseware
The authority in AI-powered audit
