Caseware Extractly
Solution de vérification intelligente et de rapprochement dans Excel pour l'extraction et la mise en correspondance automatisées des données.
Key Benefits
Automated Extraction
Bulk upload invoices and bank statements, then auto-extract fields into ready-to-test Excel workbooks.
Streamlined Review
Give managers clear links from sample detail to supporting documents, so notes close faster with less back and forth.
Stable Workbooks
Keep heavy document processing off your laptop so workbooks stay responsive through peak season.
Wider Testing Coverage
Increase sample coverage without extra hours so you strengthen conclusions without going over budget.
Product Overview
Turn PDF and image evidence into Excel-ready testing data. Extract fields, clean tables and verify samples against supporting documents using cloud processing and storage, keeping Excel running fast and eliminating time-consuming manual work for audit teams.
Features
Drag, drop and organize documents from a sidebar in Excel. Upload files to cloud storage and use a keyword search to find invoices or statements across large folders.
Use OCR technology to capture printed or handwritten values, then pull fields or tables into your worksheet. Fix wrapped text, add rows or columns and reuse saved layouts.
Select fields from your sample, pick folders to search, then Extractly vouches each transaction to a document. Review variances fast and jump to the source in one click.
Add comments and exception flags on evidence, then export a single PDF with links back to each source so reviewers can trace support in seconds and maintain a clear trail.
How to Get Started
- Upload
Upload documents to cloud folders. - Extract
Extract fields or tables into worksheets. - Verify
Vouch samples and flag mismatches fast. - Review
Review collaboratively with linked documents. - Export
Export linked evidence for signoff.
Additional Resources
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