Caseware Sherlock
Key Benefits
Streamlined Reviews
Cut down review lag by spotting overdue notes and documents across files before deadlines slip.
Tighter Engaement Economic
Catch bottlenecks early so you can balance workloads, protect realization and hit delivery dates.
Consistent Quality
Ensure firmwide compliance with your quality management system by monitoring engagement controls, reviewer assignments, and timely file lock-downs.
Elevated Advisory
Benchmark ratios, materiality and account swings to sharpen planning and strengthen client advice.
Product Overview
The practice intelligence platform that gives firm leaders complete visibility across engagements, clients and staff. See practice-wide progress, flag overdue deliverables and open issues early while keeping audits moving with consistency and control.
Features
Automatically extract engagement data and load it to a central database, removing manual spreadsheets and keeping firm reporting consistent over time.
Use pre-built views to track overdue issues, review notes and deliverables across clients so managers can clear hurdles and keep progress moving each week.
Drill into risk assessments, controls and affected financial statement areas without opening each file, then compare ratios and materiality to similar client benchmarks.
Create dashboards with Sherlock Builder using drag and drop or push trial balances, documents, issues and mappings to PowerBI or Tableau via APIs without rekeying.
How to Get Started
- Integrate
Connect to PowerBI or Tableau reporting. - Connect
Link your client files to Sherlock. - Load
Auto-load file details to database. - Explore
Open pre-built views for firm progress. - Customize
Create firm metrics in Sherlock Builder.
Additional Resources
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