Powerful, secure, cloud app with a sleek user interface
Sherlock provides powerful insights from a large volume of engagement data to uncover valuable trends and insights. It includes built-in security features that protect data and ensure only authorized access. The user-friendly interface allows you to easily access and analyze data, create reports and share insights.
Automated data transformation of Caseware engagements
Sherlock fully automates the process of extracting data from your engagements, loading it into a centralized database and transforming it into a format that allows you to easily analyze data from all engagements for business insights. No more manual data entry and manipulation, which is time-consuming and limits data integrity.
Flexible visualization path to turn big data into insights
Sherlock is designed to be highly adaptable and customizable, allowing you to tailor your data visualization approach to your specific needs and goals. You can easily visualize data in a way that makes it easy to identify trends, patterns and other insights that might not be immediately apparent when working in a single engagement.
Deeper insights to elevate every phase of the engagement
Profile your clients on key data points to identify opportunities for client advisory services and gain deeper insights from client financials to analyze year-over-year trends. Benchmark a client’s data against others in the same industry to suggest avenues for growth.
Get a 360-degree view
Boost staff efficiency
Become a trusted advisor
Deliver intelligence confidently
Get a complete practice intelligence solution with these elements
Caseware Sherlock consists of three primary modules: Sherlock Reader, Sherlock Builder and Sherlock API. Together they provide a firm-wide solution usable by staff in various roles.
With this read-only license, access all on-demand* and custom-built visualizations for practice-wide insights. *Availability subject to region
Build your own dashboards using this easy-to-use capability, without the need for coding, and customize the insights based on your practice.
Automatically export 14+ databases to external reporting software programs for further analysis, eliminating data transfer errors.
Supercharge your Sherlock experience with these pre-built dashboards
Gain more insight into your data with easy-to-use Sherlock Visualizations. This product includes pre-designed visualizations that automatically populate with the data from an engagement file, including:
Practice and project managementarrow_forward
Get a high level overview about your practice in one dashboard by viewing key information, including firm monitoring, engagement progress, overview of issues and deliverables.