Caseware Sherlock

Practice and engagement intelligence platform providing firm-wide visibility, benchmarking and performance insights.

Solutions:

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Key Benefits

Streamlined Reviews

Cut down review lag by spotting overdue notes and documents across files before deadlines slip.

Tighter Engagement Economics

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

Automated Data Load

Automatically extract engagement data and load it to a central database, removing manual spreadsheets and keeping firm reporting consistent over time.

Project Status View

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.

Risk Drilldown Tools

Drill into risk assessments, controls and affected financial statement areas without opening each file, then compare ratios and materiality to similar client benchmarks.

Builder and APIs

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.