IDEA

Audit analytics solution for full-population testing, anomaly detection and audit evidence.

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Key Benefits

Stronger risk coverage

Import from any source to pinpoint outliers, gaps and duplicates before sampling.

Repeatable work

Re-run the same routines with confidence using a clear, immutable history of every step.

Stronger client insights

Explain results faster with interactive dashboards and investigation-ready outputs you can publish in a click.

Start testing sooner

Convert exports quickly so testing starts sooner, with less cleanup across clients.

Product Overview

Analyze full populations across ledgers, flag exceptions fast and document repeatable tests. Import from spreadsheets, PDFs, ERPs and Working Papers, then share dashboards and result history with your team. Add AiDA, an in-app AI assistant for in-app guidance when you need it.

Features

Seamless data imports

Import from Excel, CSV, PDFs, 50+ accounting systems and Working Papers without altering source files. Conversion preserves fields so you can start analytics sooner with less prep.

Software window with options to select Excel sheets to import showing preview table with site, date, time, and user columns.
Advanced audit analytics

Audit intelligence flags high risk transactions so you can follow up where it matters.

Scheduled automation

Schedule scripts to run overnight, routines on refreshed data and receive success or failure alerts. Keep a clear run history for review and sign-off.

Software schedule window with options for once, daily, weekly, monthly tasks and date/time selection.
Dashboards and publishing

Profile records, build dashboards, then publish results for audit, investigation, or management users. Share files on Caseware Cloud or export to Power BI, Tableau or Excel.

Dashboard with bar chart, pie chart, quadrant chart, and table showing Top 10 users by absolute amount.

How to get started

  1. Import
    Import client files into a project.
  2. Profile
    Profile records to understand patterns.
  3. Test
    Run SmartAnalyzer and custom routines.
  4. Automate
    Schedule scripts and track each run.
  5. Report
    Publish outputs to teams and clients.

Additional Resources