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IDEA

Generate better audit insights with the trusted platform for data analytics

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Expand your audit analytics landscape

Data analytics is changing the game for audit, accounting and finance professionals worldwide. When analyzing audit data — whether you’re detecting fraud or identifying anomalies, trends and patterns — you need a solution that delivers high-quality results without fail.

Caseware IDEA is a comprehensive, powerful and easy-to-use data analysis software offering designed by audit experts. With a modern, intuitive interface and advanced analytical functionalities, Caseware IDEA accelerates data analytics, provides a user-friendly experience and supplies you with in-depth knowledge in a timely, cost-effective manner.

Features

Seamless data imports to add audit efficiency

Import data easily from top sources, including PDF, Excel and CSV. IDEA accounting software also works with 50+ packages (Quickbooks, Sage, Xero, etc.), Caseware Working Papers, Python and more.

Powerful audit analytics for deeper, more informative insights

Boost your view with our all-in-one analytical tool that covers every audit need. Whether you’re running a specific test, like sampling, or using built-in automated tests for an entire financial audit, IDEA has you covered.

Comprehensive reporting that gives auditors the full view of what’s happening

Visually pinpoint patterns, trends and outliers using interactive dashboards. With seamless integrations, you can export engagement results or third-party applications.

Reliable audit trail that delivers an accurate and reliable record

Master your work with Project Overview. This tool displays every task’s status using sleek graphics. Document the project or generate a script quickly to re-run the analytics later.

Benefits

Boost productivity

Boost productivity

Automate data analysis using ready-made workflows and simplified navigation to reduce errors. Watch productivity soar as staff focus on more critical work, saving time and money.
Improve risk management

Improve risk management

Mitigate risks related to data security and confidentiality with Caseware’s unified ecosystem. Harness audit intelligence and machine learning techniques to generate risk-based samples.
Reclaim time and money

Reclaim time and money

Reduce wasted time. Save weeks using IDEA to verify and analyze hundreds of thousands of records in minutes. 
Strengthen collaboration

Strengthen collaboration

Improve documentation, reporting and collaboration with colleagues and clients, strengthening the audit process and other engagements.
Bolster data integrity

Bolster data integrity

Analyze all data with full confidence using read-only access to source data. IDEA guarantees the accuracy of audit assessments and disclosures in published financial statements.
Provide an unforgettable customer experience

Provide an unforgettable customer experience

IDEA’s intuitive design prioritizes users. With our software, you receive a wealth of resources to gear teams for success.

Supporting components

Enhance your IDEA experience

Take advantage of these modules to run more tests and generate better insights. These key platform components include features designed to take your usage to the next level:

  • IDEA Lab

    Offers analytics plug-ins developed by industry experts, with cutting-edge tech and industry-specific functions for various tasks.

  • SmartAnalyzer

    SmartAnalyzer enhances audit quality with a range of routines that analyze transactions in GL, A/R, inventory, fixed assets and A/P.

  • Passport

    Caseware IDEA’s Passport user portal hosts downloads, tutorials, SmartAnalyzer apps, industry content, custom functions and more.

Boost your reports with these added features

These plug-ins add extra capabilities to your IDEA solution.

  • Exceptional Exceptions
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    Access audit intelligence and machine learning techniques to generate risk-based samples and provide overviews of risk areas. Focus on items posing the biggest threats.

  • Financials
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    Access 100+ smart audit tests for faster, detailed analysis of the general ledger and important sub-ledgers to detect issues effortlessly.

  • Journal Entry Testing
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    Apply over 20 journal entry audit tests and use integrated workflows to conduct audit tests directly and save engagement evidence.

  • Fuzzy join
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    Perform a fuzzy join between two IDEA databases by testing for possible duplicates.

  • Subset Sampling
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    Run a Stratified Random Sample analysis and use the plug-in independently on any data set or as a complement to the Exceptional Exceptions app.

  • Text Analysis
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    Parse and analyze report files, then import results into IDEA to create sentiment analysis, word frequency and word cloud charts.

Make use of these advanced tools designed to drive success in the cloud

Explore these powerful cloud features that can help bring accounting and audit organizations into the modern age.

  • Cloud Connector
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    Provide real-time data linkage between your engagement and MS Excel to access trial balance data as well as engagement and firm properties.

  • CloudBridge
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    Easily transfer data from Caseware Working Papers to a Cloud engagement. This robust utility makes the transition to cloud seamless.

  • APIs
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    See how Application Programming Interfaces (APIs) can help connect your Caseware Cloud account to other tools and systems used in your practice.

  • AiDA (AI Digital Assistant)
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    AiDA is designed to enhance efficiency, ensure compliance and provide precise, context-aware responses to profession-specific enquiries.

  • Caseware Connector
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    This Microsoft add-on for Working Papers lets you automatically synchronize trial balance data to your Microsoft Word or Excel documents.

  • SmartExporter
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    Simplify workflows and diminish wait times with this intuitive extraction tool that pinpoints and exports the precise SAP® data required for analyses.

  • Cloud Import Utility
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    Integrate IDEA with over 90 accounting applications that can fetch information, such as trial balance, with precision and consistency.