
Turn hours into minutes: AI-powered substantive testing with Caseware Extractly
Free audit teams from manual data work so they can focus on analysis, professional judgement and client insight.
Auditors do not choose their profession to spend hours rekeying numbers from PDFs. Yet invoices, bank statements and government forms still force many teams into repetitive manual work before they can begin meaningful analysis.
Work that should take minutes stretches into hours, increasing transcription risk, draining team morale and leaving less time for analysis or client conversations.
Why manual testing holds firms back
Audit evidence rarely arrives in an auditor-friendly format. Scanned documents, inconsistent columns and high-volume transaction listings create a long preparation phase before the team can interpret the information.
- PDFs and scanned images that do not translate easily into spreadsheets
- Layouts with inconsistent columns and formats
- Large transaction listings that require line-by-line verification
The automation breakthrough
Bulk uploads, reusable extraction templates and one-click navigation between extracted data and source documents transform the testing process. Teams can focus on exceptions and risk rather than data entry.
“What used to take two or three hours can now be completed in a matter of minutes.”
From Caseware customer implementation experiences
The benefits go beyond time
Speed is only part of the story. Automation creates more reliable results, scalable capacity and higher-value development opportunities for junior auditors.
- Fewer human transcription errors
- Scalability for larger and more complex engagements
- A stronger and more visible review trail
- Faster and more consistent client service
Turn a bottleneck into an advantage
Substantive testing does not need to remain an unavoidable audit bottleneck. With the right technology and controlled workflows, hours of manual work can become minutes of reliable testing.



