Bring data together
Move structured information from different sources into one analysis environment and reduce preparation time.
- Validate data fields
- Identify duplicate and missing records
- Create analysis-ready data sets
Data analytics for audit
Examine more of your data and identify risk faster.
Caseware IDEA helps teams analyse large data sets from different sources, identify exceptions and build repeatable audit tests.
Product features
Go beyond samples with more comprehensive analysis
Import, prepare and examine financial and operational data using tests aligned to your audit questions, then turn results into understandable outputs.
Make exceptions visible
Find unusual transactions, unmatched records and activity outside defined rules in high-volume data.
- Run exception tests
- Compare periods and populations
- Prioritise results
Build repeatable analytics
Standardise commonly used steps so the same tests can be run more quickly and consistently across periods.
- Document analysis steps
- Accelerate routine controls
- Share results with the team
Key benefits
Increase audit coverage and confidence in data
Broader coverage
Review large populations and identify risks that may sit outside a sample.
Faster testing
Reduce data preparation and test execution time with a structured approach.
Repeatable results
Standardise analysis steps and compare results between periods.
Clear findings
Turn results into outputs that audit teams and stakeholders can understand.
Put analytics at the centre of audit
Turn audit questions into broader data tests.
We can review your use cases and identify the analyses that can be delivered with IDEA.
Frequently Asked Questions
Supported sources and import options are reviewed against the version and intended use case. Example structures can be assessed before a demo.
Many core analyses can be completed through visual tools. Training and technical guidance are available for advanced and repeatable scenarios.
Yes. The same control logic can be applied to periodic data sets to create repeatable analysis processes.
Foundation, advanced and organisation-specific training can be planned around user experience and intended use cases.
Where information security conditions allow, a scenario can be discussed using sample or anonymised data.
The Caseware approach
A more systematic and explainable view of the full data population
IDEA is designed to turn analytics from a separate technical exercise into a repeatable process connected to audit objectives.
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more connected future.
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