CaseWare

With over 23,000 organizations across 130 countries, CaseWare runs the full audit lifecycle for small and mid-sized assurance firms, from risk-based planning and guided fieldwork through journal entry analytics and financial statement preparation. Teams across the US, UK, Canada, Australia, and Europe use it as their primary audit platform.

The core product, CaseWare Audit, provides risk-based planning with pre-built content that auto-populates objectives, risks, and procedures from the engagement profile. Team members can work on the same file at the same time, with notes and sign-offs updating in real time. Journal entry analytics are built in, so firms do not need a separate data tool to flag anomalies.

Caseware Verity, the platform's AI layer, embeds engagement-aware intelligence directly in the audit workflow, with agents that automate time-intensive work such as disclosure checklists. CaseWare Validate is a separate module that automates financial statement validation to catch disclosure inconsistencies. CaseWare Extractly handles vouching and reconciliation inside Excel for firms that prefer to stay in a spreadsheet-adjacent workflow.

US-facing practices can access DAS Audit (formerly OnPoint DAS), the AICPA-aligned Dynamic Assurance Solution, which generates audit procedures directly from assessed risks.

Pricing is not published. CaseWare uses an enterprise licensing model; contact the vendor for a quote based on firm size and product selection.

The platform is available in the US, UK, Canada, Australia, and several European countries, with localized versions in English, French, Spanish, Dutch, German, and Danish. It suits small to mid-sized audit firms that want a structured, standards-aligned platform for their assurance work.