CaseWare

With over 23,000 organisations and 475,000 users worldwide, 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.

AiDA, the platform's AI assistant, summarises supporting documentation and helps teams clear audit notes faster. 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 OnPoint DAS, the AICPA-aligned Dynamic Audit 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 localised 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.