Caseware Extractly
Go from Documents to Verified Data in Seconds
Automate vouching and substantive testing in Excel faster, smarter, error-free.
Extractly is the AI-powered Excel add-in that helps auditors and finance teams extract, validate and trace source data from PDFs and images without leaving their spreadsheets.
AI-powered document verification, right where you work
No more copy-pasting or manual matching. Extractly uses AI to extract data from PDFs, bank statements and scanned documents directly into Excel.
Auditors can run substantive tests faster, with traceable source links and structured outputs. Finance teams can instantly match supporting documents to transactions, eliminating busywork and reducing error risk.
Cut the busywork. Verify faster. All inside Excel.
Instant PDF and image data extraction
Extract data from invoices, bank statements, hand‑written notes or image files directly into Excel using advanced OCR.
Automated matching and substantive testing
Rapidly verify invoice amounts, supplier details and numbers across large sample sets. Identify discrepancies instantly and save hours typically spent on manual cross‑checking.
Clean, custom‑mapped tables
Convert unstructured documents into structured, audit‑ready Excel tables. Map columns to your templates, validate totals and support consistent analysis.
Seamless document traceability
Click any data point in Excel to view the original source document. A streamlined workflow with in‑context linking means journal entries and audit evidence stay connected.
Transform Excel into a powerful audit tool
Data integrity in audit validation
Eliminate manual rekeying by automating the ingestion of structured and unstructured content from PDFs, images, and scans directly into Excel.
High-volume substantive testing in seconds
Process large sample sets in seconds. Automate cross-checks and document matching to hit tight deadlines with confidence.
Operational efficiency and cost optimisation
Minimise time spent on manual reconciliation by leveraging AI for arithmetic verification, dynamic linking and flexible data formatting.
Seamless integration with Excel-based workpapers
Extractly embeds directly into Excel, ensuring audit evidence is both accessible and traceable. No third-party data movement or reformatting required.
Engagement-wide collaboration tools
Built-in annotation and commenting features streamline communication and keep engagement teams aligned and efficient.
Enterprise-grade security & role-based controls
Enforce audit integrity with built-in user access controls, secure data handling and permission-based document referencing.
Ready to automate substantive testing in Excel?
Transform Excel into a powerful audit tool with AI‑driven testing automation with Extractly.
