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Work faster with Caseware Extractly & Validate

Audit teams are stretched, and financials are only getting more complex. Manual work slows things down early in the audit during transaction testing, and again at the end when finalizing financials.  

Hours are lost flipping through PDFs, matching evidence and rechecking statements across multiple drafts. Skilled auditors end up buried in tasks that automation could handle. 

Accuracy is expected, but what sets leading firms apart is confidence, speed and the ability to scale without burning out their teams. 

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Transaction Testing, Transformed

Audit testing slows down when evidence is trapped in scanned documents. Now you can extract, match and validate directly in Excel. All without crashes or copy-paste errors. 

Convert PDFs and images into clean, Excel-ready data in seconds. Use smart templates to bulk extract recurring documents without manual formatting. Instantly match supporting documents to sample records and verify totals with built-in auto-calculation. 

 


 

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Transaction Testing, Transformed

Audit testing slows down when evidence is trapped in scanned documents. Now you can extract, match and validate directly in Excel. All without crashes or copy-paste errors. 

Convert PDFs and images into clean, Excel-ready data in seconds. Use smart templates to bulk extract recurring documents without manual formatting. Instantly match supporting documents to sample records and verify totals with built-in auto-calculation.

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Financial statement accuracy, reviewed in seconds

Free your team from hours of manual cross-checking. Instantly validate financial statements for errors, inconsistencies and prior period mismatches, without depending on Excel plug-ins that crash or slow you down. 

AI runs thousands of checks across tables, disclosures and notes. Spot errors fast, carry forward corrections and finalize with confidence. Ideal for high-volume, multi-entity engagements. 

 


 

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Financial statement accuracy, reviewed in seconds

Free your team from hours of manual cross-checking. Instantly validate financial statements for errors, inconsistencies and prior period mismatches, without depending on Excel plug-ins that crash or slow you down. 

AI runs thousands of checks across tables, disclosures and notes. Spot errors fast, carry forward corrections and finalize with confidence. Ideal for high-volume, multi-entity engagements. 

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TESTIMONIALS

See what some of our customers say

"I will not look at a set of accounts unless it has been through Validate"

"Reviewing financial statements used to take up a significant portion of our time. But with Validate, it's now quick and effortless—not to mention the improved accuracy"​

"What would have taken two or three hours, probably longer for our larger clients, is now a matter of minutes.”

Experience the efficiencies of Caseware Validate & Extractly

RESOURCES

Essential insights