Harness the power of data-driven insights
Accounting practices are finding it increasingly difficult to look across large volumes of engagement and practice-wide data to obtain timely insights and identify trends for client advisory and internal process improvements.
To become a more insights-driven organization you need a smart and simplified solution to help change the way you work with data.
Say hello to Caseware Sherlock - the new accounting practice intelligence platform.
Elevate Your Practice and Client Services with Intelligence
Caseware Sherlock is pioneering accounting practice intelligence across the globe. This powerful, cloud-based platform provides an automated, centralized and secure data warehouse for all your current and historic Caseware engagements, giving you a flexible path to turn big data into actionable practice-wide insights through advanced analytics and data visualizations.
Powerful, secure, cloud platform with a sleek user interface
Automated data transformation (ELT) of Caseware engagements
Flexible visualization path to turn big data into actionable practice-wide insights
Improved staff and client experience with insights to elevate every phase of the engagement
What's in it for you?
Get a 360 Degree View into Your Practice
Access all your engagement and practice-wide data at a glance from a central, cloud-based warehouse and business intelligence platform that automatically integrates with the Caseware ecosystem, and helps you operate your firm/practice more effectively.
Boost Staff Efficiency and Experience
Automate data mining and analysis, reduce errors and enable staff to be more productive, thus saving the firm time, money and resources. In addition, empower your team to draw insights from volumes of data in no time and present findings to clients in a visual, easy-to-understand manner, elevating the client and staff experience.
Become a Trusted Strategic Advisor
Tell a compelling, insights-driven story with flexible options to generate visualizations for sharing insights, make reporting exciting for your clients, enhance communication and drive clients to better, more-informed decision making. Sherlock also empowers you to differentiate your practice and add more advisory value to your clients through advanced analytics like benchmarking for trend analysis, comparison to industry, etc.
Deliver Intelligence with Confidence
Ensure robust data security with automated data extraction and controlled user access, reducing errors and data breach, and building staff and client confidence in the insights. Sherlock's strong built-in capabilities help you stay assured of data completeness while minimizing cybersecurity risks.
Be Future Ready
Become the change agent and accelerate your firm’s digital transformation through this powerful cloud-based BI platform that can be accessed in flexible work environments and for big data analytics. Enjoy the flexibility to scale as you grow when you partner with Caseware.
Flexible Path to Visualizations with Caseware Sherlock
Reader
With this read-only license, get access to all the on-demand* and custom-built visualizations for practice-wide insights and share with stakeholders as required
*availability subject to regions
Builder
Build your own dashboards with this easy-to-use capability to customize the insights based on your practice
