CaseWare IDEA Reviews

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22 Reviews

- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
user friendly analytics software
Reviewed on 2018/12/28
Overall the software is great because it has been developed with the end user in mind. If I were to...
Overall the software is great because it has been developed with the end user in mind. If I were to choose between IDEA and other auditing and data analytics software I would prefer IDEA because it offers a comprehensive set of features for data audits.
Pros
First off, the documentation of the software is comprehensive and clear. Secondly the software allows auditors to work on the host locally as well as using a server, allowing entire teams to share data together. Finally the software supports an extensive list of data formats, from XML to different kind of database formats and as a bonus it has scripting options.
Cons
When working with a remote server, the software tends to lock up during data load. This ensures the integrity of the data, but it's makes the user feel as if the software is unresponsive.
- Industry: Accounting
- Company size: 10,000+ Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
CaseWare as audit tool
Reviewed on 2024/11/15
Pros
Great as a repository for documents. Not great as audit software.
Cons
CaseWare does not feel very intuitive. It's a little clunky as it is refreshing.
- Industry: Insurance
- Company size: 11–50 Employees
- Used for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Not Intuitive and Poor Training
Reviewed on 2020/07/31
We have been able to audit items that would not have been able to be done any other way and it has...
We have been able to audit items that would not have been able to be done any other way and it has greatly improved our ability to complete certain tasks. Besides the need for training to use the software and the training available being horrible, it is a useful product.
Pros
It provides the ablility to compare two large data sets relatively easily.
Cons
I have been using and testing software for about 25 years and this is least intuitive software I have every seen. It is buggy to change connections or setup connections especially with ORACLE databases. We paid for users to be trained and the training was terrible. It was a waste of money to pay for employees to travel and sit in a training for a week and the teacher was horrible. It was a huge disappointment and no one at the company seemed to care. This instructor had a reputation of being terrible according to others in the class with our employees.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
CaseWare Experience
Reviewed on 2022/10/06
The features help me better to understand audit requirements and steps to follow during the course...
The features help me better to understand audit requirements and steps to follow during the course of the audit.
Pros
CaseWare makes audit working papers to be less complex. It aids the audit engagements to go smoothly with proper audit records keeping.
Cons
The software needs to improve in speed better than the existing speed.

- Industry: Pharmaceuticals
- Company size: 201–500 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Caseware for financials
Reviewed on 2021/09/07
Pros
It made preparation of financials seamless. Eliminated common errors and improved the standard of the financials including IFRS updates.
Cons
Not an easy software to teach first timers. One needs an environment where they will use the software on a daily basis to grasp the concepts.
- Industry: Accounting
- Company size: 501–1,000 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 7.0 /10
Very handy but sometimes hard to use
Reviewed on 2020/07/27
Good overall experience, very helpful. Take a minute to get the hang of it but very pleased with...
Good overall experience, very helpful. Take a minute to get the hang of it but very pleased with the software.
Pros
I love the functions of this software, helps me cut the time it takes to do my accounting processes in half. Makes my job much easier!
Cons
The functionality could be improved upon. Some features are hard to use and the software is subject to freezing and crashing.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Definitely get training so you know ALL the features!
Reviewed on 2018/11/28
Great customer service, licensing can be a bit cumbersome, but overall, a very user friendly and...
Great customer service, licensing can be a bit cumbersome, but overall, a very user friendly and workable tool for any audit or financial analysis need.
Pros
Highly granular functions, amazing array of pre-made tests, fast and efficient, great automation.
Cons
Needs buttons for functions, writing them can be complex. Training really helps with this!
- Industry: Accounting
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Excellent Tool that helps audit teams
Reviewed on 2021/07/29
Pros
Is a good tool to allow auditors to make sample selections. It is user friendly once you get the basics of it.
Cons
It gets some getting used to it, but once you do, it is really easy to use again and again.

- Industry: Accounting
- Company size: 1,001–5,000 Employees
- Used for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Incredibly useful in audit work
Reviewed on 2021/06/15
A great addition to your audit tool suite and invaluable in organizing your work.
A great addition to your audit tool suite and invaluable in organizing your work.
Pros
I like the account mapping feature especially, and love the fact that it can be rolled from one audit to the next (YOY).
Cons
It can be confusing to learn at the start, and it's useful to attend training or have someone show you how the tool works

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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
This software is very easy to use, permits to the users operate without problem.
Reviewed on 2018/03/28
Pros
This analyzing tool permits import various types of files and extract data with very easily. It is possible import different types of files and extract specific data based on parameters.
Cons
This software lacks some features compared to others. In addition, it takes a long time to learn how to handle it. You have multiple licenses.
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
A diversified and handy tool to play with data
Reviewed on 2018/01/18
Pros
Very easy to use and full of functionalities that you can have at this budget. I specially liked the interface, it allows the users to operate smoothly from the very beginning.
Cons
Some functionalities are missing compared to other high end softwares. But considering their cost it ok to let go of them.
- Industry: Accounting
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Useful for financial and audit analytics
Reviewed on 2020/11/29
Great application for extracting data and using it as an analysis tool.
Great application for extracting data and using it as an analysis tool.
Pros
This software has very useful features to analyze data. I love how easy it is to import and export data.
Cons
I found it confusing to use at first and takes a while to learn how to use it well. Other than that I have found no other issues.
- Company size: 51–200 Employees
- Used for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Don't use it a lot but i like it
Reviewed on 2018/07/23
Pros
It is user friendly, very easy to use for a newbie, the interface is modern and fr..esh, is very light and doesn't require a lot of processing power from the host machine
Cons
There is not enough information out there to learn how to use it but i suppose that is more about the company than the software itself
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Granular functional analysis software, useful in many applications
Reviewed on 2017/06/02
Pros
I am able to easily import many different types of files and extract specific data based on parameters.
Cons
Multiple license types, takes time to learn. Best method is to work through the tutorials, take training or purchase the IDEA Workbook.
- Industry: Accounting
- Company size: 51–200 Employees
- Used for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Flexible and easy to use
Reviewed on 2019/05/22
Its analytics feature is easy to access and use.
Its analytics feature is easy to access and use.
Pros
There is a wide variety of format to import data.
Cons
It takes a long time to import and analyse large sized data.
- Industry: Accounting
- Company size: 10,000+ Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Powerful Tool
Reviewed on 2019/07/24
Pros
Idea is a very powerful tool that helps with data mining and cleaning. It is also super effective at helping with audit sample design and selection.
Cons
The software can be overwhelming at first, but I think that is mostly related to how powerful it is. Once you get the hang of it, it is super useful to use.
- Industry: Education Management
- Company size: 51–200 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great idea for auditing
Reviewed on 2019/05/07
Pros
The software is easy to use and simple to get use to. It is somewhat simillar to Excel.
Cons
I noticed a small mathematical error in counts, but I haven't used it long enough to find anythung big.
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Review Source
Overall rating
- Ease of Use
- Customer Support
Cost
Reviewed on 2015/08/03
Can i please get the details of how much would this software cost me for a single user
Can i please get the details of how much would this software cost me for a single user
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Review Source
Overall rating
- Ease of Use
- Customer Support
IDEA
Reviewed on 2014/12/05
the best product of inditing
the best product of inditing
- Used Monthly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
A useful tool to analyze data
Reviewed on 2018/02/08
Pros
This analyzing tool is very easy to use. It can import various types of files and extract data from them very easily.
Cons
This analytics application lacks some features or functionalities with compared to some high-end data analytics applications.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Nova geração de Software de Análise de Dados !
Reviewed on 2020/04/23
Fabuloso ! O ideal para processo de auditoria contínua através de scripts em VBA agregados a...
Fabuloso ! O ideal para processo de auditoria contínua através de scripts em VBA agregados a subsrotinas Python. Possui agendador própio de execuçaõ de Scrips e roda em ambiente de 64 bits.
Pros
Facilidade de Uso , Versão 64 bit, Integra com outros produtos da CaseWare e cada licença susbscrita recebe espaço para uso da Nuvem Cloud Share, 100% Colaborativo e de rapido aprendizado. Possui interface bi-direciona para utilização com rotinas escritas em linguagem Python
O IDEA permite acesso Remoto. As empresas que requerem processamento central de suas informações, agora podem através de uma rede provada VPA, execeutar seus trabalhos em REMOTE ACCESS com a máxima segurança
Cons
O software possui praticamente todos os recursos necessários para serem utilizados em Data Analytics. Não existe uma ainda versão lite que permite selecional apenas uma parte dos recursos do aplicativo.
- Industry: Telecommunications
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Procesamiento en grande y trazabilidad de las consultas para auditoria
Reviewed on 2021/09/11
Análisis de información, cruces de información de archivos de tamaño mayor a 5 GB, consultas...
Análisis de información, cruces de información de archivos de tamaño mayor a 5 GB, consultas rápidas aun cuando el equipo no tenga una buena configuración. Opera con menos recursos que los que se recomienda por el fabricante.
Pros
La capacidad para procesar archivos, permite trabajar con archivos de mas de 15 millones de registros, procesamiento rápido, las carpetas creadas para almacenar la información, facilidad para crear la consultas. Herramienta para personas no expertas en sistemas de información. La generación de estadísticas de cada archivo.
Cons
La forma en que crecen exponencialmente los archivos a medida que se hacen consultas y a veces el tamaño de los archivos después de múltiples consultas no permite leerlo.
Los ejemplos de la ayuda no son claros para quien quiere utilizar formulas.