CaseWare IDEA

About CaseWare IDEA
Caseware IDEA is a fixed asset management software designed to help businesses import and analyze data from various applications including QuickBooks, SAGE, and Microsoft Power BI. The platform enables managers to automatically detect and collect files with encoded data.
Administrators can secure data in compliance with general data protection regulation (GDPR) protocols. Caseware IDEA allows supervisors to identify duplicates, trends, and patterns across the collected data on a unified interface. Operators can also analyze digits in numerical data to identify risky transactions and potential frauds.
Caseware IDEA lets team leaders sort files based on the last modified date, status, and size on a unified interface.
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Reviews
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- 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
-
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
-
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.
CaseWare IDEA FAQs
Below are some frequently asked questions for CaseWare IDEA.Q. What type of pricing plans does CaseWare IDEA offer?
CaseWare IDEA offers the following pricing plans:
- Free Trial: Available
Contact CaseWare International for pricing details.
Q. Who are the typical users of CaseWare IDEA?
CaseWare IDEA has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does CaseWare IDEA support?
CaseWare IDEA supports the following languages:
English
Q. Does CaseWare IDEA support mobile devices?
CaseWare IDEA supports the following devices:
Q. What other apps does CaseWare IDEA integrate with?
CaseWare IDEA integrates with the following applications:
Microsoft Power BI
Q. What level of support does CaseWare IDEA offer?
CaseWare IDEA offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support
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