CaseWare IDEA

4.4 (22)
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Data analysis and financial reporting software

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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CaseWare IDEA Software - CaseWare IDEA general ledger

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CaseWare IDEA

4.4 (22)
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Starting Price

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US$1.00

Pricing Options

Free version
Free trial
Free version
Free trial

Features

13
91

Integrations

1
24

Ease of Use

4.1 (22)
5.0 (3)

Value for Money

4.3 (22)
5.0 (3)

Customer Service

4.3 (22)
5.0 (3)
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Reviews

Overall rating

4.4 /5
(22)
Value for Money
4.3/5
Features
4.3/5
Ease of Use
4.1/5
Customer Support
4.3/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 22
Ivan
Ivan
Overall rating
  • Industry: Law Practice
  • 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 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.

Darren
Overall rating
  • Industry: Accounting
  • Company size: 10,000+ Employees
  • Used Weekly for 1+ year
  • 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.

Kelli
Overall rating
  • 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.

Hakeem
Overall rating
  • 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.

Zolani
Zolani
Overall rating
  • Industry: Pharmaceuticals
  • Company size: 201–500 Employees
  • Used Monthly for 2+ years
  • 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.

Showing 5 reviews of 22 Read all reviews

CaseWare IDEA FAQs

Below are some frequently asked questions for CaseWare IDEA.

CaseWare IDEA offers the following pricing plans:

  • Free Trial: Available

Contact CaseWare International for pricing details.

CaseWare IDEA has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500

CaseWare IDEA supports the following languages:

English

CaseWare IDEA supports the following devices:

CaseWare IDEA integrates with the following applications:

Microsoft Power BI

CaseWare IDEA offers the following support options:

Email/Help Desk, FAQs/Forum, Phone Support

Related categories

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