Caseware Sherlock

Harness the power of data-driven insights across your practice for informed decision-making

Caseware Sherlock is a powerful data visualization tool that empowers practitioners with consolidated and actionable insights from a central interface.

With pre-built dashboards and automated data extraction from all Caseware engagements files linked to Caseware Cloud, practices are empowered with the easy analysis of client engagements, managing practice risk, and creating efficiency of reporting on engagements to regulatory bodies and the internal practice.

Powered by Caseware Cloud, Sherlock includes built-in security features that protect data and limit it to only authorised users and is always available from any location, on any device, at any time.

Key Features

Cloud Based

Enter the modern age and accelerate the firm’s digital transformation journey through a powerful cloud-based practice intelligence app.

Security & Permissions Protocol

By leveraging the power of Caseware Cloud, ensure robust data security with controlled user access, reducing errors and building staff and client confidence.

Explore & Visualise

Visualise data in a way that makes it easy to identify trends, patterns and other insights that might not be immediately apparent when working in a single engagement.

Deliver Key Insights

Provide up to date and actionable key insights across all engagements within the firm, reducing the need for manual data entry and manipulation, which is time-consuming and limits data integrity.

Automation

Fully automated process of extracting, transforming, and loading the data from all engagements into a format that allows easy analyses for extracting business insights.

Adaptable & Customisable

Designed to be highly adaptable and customisable,  use pre-built visualisations or a tailored data visualisation approach to the firm’s specific needs and goals by creating custom dashboards or using an API integration party applications.

Supporting components

Get a complete practice intelligence solution with these elements

Caseware Sherlock consists of three primary modules: Sherlock Reader, Sherlock Builder and Sherlock API, together providing a solution to meet the unique needs of any practice.

Sherlock Reader

With this read-only license, access all on-demand* and custom-built visualisations for practice-wide insights. *Availability subject to region

Sherlock Builder

Build your own dashboards using this easy-to-use capability without the need for coding, and customise the insights based on your practice.

Sherlock API

Automatically export 14+ databases to external reporting software programs for further analysis, eliminating data transfer errors.

Benefits

Get a 360° view into your practice

Build an insights-driven culture and stay relevant as you access all your engagement and practice-wide data at a glance.

Boost staff efficiency

Automate data mining and analysis, reducing errors and enabling staff to be more productive, thus saving the firm time, money and resources.

Become a trusted advisor

Tell a compelling, insights-driven story with flexible options to generate visualizations for sharing insights and making reporting exciting for your clients.

Deliver intelligence confidently

Ensure robust data security with automated data extraction and controlled user access, reducing errors and building staff and client confidence.

Required Products:

Caseware Cloud

World-class compliance and streamlined automation, from any location, on any device, at any time.

Caseware Working Papers

A flexible project management solution that integrates everything needed to conduct assurance and reporting engagements.

Caseware SmartSync™

Collaborate on Caseware Working Paper files from anywhere, at any time.

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