Caseware Extractly (External Audit)

Accelerate audit workflows with Caseware Extractly

Automated data extraction, built for audit-ready workflows.

Caseware Extractly (External Audit) is an automated data extraction solution designed specifically for audit engagements. It captures, organises, and validates financial data directly from client documents and prepares it for structured audit workflows.
Caseware Extractly supports structured, defensible processes that align with quality management and documentation standards.

Features built for structured, high-volume audit environments

Excel-embedded sidebar

Drag, drop and organize documents from a sidebar in Excel. Upload files to cloud storage and use a keyword search to find invoices or statements across large folders.

Smart field and table extraction

Use OCR technology to capture printed or handwritten values, then pull fields or tables into your worksheet. Fix wrapped text, add rows or columns and reuse saved layouts.

Automated vouching checks

Select fields from your sample, pick folders to search, then Extractly vouches each transaction to a document. Review variances fast and jump to the source in one click.

Linked review and export

Add comments and exception flags on evidence, then export a single PDF with links back to each source so reviewers can trace support in seconds and maintain a clear trail.

Strengthen audit quality with reliable data extraction

Caseware Extractly (External Audit) delivers accurate data extraction that supports audit quality, improves efficiency, and enables technology-driven assurance and analytics workflows.

By structuring data at the point of ingestion, firms gain improved visibility over completeness, consistency, and documentation readiness. This supports internal quality standards while enabling analytics-ready outputs.

Measurable benefits for audit teams

Efficiency

Reduces manual effort and processing time across engagements, supporting streamlined audit workflows.

Accuracy

Improves data accuracy and consistency through automated extraction and structured validation.

Quality

Enhances audit quality and documentation confidence with traceable, review-ready outputs.

Focus

Enables teams to focus on analysis, professional judgement, and client insights instead of manual data capture.

From document upload to audit-ready data in five steps

Upload

Upload or ingest financial documents into the platform.

Extract

Caseware Extractly (External Audit) automatically identifies and extracts key data fields.

Structure

Data is structured and validated within a controlled environment for review.

Prepare

Output is prepared for analytics, working papers, or engagement use.

Conclude

Teams analyse, review, and conclude with confidence using structured, traceable data.

From Document Upload to Audit-Ready Data in Five Steps

Upload: Upload or ingest financial documents into the platform.

Extract: Caseware Extractly (External Audit) automatically identifies and extracts key data fields.

Structure: Data is structured and validated within a controlled environment for review.

Prepare: Output is prepared for analytics, working papers, or engagement use.

Conclude: Teams analyse, review, and conclude with confidence using structured, traceable data.