Caseware Validate
Validate financial statements with AI‑powered speed and accuracy
AI-powered financial statement validation and review to identify inconsistencies and reduce disclosure risk.
Caseware Validate uses AI-assisted analysis to review financial statements for potential inconsistencies, cross-reference issues, and reporting anomalies. By automating key validation procedures, it helps teams identify areas requiring further review, strengthen quality control processes, and reduce the risk of errors before financial statements are finalised.
Features built for smarter Financial Statement validation
AI-powered validation
AI auto-detects casting and math errors, checks consistency across tables, notes and narratives and highlights prior period variances with clear status icons.
Draft change control
Import a new draft and keep confirmed items and comments linked to their spots. Compare versions side by side, accept changes or raise issues without restarting review.
Collaborative review notes
Drop a comment pin anywhere on the report, tag teammates with @mentions and resolve items in real time. Invite clients into the same workflow when you need quick answers.
Review-ready exports
Export marked-up PDFs with a findings summary, links to each issue and a full audit log. Send to clients for fixes or archive the cleared version to your engagement file.
Built for precise reviews, clear visibility and reliable decision‑making
With advanced AI validation, version‑to‑version comparison, and collaborative review tools, Caseware Validate helps firms reduce disclosure risk, eliminate manual errors, and streamline review workflows in a secure cloud environment.
Deliver AI-driven review and validation quality
Zero false positives
See only meaningful exceptions with zero false positives, reducing noise during review.
Shorter review cycles
Complete first-pass reviews faster by triaging exceptions in seconds, not minutes each.
Reliable error detection
Catch casting errors that slip past manual reviews with reliable and accurate flagging of inconsistencies.
No spreadsheet lag
Review large files in the cloud so you avoid spreadsheet lag, crashes and lost work.
How Caseware Validate works
A simple workflow that helps your team move from upload to sign-off with less friction.
Upload
Drag and drop the current year PDF.
Add prior
Upload the prior year for comparison.
Review
Resolve flagged items with your team.
Compare
Compare drafts and accept changes.
Share
Generate review file for sign-off.
Validate financial statements with AI‑powered speed and accuracy
Caseware Validate helps finance and audit teams review financial statements faster, spot inconsistencies early, and support a more controlled sign-off process.
See how Caseware can help you elevate your practice management and audit performance.