IDEA Data Analysis

CaseWare, the global leader in audit analytics software, brings you IDEA® Version Nine, the most user-friendly, high-performance audit analytics software available.

By simplifying your workflow, IDEA increases the economy, efficiency, and effectiveness of the audit process and makes sense of it all for consistent, high-performance audits.

IDEA makes light work of data import, analysis, and reporting

IDEA provides a structured framework for performing organized, efficient, and reliable audits that meet or exceed professional standards. Its simple yet comprehensive methodology accommodates every aspect of data analysis, from importing raw data to reporting actionable results.

Import, analyze, and report in a breeze. A simplified workflow refines your focus for a response time as impressive as your insight.

IDEA is simplified, streamlined analysis

The Analysis tab integrates the most commonly used tasks in data compilation, assembly, and analysis for a streamlined experience that outperforms spreadsheets and other audit software.


IDEA is is time-saving technology

Time is money. These features save you both.

Project Overview depicting a typical process pathway in Graphic mode

Validate and automate with Project Overview.

In highly-regulated and data-intensive environments, good record keeping is critical. But with so much to do and little time to do it, validating your audit activity can be a daunting task.

Project Overview, IDEA’s interactive audit trail, provides a graphical or tabular history of the actions you perform on databases within a project. The process is automatic, so there’s no need to laboriously reconstruct chains of steps for documents and records. Simply export or print overviews to make your audit process more visible to management and other stakeholders.

But there’s more to Project Overview than meets the eye. It’s also a time-saving automation engine that lets you save ad-hoc tasks and complex repetitions as IDEAScript macros that you can tweak and reuse.

Macros made easy.

Macros are used in a variety of applications to automate tasks performed frequently, but the scripting effort and programming knowledge required can deter many users from experiencing their full potential.

With Visual Script, you can save valuable time by automating tasks with minimal effort and without programming expertise. In the Visual Script Editor, IDEA’s macro builder, tasks are represented by icons and organized by type. To build a macro, you simply drag one or more icons into the Step Process window in the desired order.

When you’re ready to program more sophisticated macros, there’s IDEAScript, an advanced scripting language for more innovative endeavours like integrating IDEA with other OLE-enabled programs and creating interactive audit systems with custom dialog and message boxes.

Find the needle with Field Statistics.

IDEA’s Field Statistics property provides a summary of the statistical values and distribution characteristics for each numeric, date, and time data field in a database.

Both a statistical snapshot and a data reconciliation tool, it instantly shrinks the data haystack, making it easier to reconcile totals, inspect value ranges, and identify errors.

  • At a glance, spot anomalies such as negative-value inventory items, zero-value payments, and after-date transactions.
  • In a click, reveal records behind any suspicious value.
  • With ease, isolate and save questionable records to a separate database for later inspection.

IDEA works well independently and with others

Collaborative analytics with a kick.

IDEA Server works seamlessly with IDEA to provide secure, self-service access to data, accelerated performance on large data sets, and collaborative support. The result: you and your team work smarter together.

Share for success by moving files seamlessly between your personal and corporate projects. IDEA Server transforms the IDEA Library into a secure, collaborative workspace, so you can share audit assets for gains in performance, communication, and insight.

Accelerate your audit using IDEA Server’s optional virtual database functionality. It optimizes server performance and disk space for blindingly fast queries against big data.

Increase your audit IQ with smart add-ons.

IDEA just got a little smarter with two time-saving tools designed to streamline data extraction and analysis.

Save time and effort with SmartAnalyzer, a collection of pre-built audit tests designed for sector-specific analysis. It does the procedural legwork for you so you can focus on the analysis and skip to the results.

Acquire data simply, quickly, and reliably from SAP® with SmartExporter. It makes table selection as easy as ticking a shopping list, so you can get your data fast and get on with your audit in IDEA.

Audit proactively.

Check ever-expanding transactional data for errors, fraud, and inefficiencies in real-time with Monitor. It helps you uncover fraud by continuously identifying suspicious transactions as soon as they happen. Based on the parameters you set, receive real-time alerts on your personal dashboard and through email and text messaging.


IDEA Clients