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

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Turning data into limitless possibilities

Accounting practices are finding it increasingly difficult to look across large volumes of engagement and practice-wide data to obtain timely insights and identify trends for client advisory and internal process improvements.

Traditional analytical tools pose several limitations in such areas as system integration, data extraction and analysis. Firms need a smart, seamless yet simplified data-driven solution. Say hello to the latest solution in the Caseware ecosystem for business intelligence in accounting — Caseware Sherlock, which can help your firm transition to an insights-driven culture.


Powerful, secure, cloud app with a sleek user interface

Sherlock provides powerful insights from a large volume of engagement data to uncover valuable trends and insights. It includes built-in security features that protect data and ensure only authorized access. The user-friendly interface allows you to easily access and analyze data, create reports and share insights.

Automated data transformation of Caseware engagements

Sherlock fully automates the process of extracting data from your engagements, loading it into a centralized database and transforming it into a format that allows you to easily analyze data from all engagements for business insights. No more manual data entry and manipulation, which is time-consuming and limits data integrity.

Flexible visualization path to turn big data into insights

Sherlock is designed to be highly adaptable and customizable, allowing you to tailor your data visualization approach to your specific needs and goals. You can easily visualize 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.

Deeper insights to elevate every phase of the engagement

Profile your clients on key data points to identify opportunities for client advisory services and gain deeper insights from client financials to analyze year-over-year trends. Benchmark a client’s data against others in the same industry to suggest avenues for growth.


Get a 360° view into your practice

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

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

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

Deliver intelligence confidently

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

Be future ready

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

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 they provide a firm-wide solution usable by staff in various roles.

  • Sherlock Reader

    With this read-only license, access all on-demand* and custom-built visualizations 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 customize the insights based on your practice.

  • Sherlock API

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

Supercharge your Sherlock experience with these pre-built dashboards

Gain more insight into your data with easy-to-use Sherlock Visualizations. This product includes pre-designed visualizations that automatically populate with the data from an engagement file, including:

  • Risks and Controls

    View summaries and trends as well as a detailed breakdown of an engagement’s risks and controls.

  • Financial Information

    Monitor significant changes in financial information, including trial balance and financial statement areas.

  • Partner and Manager Summary

    View key information on the status of an audit engagement, including partner and manager summary and compliance summary.

Find the answers you need

What if a firm is not using one of Caseware’s Working Papers templates?


Using Caseware templates is not a prerequisite to using Sherlock. Sherlock mines data from all Caseware engagements, regardless of templates, and also offers capabilities to define how you store key data points, such as risks and controls, so that Sherlock can apply the proper structure for you to leverage the analysis.

Is Caseware Sherlock available if the firm is using a Cloud Engagement app?


The firm will need to purchase the applicable Sherlock components — Builder, Reader or API. Once a Cloud Engagement app user has a Sherlock license, they will see SE data populate in their visuals or API query results.

Is my data encrypted?


Storage of data (data-at-rest) is encrypted using the same high level of encryption as online banking.

Drive transformation with Sherlocks data transformation capabilities