All CaseWare IDEA Reviews

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User Profile

Ivan

Verified reviewer

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed December 2018

user friendly analytics software

Overall the software is great because it has been developed with the end user in mind. If I were to choose between IDEA and other auditing and data analytics software I would prefer IDEA because it offers a comprehensive set of features for data audits.

PROS

First off, the documentation of the software is comprehensive and clear. Secondly the software allows auditors to work on the host locally as well as using a server, allowing entire teams to share data together. Finally the software supports an extensive list of data formats, from XML to different kind of database formats and as a bonus it has scripting options.

CONS

When working with a remote server, the software tends to lock up during data load. This ensures the integrity of the data, but it's makes the user feel as if the software is unresponsive.

Luz

Accounting, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed July 2021

Excellent Tool that helps audit teams

PROS

Is a good tool to allow auditors to make sample selections. It is user friendly once you get the basics of it.

CONS

It gets some getting used to it, but once you do, it is really easy to use again and again.

Kelli

Insurance, 11-50 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

1

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed July 2020

Not Intuitive and Poor Training

We have been able to audit items that would not have been able to be done any other way and it has greatly improved our ability to complete certain tasks. Besides the need for training to use the software and the training available being horrible, it is a useful product.

PROS

It provides the ablility to compare two large data sets relatively easily.

CONS

I have been using and testing software for about 25 years and this is least intuitive software I have every seen. It is buggy to change connections or setup connections especially with ORACLE databases. We paid for users to be trained and the training was terrible. It was a waste of money to pay for employees to travel and sit in a training for a week and the teacher was horrible. It was a huge disappointment and no one at the company seemed to care. This instructor had a reputation of being terrible according to others in the class with our employees.

Hakeem

Accounting, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed October 2022

CaseWare Experience

The features help me better to understand audit requirements and steps to follow during the course of the audit.

PROS

CaseWare makes audit working papers to be less complex. It aids the audit engagements to go smoothly with proper audit records keeping.

CONS

The software needs to improve in speed better than the existing speed.

Anonymous

501-1,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

FUNCTIONALITY

4

Reviewed July 2020

Very handy but sometimes hard to use

Good overall experience, very helpful. Take a minute to get the hang of it but very pleased with the software.

PROS

I love the functions of this software, helps me cut the time it takes to do my accounting processes in half. Makes my job much easier!

CONS

The functionality could be improved upon. Some features are hard to use and the software is subject to freezing and crashing.

Anonymous

11-50 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2018

Definitely get training so you know ALL the features!

Great customer service, licensing can be a bit cumbersome, but overall, a very user friendly and workable tool for any audit or financial analysis need.

PROS

Highly granular functions, amazing array of pre-made tests, fast and efficient, great automation.

CONS

Needs buttons for functions, writing them can be complex. Training really helps with this!

Cory

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2017

Granular functional analysis software, useful in many applications

PROS

I am able to easily import many different types of files and extract specific data based on parameters.

CONS

Multiple license types, takes time to learn. Best method is to work through the tutorials, take training or purchase the IDEA Workbook.

User Profile

Zolani

Verified reviewer

Pharmaceuticals, 201-500 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2021

Caseware for financials

PROS

It made preparation of financials seamless. Eliminated common errors and improved the standard of the financials including IFRS updates.

CONS

Not an easy software to teach first timers. One needs an environment where they will use the software on a daily basis to grasp the concepts.

Reason for choosing CaseWare IDEA

I was familiar with the product from my auditing years.

Reasons for switching to CaseWare IDEA

These two were not packed to assist financial reporting. One had to build their own non responsive financial report.

User Profile

Clint

Verified reviewer

Accounting, 1,001-5,000 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

4

Reviewed June 2021

Incredibly useful in audit work

A great addition to your audit tool suite and invaluable in organizing your work.

PROS

I like the account mapping feature especially, and love the fact that it can be rolled from one audit to the next (YOY).

CONS

It can be confusing to learn at the start, and it's useful to attend training or have someone show you how the tool works

Anita

Verified reviewer

Education Management, 51-200 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2019

Great idea for auditing

PROS

The software is easy to use and simple to get use to. It is somewhat simillar to Excel.

CONS

I noticed a small mathematical error in counts, but I haven't used it long enough to find anythung big.

Mauro

Computer Software, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2020

Nova geração de Software de Análise de Dados !

Fabuloso ! O ideal para processo de auditoria contínua através de scripts em VBA agregados a subsrotinas Python. Possui agendador própio de execuçaõ de Scrips e roda em ambiente de 64 bits.

PROS

Facilidade de Uso , Versão 64 bit, Integra com outros produtos da CaseWare e cada licença susbscrita recebe espaço para uso da Nuvem Cloud Share, 100% Colaborativo e de rapido aprendizado. Possui interface bi-direciona para utilização com rotinas escritas em linguagem Python O IDEA permite acesso Remoto. As empresas que requerem processamento central de suas informações, agora podem através de uma rede provada VPA, execeutar seus trabalhos em REMOTE ACCESS com a máxima segurança

CONS

O software possui praticamente todos os recursos necessários para serem utilizados em Data Analytics. Não existe uma ainda versão lite que permite selecional apenas uma parte dos recursos do aplicativo.

Ricardo

Telecommunications, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed September 2021

Procesamiento en grande y trazabilidad de las consultas para auditoria

Análisis de información, cruces de información de archivos de tamaño mayor a 5 GB, consultas rápidas aun cuando el equipo no tenga una buena configuración. Opera con menos recursos que los que se recomienda por el fabricante.

PROS

La capacidad para procesar archivos, permite trabajar con archivos de mas de 15 millones de registros, procesamiento rápido, las carpetas creadas para almacenar la información, facilidad para crear la consultas. Herramienta para personas no expertas en sistemas de información. La generación de estadísticas de cada archivo.

CONS

La forma en que crecen exponencialmente los archivos a medida que se hacen consultas y a veces el tamaño de los archivos después de múltiples consultas no permite leerlo. Los ejemplos de la ayuda no son claros para quien quiere utilizar formulas.

Anonymous

10,000+ employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

FUNCTIONALITY

5

Reviewed November 2020

Useful for financial and audit analytics

Great application for extracting data and using it as an analysis tool.

PROS

This software has very useful features to analyze data. I love how easy it is to import and export data.

CONS

I found it confusing to use at first and takes a while to learn how to use it well. Other than that I have found no other issues.

Anonymous

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2018

A diversified and handy tool to play with data

PROS

Very easy to use and full of functionalities that you can have at this budget. I specially liked the interface, it allows the users to operate smoothly from the very beginning.

CONS

Some functionalities are missing compared to other high end softwares. But considering their cost it ok to let go of them.

Anonymous

51-200 employees

Used less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2018

Don't use it a lot but i like it

PROS

It is user friendly, very easy to use for a newbie, the interface is modern and fr..esh, is very light and doesn't require a lot of processing power from the host machine

CONS

There is not enough information out there to learn how to use it but i suppose that is more about the company than the software itself

User Profile

Isabel

Verified reviewer

Used free trial

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2018

This software is very easy to use, permits to the users operate without problem.

PROS

This analyzing tool permits import various types of files and extract data with very easily. It is possible import different types of files and extract specific data based on parameters.

CONS

This software lacks some features compared to others. In addition, it takes a long time to learn how to handle it. You have multiple licenses.

Caleb

Accounting, 10,000+ employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed July 2019

Powerful Tool

PROS

Idea is a very powerful tool that helps with data mining and cleaning. It is also super effective at helping with audit sample design and selection.

CONS

The software can be overwhelming at first, but I think that is mostly related to how powerful it is. Once you get the hang of it, it is super useful to use.

Saahil

Used free trial

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

4

Reviewed August 2015

Cost

Can i please get the details of how much would this software cost me for a single user

Anonymous

51-200 employees

Used less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed May 2019

Flexible and easy to use

Its analytics feature is easy to access and use.

PROS

There is a wide variety of format to import data.

CONS

It takes a long time to import and analyse large sized data.

Manuel

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

3

CUSTOMER SUPPORT

5

Reviewed December 2014

IDEA

the best product of inditing

Rahul

Used monthly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed February 2018

A useful tool to analyze data

PROS

This analyzing tool is very easy to use. It can import various types of files and extract data from them very easily.

CONS

This analytics application lacks some features or functionalities with compared to some high-end data analytics applications.

Showing 1 - 21 of 21 Reviews