Caseware Extractly
Automate vouching and substantive testing directly in Excel. Extractly is the AI-powered Excel add-in that transforms how auditors and finance teams perform testing and document verification.
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Excel Add-In for AI-Powered PDF and Image Extraction
Extractly transforms how auditors and finance teams verify financial data. As an Excel add-in, it enables auditors to conduct substantive testing efficiently right from Excel. It also allows finance teams to match selected PDFs to supporting documents. By automating data extraction and matching from PDFs and images, Extractly eliminates manual effort, improves accuracy and accelerates workflows
Features
Smart Data Extraction: From PDF & Images to Excel
Extract structured and unstructured data from scanned or digital documents including handwritten notes and integrate it directly to workpapers. Seamlessly convert PDF data into clean Excel-ready format for analysis using industry-leading OCR technology.
Automated Data Matching for Sample Testing
Instantly validate invoice amounts, supplier names and numerical consistency across documents. Pinpoint discrepancies and ensure accuracy without manually searching through multiple PDFs. Conduct large sample testing at once, saving time on high-volume substantive testing.
Intelligent Table Extraction & Formatting
Convert unstructured bank statements, invoices and ledgers into clean, tabular formats. Format extracted data to fit your audit templates with customized column mapping. Detect totals, validate calculations and ensure numerical accuracy.
Interactive Document Linking for Faster Review
Click on extracted data in Excel to instantly navigate back to the source document. Review supporting evidence without switching between multiple screens or files. Incorporate a structured workflow for testing, complete with built-in approvals and reviews.