Product

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 substantive 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 effortlessly match supporting PDFs to transactions. 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 customised 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.

Benefits

Improved Confidence in Audit Assessments

Align extracted data with sample selections to verify authenticity quickly. Eliminate the hassle of manual data entry and integrating data from digital or scanned documents into workpapers.

Faster, More Accurate Substantive Testing

Process large sample sets in seconds, improving audit efficiency. Automate document matching against large samples, reducing hours of manual cross-checking and enabling auditors to meet tight deadlines without stress.

Reduce Audit Costs

Maximise efficiency and cut down on manual review labour. Focus on critical data with smart linking and reformat information flexibility. Use the arithmetic feature to instantly verify additions within PDF files ensuring error–free calculations and faster reporting cycles.

Seamless Integration with Workpapers

Effortlessly connect extracted data with Excel-based audit workpapers.

Collaboration with Engagement Teams

Facilitate real–time communication with built-in annotation and commenting features, keeping all team members aligned and efficient during engagements.

Secure Client Communication

Protect sensitive data with built-in security measures and role-based access.