Caseware AiDA: The Future of Accounting and Audit
Caseware AiDA is a state-of-the-art AI-powered digital assistant designed to revolutionize the accounting, audit and finance professions. As the latest enhancement to the industry-leading Caseware Cloud platform, AiDA combines the power of AI with the latest compliance frameworks to deliver unparalleled efficiency, compliance and precision.

Key benefits

Enhanced workflow efficiency with precision and relevance
AiDA enhances efficiency by providing precise, context-aware responses to profession-specific inquiries. Reducing the amount of mundane work required by accounting, audit and finance experts, AiDA enables you to work more efficiently, collaborate more effectively and gain deeper insights. From safe content generation to document summarization, AiDA is here to create efficiencies and support you in achieving more with less effort.
Empowering users
AiDA is designed to be a powerful digital assistant, not a co-pilot. It enhances the capabilities of accountants, auditors and finance professionals without replacing the need for professional judgement and skepticism.
Fit for purpose and quality
AiDA is tailored to meet the specific needs of accounting professionals, ensuring relevance, quality and precision in its responses.
Reassurance around security and compliance
With AiDA, no prompts are retained or fed back into the training model, maintaining the highest standards of data security and compliance that Caseware has always delivered for the profession.
Discover ways AiDA can transform your firm today
Caseware AiDA is available and ready to take your practice to new levels of efficiency and success. Here are just a few examples of how AiDA can help transform your operation through the power of AI.
Reduce manual work for daily tasks
From summarizing lengthy PDFs to providing instant answers about your documents, AiDA helps you work smarter, not harder. AiDA understands the context of your documents and provides precise answers relevant to the page you’re on, ensuring you get the most accurate information without any extra effort. Tired of manually sifting through long documents? AiDA can summarize key points from PDFs, saving you valuable time and helping you focus on what matters most. AiDA automates repetitive tasks, such as extracting key information from documents and providing quick answers to your questions, to significantly boost your productivity.
Support professional development and research assistance
Stay ahead of the curve with AiDA’s advanced research capabilities. Easily access and cite the latest accounting standards to ensure your work meets the highest professional benchmarks. Need to look up specific accounting standards? AiDA can retrieve and summarize relevant content, complete with citations and links, so you always have the most accurate information at your fingertips. AiDA also allows you to copy responses easily (given that prompts are not stored in Caseware) for inclusion in any secure firm-approved repository. As an added bonus, prompt responses can also be read aloud within the application.
Future-proof your practice
Stay ahead in the ever-evolving accounting industry with AiDA’s continuous updates and improvements. Our commitment to innovation ensures you always have access to the latest features designed to enhance your workflow. AiDA’s roadmap focuses on improving the precision and functionality of our digital assistant, ensuring your practice benefits from the latest advancements in AI technology. Stay tuned for ongoing enhancements and new capabilities.
Find the answers you need
We do not store prompts nor are prompts fed back into any models.
Even on our feedback feature, we are not storing prompts.
For user inputs into the feedback form, we are storing the content (but not the underlying prompt) so that we can have our teams read the feedback and make improvements as needed.
Amazon Bedrock on AWS in the associated regions (ie. the same AWS as is used for Caseware Cloud). As Bedrock is rolled out by Amazon to other regions, AiDA will also be.
At this time, we are using the Anthropic Claude model(s). Our infrastructure allows us to select the models that are the best fit for the use-case. Therefore, we focus on making sure we select the best model that is fit for the use-case. Future new model providers are required to go through our standard and mature assessments for the use of new technology.
Anthropic publishes this list of what their models are trained on. In addition, we and our customers are not one of the users that can provide data back into the models.
Of course! Our roadmap is focused on improving precisions of responses. We will always be enhancing our content through technology and associated safety best practices.
Yes, all of our infrastructure remains the same and our in force certificates are still valid. See our certificate details here.