The Data Foundation Your Audits Deserve

Your Caseware methodology is world-class. But are you feeding it world-class data?
See how Validis’ standardized audit-ready financial data flows instantly into your Caseware workflow.

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CASEWARE & VALIDIS USER

Citrin Cooperman

"The integration between Validis and Caseware has eliminated multiple manual steps. The hours saved free up significant time for actual audit work and our busy season workflow is now significantly smoother."

Andrew O'Donnell

Better Together: How We Transform Your Workflow

How Validis Enhances Your Caseware Workflow

Extracts and standardizes data from 100+ accounting systems
Zero manual data mapping – audit-ready in minutes
Data that balances first time, every time
Minutes for clients to share data – no back and forth, saving up to 7.5 hours

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What Caseware Does (That Validis Doesn't)

World-class methodology – proven audit workflow and risk assessment
Regulatory compliance across multiple jurisdictions
Advanced audit management – comprehensive trail and review processes
Team collaboration and workflow management

Plus: Validis Beyond the Integration

While the integration transforms your core workflow, our gold standard approach to data
allows you to deliver a truly data-driven audit.

Full AR and AP subledger detail with transaction-level data

14 common workpapers auto-generated immediately (all branded to your firm)

Instant quality checks with easy-to-read Quality Score

Works for reviews, write-ups, and compilations

Real Firms, Real Transformation

What Withum Loves About the Integration

Data at your fingertips
Complete GL, TB, and sub-ledger details in just a few clicks
No more back-and-forth
Eliminate constant client requests during audits
Instant analytics
KPIs and ratios available immediately, no waiting for data cleaning
Hours saved
Time previously spent on data prep now available for analysis

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Fast, Simple Implementation

Dedicated onboarding specialist
Ready-made client communication templates
5-star rated support team
User adoption program to ensure team success

Why wait for “the right tech” when you can benefit from better data today?

Large transformation projects can take 12-18 months to implement. Don’t spend that time stuck with manual data processes while your competitors deliver insights.

Validis transforms your audit process immediately – giving teams data-driven insights and clients a modern experience from day one.

Start with Validis, reap the rewards in 14 days. Your data will be ready when the tech arrives.

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