Caseware

Caseware

Audit, financial reporting and analytics software used by more than half a million accountants in 130 countries, including most of the world’s largest audit firms, now moving its working papers to the cloud with an AI assistant called AiDA.

Founded1988, Toronto
FoundersDwight Wainman; David Marquis is CEO since January 2025
OwnershipMajority owned by Hg since 2020
CustomersMore than 500,000 users in 130 countries; used by firms of every size including the Big Four and national networks
What it doesWorking papers, financial statement preparation, audit methodology content, data analytics through Caseware IDEA, and cloud audit and ESG products, with the AiDA assistant for drafting and review
Recent movesAiDA AI assistant launched 2024; Caseware Cloud migration; ESG reporting product; new CEO in 2025; about 630 staff
PricingPer user and per engagement licences through regional distributors; not published
MarketsGlobal
PeersSilverfin, DataSnipper, Inflo, MindBridge, Wolters Kluwer TeamMate

Why it matters

Caseware is the installed base of audit software, with half a million users and methodology content that firms have built their work around for decades. Its cloud and AiDA push is the incumbent’s response to DataSnipper, Fieldguide and the AI audit startups that started by working alongside it.

Updated September 2026.

Part of Accountio’s accounting technology coverage.