Caseware
Audit, financial reporting and analytics software used by more than 475,000 people in 130 countries, including most of the world’s largest audit firms, now moving its working papers to the cloud with AI agents sold as Caseware Verity.
| Founded | 1988, Toronto |
|---|---|
| Founders | Dwight Wainman; David Marquis is CEO since January 2025 |
| Ownership | Majority owned by Hg since 2020 |
| Customers | More than 23,000 customers and 475,000 users in 130 countries; used by firms of every size including the Big Four and national networks |
| What it does | Working papers, financial statement preparation, audit methodology content, data analytics through Caseware IDEA, and cloud audit and ESG products, with AI agents sold as Caseware Verity |
| Recent moves | AiDA AI assistant launched 2024; Caseware Verity AI agents launched May 2026; Caseware Cloud migration; ESG reporting product; new CEO in 2025; about 630 staff |
| Pricing | Per user and per engagement licences through regional distributors; not published |
| Markets | Global |
| Peers | Silverfin, DataSnipper, Inflo, MindBridge, Wolters Kluwer TeamMate |
Why it matters
Caseware is the installed base of audit software, with 475,000 users and methodology content that firms have built their work around for decades. Its cloud and Verity push is the incumbent’s response to DataSnipper, Fieldguide and the AI audit startups that started by working alongside it.
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AI Audit Software Compared: DataSnipper, Inflo, CoCounsel, MindBridge and Caseware
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