Caseware Validate
Cloud financial-statement review tool that flags math errors, inconsistent notes and prior-period variances in draft statements before sign-off.
| What the AI does | AI-powered validation: auto-detects casting and math errors, checks consistency across tables, notes and narratives, flags prior-period variances; draft change control; review-ready exports |
|---|---|
| Who it serves | Small CPA firms |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | No |
| Best fit | Small firm, Mid-size firm |
| Category | Audit & Assurance AI |
| Also fits | Month-End Close & CAS Automation |
| Part of | Caseware |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Caseware Validate is listed as a fit for small and mid-size firms, and the vendor names small CPA firms on its own site. The job it gets hired for: testing full populations, gathering evidence and building workpapers on the firm's own methodology. It also fits the Month-End Close & CAS Automation category.
What it costs
Caseware Validate is priced by quote, so the demo is where you get a number tailored to your firm.
Good to know
Caseware Validate is a focused tool for the last mile of financial-statement review: upload the current and prior-year drafts and its AI-powered validation flags casting errors, inconsistencies between tables, notes and narratives, and prior-period variances. Draft change control keeps confirmed items and comments linked when a new draft arrives, reviewers pin comments and @mention colleagues, and the review package exports as a marked-up PDF with a findings summary and audit log. Demo-led pricing; it sits on Caseware Cloud, which posts SOC 2 Type 2.
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