Caseware wins accounting software awards for AI platform

Caseware has won the FinTech Breakthrough Award for Overall Accounting Platform of the Year and was also named in Accounting Today's Top New Products list for 2026.

The recognitions highlight different parts of its audit and accounting software portfolio. The FinTech Breakthrough award focused on its broader cloud platform, while Accounting Today recognised its data extraction tool, Caseware Extractly.

The FinTech Breakthrough programme reviewed more than 4,500 nominations from around the world. Caseware was recognised for a cloud-based platform for audit and accounting firms that brings together data ingestion, analysis, documentation, review and collaboration in a single environment.

The platform is designed to replace disconnected automation tools with a more unified workflow. It is also built to support audit trails, regulatory compliance and professional judgement across the engagement lifecycle.

Platform focus

Products within the platform include Caseware AiDA, an AI assistant for audit and accounting professionals; Caseware Extractly, an Excel add-in for extracting and structuring data from source documents; and Caseware Validate, a tool for transaction validation and exception detection across large data sets.

According to Caseware, AiDA provides responses related to standards, methodology, compliance and audit evidence within the Caseware environment. Extractly is intended to automate the extraction and validation of financial data from documents, including PDFs, invoices and bank statements, while Validate helps firms scale testing and improve review efficiency.

Ericka Podesta McCoy, chief marketing officer at Caseware, said the awards reflected the company's continued investment in audit and accounting technology.

"This recognition from both FinTech Breakthrough and Accounting Today is a testament to Caseware's legacy of technological innovation and our significant investment in the future of the profession," McCoy said.

"The firms that will lead the next decade are those embracing AI not as a future consideration, but as a present-day advantage. Caseware is embedding AI and intelligent automation at the core of the workflows professionals already rely on, so firms can manage complexity with confidence, scale without compromise and deliver the kind of insight their clients increasingly expect," she added.

Product recognition

Accounting Today's recognition centred on Caseware Extractly, which the publication included in its list of top new products for the year. The tool addresses manual data extraction, a routine but labour-intensive part of audit and accounting work.

Caseware says Extractly goes beyond optical character recognition by validating calculations, comparing extracted values against workpapers and identifying inconsistencies across large volumes of documents. It also maintains a dynamic link between extracted data points and the source documents, which can strengthen audit trails and reduce review time.

The company added that some customers have reported tasks that previously took several hours can now be completed in minutes using Extractly. No independent figures were released alongside the claim.

Steve Johansson, Managing Director at FinTech Breakthrough, outlined the judges' reasoning in the accounting platform category.

"Caseware reduces operational complexity while boosting firm-wide efficiency in one unified platform. This combination of seamless integration, AI-driven workflows, advanced productivity tools and firm-level customization makes Caseware our pick in the Overall Accounting Platform of the Year category," Johansson said.

Caseware has operated in audit and financial reporting software for more than 35 years. It says it works with more than 23,000 firms, corporations and government bodies across more than 130 countries.

The awards come as software suppliers to the accounting profession compete to show that artificial intelligence can be applied to established, compliance-heavy workflows without weakening control, documentation or evidence standards.

Vendors are increasingly focusing on tasks such as data extraction, transaction testing, exception handling and research support for audit teams, where firms have long relied on manual processes or fragmented specialist tools.

Caseware's recognition suggests judges and industry publications are paying particular attention to software that can bring those tasks together in a single system while preserving traceability to original documents.