Caseware International

CaseWare International Inc., founded in 1988 and based in Toronto, Canada, develops accounting and audit software solutions for accounting firms, governments, auditors, and corporations. The company's offerings include CaseWare Working Papers for streamlining audit engagements, CaseWare Financials for generating financial statements, and CaseWare Audit for managing audit processes. Additionally, CaseWare provides IDEA, a data analysis tool that aids finance professionals in improving audits and detecting control breakdowns, along with Alessa, a compliance and fraud prevention software. CaseWare also offers cloud-based solutions such as CaseWare Cloud for enhanced collaboration, CaseWare Time for workflow management, and AnalyticsAI for artificial intelligence-driven analysis. With a user base of over 400,000 across 130 countries, CaseWare focuses on automating financial reporting and audit processes while ensuring security and collaboration for improved productivity and decision-making. The company markets its products through a global network of distributors and provides support and training services to its clients.

David Marquis

CEO

Andrew Simpson

COO

6 past transactions

Exactly.ai

Acquisition in 2025
Exactly.ai is an artwork creation platform. It allows users to create their personal AI models trained on their work and publish them.

LeaseJava

Acquisition in 2025
LeaseJava is a software-as-a-service (SaaS) solution, that supports lease revisions without the need to issue a new lease, as adjustments can be readily added to current leases, greatly simplifying the process for auditors.
Caseware Australia & New Zealand specializes in providing business productivity software tailored for the accounting, corporate, and government sectors. The company offers a range of solutions, including Working Papers, IDEA analytics, and various cloud applications designed for self-managed super funds and financial management. By delivering these tools, Caseware aims to help professionals enhance their workflows and ensure compliance with relevant regulations.

Jazzit

Acquisition in 2023
Jazzit is a prominent Canadian provider of comprehensive templates designed for CaseWare Working Papers, aimed at enhancing the efficiency and consistency of public practitioners in their engagements. The company develops automated solutions and an integrated suite of templates that cater to the needs of businesses and accounting professionals, particularly those in small and medium-sized practices. By leveraging these templates, practitioners can streamline their workflows and ensure thorough client engagements, ultimately improving their overall productivity and service delivery.

CaseWare Nederland

Acquisition in 2022
CaseWare Nederland specializes in providing software solutions for the accounting and financial services sector. The company focuses on assurance, reporting, auditing, and analytical tools designed to enhance the financial reporting process. Its platform is built to deliver reliable data and relevant insights, helping organizations navigate their financial situations effectively. By facilitating digital transformation, CaseWare Nederland aims to improve user experience and ensure optimal integration with other software systems, thereby streamlining financial operations for its clients.
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