Introducing Caseware Extractly – Market release

We’re pleased to announce the release of Caseware Extractly. Extractly is Caseware’s powerful built-in automation tool that helps you match, verify, and extract data directly in Excel.

Extractly is designed to streamline the work you already do every day, making document review, data validation and information extraction faster, more consistent, and less manual across a wide range of use cases.

By reducing repetitive tasks, Extractly enables teams to move faster, improve accuracy, and focus on higher-value analysis and decision-making.

Key platform capabilities in the Caseware Extractly market release

Automated data extraction and matching

Extractly automates the extraction and matching of key user-defined data points from PDFs and other structured documents into your Excel working files. This reduces manual copy-paste effort and helps minimize the risk of human error.

Seamless Excel integration

Work where you’re most comfortable. Extractly operates as an Excel add-in, enabling you to validate and reconcile data without leaving your spreadsheet environment.

Real-time collaboration and transparency

Extractly supports team visibility and collaboration by allowing licensed users to review uploaded documents and extractions created by others within an Excel working file.

Secure and scalable

Extractly offers enterprise-grade security and scalability, making it ideal for firms of all sizes.