Get started with Caseware AiDA
Currently, Caseware AiDA is only available in select regions.
Contact your local distributor or account representative for licensing information or to see when AiDA launches in your region.
Caseware AiDA is an AI-powered digital assistant designed to enhance efficiency, ensure compliance and provide dynamic, context-aware responses to profession-specific enquiries.
Your interaction with AiDA is private and remains within your current session. AiDA does not share content or dialogue between users or use your firm's data to train its model. For answers to other frequently asked questions, see the FAQ.
Before you begin
Ensure your firm administrator has enabled Caseware AiDA. AiDA is enabled in the same way as any Caseware Cloud app. To learn more, see Enable access to a Caseware Cloud app.
To use AiDA in Working Papers, see Get started with Caseware AiDA (Working Papers).
To get started:
In your engagement, select the AiDA icon (
) on the right pane of the Documents page.
AiDA appears in the bottom right corner of your page.
With AiDA, you can
Summarize engagement documents and PDFs
AiDA can summarize documents within your engagement, including uploaded PDFs. You can also have AiDA summarize scanned PDFs, also called image-based PDFs, which refer to PDFs where the text isn't editable and appears as part of the visual representation of the document. AiDA can summarize scanned PDFs by converting images into text.
Summarize scanned PDFs in the same way as any other document in your engagement.
to summarize a document:
-
On the Documents page, go to the phase or folder containing the document you want AiDA to summarize and select the document to open it.
- In AiDA, select Summarize.
AiDA provides a summary with references you can select to jump to the source material.
- You can ask questions about the summary. Type your question in the text box and select Send (
).
To save your interaction with AiDA, scroll to the bottom of the chat window and click Copy (
) and paste the content into a document of your choice.
To provide feedback on the response quality, select the thumbs-down icon (
) and enter the feedback you want to give AiDA.
To have AiDA read aloud its response, select the read-aloud icon (
).
Ask AiDA questions
- In the text box, type your auditing or accounting question and select Send ().
For tips on crafting good prompts for AiDA, see Prompts.
In general, provide as much context as you can. Formatting can be used, for example, line breaks and headings, to make your question easy for AiDA to understand. Below is an example of a question asking AiDA to brainstorm auditing procedures:
Context: I'm identifying key risks for a new client in the e-commerce industry.
Question: Suggest common risks related to sales transactions in an e-commerce environment.
Desired Response: List of common risks specific to e-commerce sales transactions, for consideration. All relevant risks in the resulting list can then be copied into the engagement file (e.g., Revenue Recognition - Risk of improper revenue recognition timing or amount, IT - Risk of system downtime or failures impacting sales ).
To save your interaction with AiDA, scroll to the bottom of the chat window and click Copy () and paste the content into a document of your choice.
To provide feedback on the response quality, select the thumbs-down icon () and enter the feedback you want to give AiDA.
To have AiDA read aloud its response, select the read-aloud icon ( ).
