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Caseware Extractly

What is Caseware Extractly?

What's New

  • New in Caseware Extractly

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

Data Extraction

  • Extract text

  • Extract a table

  • Extract a sum

  • Redact information

  • Validation and exception

  • Data match

  • Automated extraction

  • Manage extractions

Manage Files

  • Organize files

  • Run OCR

  • Rename files

  • Comment on files

  • Embed files into Excel

  • Export files

  • Delete pages without links

  • Delete files

Support

  • Provide feedback or request support

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In this article
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  • Edit table rows in the financial statements
  • Add or remove a link in text sections in the financial statements
  • Add or edit a calculation in table cells in the financial statements
  • Add an analysis section in the financial statements
  • Add a financial statement area
  • English (US)
  • Download a reference copy of an engagement
  • Cloud Engagements 2026-02
  • Créer du personnel
  • New in Caseware Cloud Engagements
  • Manage synced checklists for central planning
  • Get started with central planning
  • Import the trial balance from an engagement file
  • Attach documents to an engagement file
  • Add new Word and Excel documents
  • Pour commencer – Administrateur du cabinet
  • Qu'est-ce que l'audit Caseware ?
  • Index
  • Integrate single sign-on
  • Caseware Support Policy
  • Troubleshooting
  • Get started with Cloud Connector
  • Sherlock Builder
  • Frequently asked questions
  • Integrate single sign-on
  • Firm settings - Security
  • Firm settings - Organization
  • Firm settings - Integration
  • Enable or disable features for all users
  • English (US)
  • Herstel een eerdere versie of verwijderd bestand
  • Bestanden
  • Instellingen
  • Nederlands (Nederland)
  • Get started with Cloud API
  • Frequently asked questions
  • Get Started
  • Dataset types described
  • Import and manage data
  • Data linkage and real time updates in Cloud Connector
  • Insert data using MS Excel formula bar with Cloud Connector
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