CaseView from CaseWare API
No open REST API. CaseWare offers a desktop SDK for Working Papers automation, the Sherlock API for extracting cloud engagement data, and Cloud Collaborate plug-in APIs, all oriented to developer partners. Documentation is scattered across multiple portals.
Frequently asked questions
CaseView from CaseWare scores F on the API Report Card. No open REST API. CaseWare offers a desktop SDK for Working Papers automation, the Sherlock API for extracting cloud engagement data, and Cloud Collaborate plug-in APIs, all oriented to developer partners. Documentation is scattered across multiple portals.
Without a usable official API, teams fall back on manual exports, file drops, or one-off vendor integrations. The other option is an unofficial API layer like Supergood that automates the authenticated web app directly.
CaseView is the document composition module within CaseWare Working Papers, used by auditors and accountants to build financial statements, audit reports, tax forms, and checklists with live-linked data.
Accounting, Typically for small-to-large audit and accounting firms performing engagements, compilations, reviews, and financial statement preparation. Auditors use CaseView within Working Papers to draft annual financial statements from mapped trial balances, document audit procedures, generate compliance-ready reports, and roll forward engagements year-over-year.
CaseWare is the dominant engagement management and financial reporting platform globally, especially in Canada, UK, South Africa, and Australia. Hacker News describes it as "the dominant provider of mission-critical accounting and auditing software."
Yes, stores all engagement working papers, trial balances, audit adjustments, financial statements, compliance checklists, and client deliverables. This is the core system of record for audit and accounting engagements.
~37 years old, founded circa 1988. Desktop Working Papers feels legacy; CaseWare Cloud is a newer SaaS offering with modernized UI and AI features (Extractly, Validate), but many firms still run the desktop version.
Cannot fully integrate Working Papers with third-party audit software. Cloud API documentation scattered across multiple portals. Full sourced list under Sources below.
Common alternatives include Thomson Reuters Engagement, Wolters Kluwer CCH ProSystem fx, IRIS (UK), Inflo, CaseWare IDEA (sibling product). Graded alternatives appear under "More from the report card" below.
Grades measure one thing: can a customer's engineering team get their own data out programmatically? We check six things (whether a real API exists, how access is gated, data coverage, auth quality, docs and developer experience, and stability) and roll them into a letter grade. Grades get re-verified, and they only move on evidence.
Yes. Supergood maintains an unofficial CaseView from CaseWare API and MCP server so AI agents and internal tools can read and write CaseView from CaseWare data. See the CaseView from CaseWare integration docs at supergood.ai/docs/caseview-from-caseware-api.