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New Features in IDEA 10.3 Part II 10May
2018

New Features in IDEA 10.3 Part II

In a recent article, we introduced the improvements to Stratified Random Samples and Python integration added in IDEA 10.3. But that’s just a small part...

Identifying Churn in AR

Identifying Churn in AR

19 April 2018
Customer churn (customer attrition, turnover, or defection) is when a customer decides to stop engagement with your company. IDEA can help easily identify “churn” in accounts receivable by following these...

Customer churn (customer attrition, turnover, or defection) is when a customer decides to stop engagement with your company. IDEA can help easily identify “churn” in accounts receivable by following these steps...

The Power of Field Statistics

The Power of Field Statistics

7 March 2018

IDEA’s Field Statistics can save you a wealth of time. It should be the first thing you go to after importing a file. Why?

IDEA’s Field Statistics can save you a wealth of time. It should be the first thing you go to after importing a file. Why?

New Features in IDEA 10.3

New Features in IDEA 10.3

29 January 2018

The latest version of IDEA introduced a host of new features and improvements.  IDEA now runs faster and offers more flexibility than ever before.

The latest version of IDEA introduced a host of new features and improvements.  IDEA now runs faster and offers more flexibility than ever before.

Using Nested @Functions()
16 November 2017

Using Nested @Functions()

IDEA Tech Tip

Combining @functions in creative ways can open a wealth of new capabilities that you may not have known your IDEA software is capable of.

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Tech Tip: Other Ways to Get IDEAScripts
18 September 2017

Tech Tip: Other Ways to Get IDEAScripts

The ability to automate a process can be very helpful in making your job easier. In IDEA, this means creating macros or IDEAScripts that automatically perform multiple functions in IDEA.

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Resources to Build or Refresh Your IDEA Skills
4 August 2017

Resources to Build or Refresh Your IDEA Skills

Tech Tip Explores Resources Available to Supported IDEA Users

There are several resources you can use to either refresh your team’s IDEA skills or train a new team member.

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Exporting Data from 3 Commonly Used Applications
16 June 2017

Exporting Data from 3 Commonly Used Applications

Tech Tip Explains How to Export Data from SAP, PeopleSoft and QuickBooks

Here are the steps to export data from three commonly used applications; SAP, Peoplesoft and QuickBooks.

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Preparing Data for Visualization
9 May 2017

Preparing Data for Visualization

Tech Tip Provides Guidance for using Discover & Visualization

This IDEA Tech Tip guides you through how to use IDEA's Discovery & Visualization features, creating charts and graphs out of your data. 

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Importing Date Fields
21 March 2017

Importing Date Fields

Tech Tip to Steps for Dealing with Date Fields

Are you having an issue with Date fields importing as Character or Number fields? Learn how to correct this before or after importing in your database. 

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New Features in IDEA 10.3
29 January 2018

New Features in IDEA 10.3

IDEA now runs faster and offers more flexibility than ever before

The latest version of IDEA introduced a host of new features and improvements.  IDEA now runs faster and offers more flexibility than ever before.

Read More

5 Ways Data Analytics Saves Time
26 January 2018

5 Ways Data Analytics Saves Time

Turn Hours of Work into Minutes

5 time-saving ways data analytics can help you shrink your audit time, while improving the quality of your work.

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Tired of Wrangling Cumbersome Client Data?
24 January 2018

Tired of Wrangling Cumbersome Client Data?

10 Ways Our Importing Services Make it Easy

10 reasons to try our data importing services, which save you time, effort and undue frustration. 

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A Journey in Using Data Analytics
24 January 2018

A Journey in Using Data Analytics

Testimonial from Brian Cullum

Read how Brian Cullum used IDEA to help identify a multi-million-dollar fraud based on the overstatement of the borrower’s lending base.

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Planning & Scoping Your Audit
15 January 2018

Planning & Scoping Your Audit

With Data Visualization

Data visualization is changing the way auditors are communicating with their audiences. Easy planning, find risk areas and prioritize your scope of work.

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Infusing IDEA into Your Organization
16 November 2017

Infusing IDEA into Your Organization

Building a successful and sustainable data analytics program requires a mix of people, processes and products...it all starts with collaboration.

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Using Nested @Functions()
16 November 2017

Using Nested @Functions()

IDEA Tech Tip

Combining @functions in creative ways can open a wealth of new capabilities that you may not have known your IDEA software is capable of.

Read More

IDEA 10.3 Now Available
15 November 2017

IDEA 10.3 Now Available

CaseWare Analytics Launches Update

Newest release of CaseWare IDEA introduces key features and enhancements to help auditors, accounts and other finance professionals improve their audits.

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Innovation Starts with IDEA
14 November 2017

Innovation Starts with IDEA

Wrap Up - Part 1

More than 100 IDEA users gathered in Houston on November 1-2 to learn new strategies for implementing and growing their use of data analytics.

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Expert Data Importing Services Available
17 October 2017

Expert Data Importing Services Available

Our goal is to eliminate the inherent time and frustration of importing challenging files so professionals can focus on more value-add tasks.

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Fraud: An Ounce of Prevention...
17 October 2017

Fraud: An Ounce of Prevention...

When it comes to fraud, an ounce of prevention is worth a pound of cure. The full impact of fraud can be devastating, well beyond the financial loss.

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GreenSky Loan Servicing Company Reduces Monthly Statement Review from Days to Minutes with IDEA
17 October 2017

GreenSky Loan Servicing Company Reduces Monthly Statement Review from Days to Minutes with IDEA

Auditors are able to access and analyze raw data with IDEA, which has significantly reduced their need to wait on IT for reports.

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Take a Lean Six Sigma Approach for Audits
19 September 2017

Take a Lean Six Sigma Approach for Audits

Henry Ford once said that if he had asked people what they wanted, they would have said faster horses. Constant innovation keeps businesses thriving.

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Agile Analysis Techniques for the GL
19 September 2017

Agile Analysis Techniques for the GL

Shortcuts to find anomalies and outliers in the general ledger - speed up your analysis with the Financial App

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