Better Business Through Data Analysis & Monitoring My Account

Our top priority is helping our customers maximize their use of the technologies we offer. Since we have the privilege of working alongside some of the best accountants and auditors in the industry, we thought of a way to share their knowledge with our customers by forming the Integration Partner Program. Our Integration Partners are selected for their technical expertise using data analytics, continuous monitoring, risk management, internal controls, fraud detection and compliance. They have extensive experience implementing and using IDEA and/or CWM, and even help guide product direction for future releases. Integration Partners work as an extension of our team to provide the following services:

  • Implementation of continuous monitoring including identifying what controls need to be monitored within multiple business units and systems and development of customized scripts
  • Team training for using CaseWare Monitor's workflow management and dashboards to simplify data-to-day exception monitoring, management, reporting and resolution of issues
  • Data acquisition and importing services for IDEA
  • Custom IDEAScript development to standardize and automate analysis
  • Expert analytics to achieve audit objectives, identify fraud, assess risk, meet documentation requirements and prepare reports
  • On-the-job training for both new and experienced IDEA users, tailored to your specific needs

For more information about each of our Integration Partners, visit their Web sites or contact us at to provide us with your scope of work, and we'll match you with an appropriate partner.

Integration Partners

BKM Sowan Horan Accountants & Consultants

BKM Sowan Horan provides a variety of accounting and audit services including assurance, tax, business valuations, forensic, litigation, IT audit and consulting. The firm specializes in financial audits, IT project management and compliance-related consulting including Sarbanes-Oxley (SOX) audit services and Service Organization Control Reports (SOC). As an Integration Partner, BKM Sowan Horan offers a unique mix of IT and CPA knowledge allows them to get the right kind of data, develop tests that meet internal controls, search for fraud and errors, and generate meaningful insights. They are available to help organizations develop data analytics solutions that make sense and extract maximum value from the data. For additional information, visit or contact Kevin Rockecharlie, Director of IT Assurance Services, at


Carrtegra is a Houston-based management consulting firm specializing in Internal Controls; Compliance and Ethics; Financial Advisory; Technology Services; Risk and Security; and Financial Talent. Carrtegra consultants work closely with their clients to provide carefully tailored high-value solutions. Our professionals provide value and guidance by leveraging experience, industry knowledge, familiarity with laws and regulations and creativity. Carrtegra brings years of experience in designing and reviewing processes, evaluating controls and system risks, and making critical recommendations that increase process efficiency, reduce risks and enhance system security. As a Partner, Carrtegra provides a seasoned approach for utilizing IDEA in creative ways to evaluate unusual situations, resolve the unreconciled, investigate fraud and monitor processes for compliance. For more information about Carrtegra, visit or contact Sam Carr, Managing Partner at

Fit Life Creation

A well balanced life is critical to success. Fit Life Creation™ was founded in 2013 by Katrina Kiselinchev, MBA, CPA, CFE, CFF, CIA to help companies and individuals achieve wellness and financial goals. Using her extensive experience as a CEO, Audit Executive and Analyst, Kiselinchev created the Bottom Line Maximizer™ program, which has provided return on investment of 1,000+%. The customized program focuses on achieving bottom line results using risk assessment, data analysis testing in key areas and reports to quickly deliver results. She joined the Integration Partner Program in 2011 to assist fellow CaseWare IDEA® users plan and conduct audits and fraud investigations. She also helps identify process improvement opportunities, optimize external audit alignment, and reduce fraud risks and occurrences. For more information, visit

GPS Consultants

GPS Consultants, LLC was founded by Chris Peters in May, 2011 and specializes in assisting clients with Growth, Productivity and Strategy through enhancing performance monitoring and record keeping, streamlining accounting and administrative processes, and solving business problems through forensic accounting and database analytics. As a Partner, Peters will provide customers with custom IDEAScript development, automation and data analysis consulting services for IDEA® – Data Analysis Software. For additional information, visit or contact Chris Peters at

Key Performance Initiatives Logo

Key Performance Initiatives provides advisory and consulting services in governance, risk management, compliance, internal audit, data analytics, quality and operations. Co-founder Scott Jones has more than 40 years of leadership and management experience working in a variety of industries including quality management, global aerospace/defense engineering, manufacturing and others. Since 2010, Jones has used IDEA to improve governance, reduce risk and improve business processes. As an Integration Partner, he helps professionals start, develop and sustain their use of data analytics for both financial and operational audits. Key Performance Initiatives will offer IDEA users training and assistance to implement data analytics including developing audit objectives, identifying areas for specific analysis, organizing data to achieve optimal results and developing scripts to automate repeatable processes. For more information about Key Performance Initiatives, visit or contact Scott Jones at

Visual Risk IQ Logo

Visual Risk IQ is a services and software firm that helps clients achieve effective results in business performance and internal controls using a combination of deep business experience and cutting-edge technologies including continuous auditing and continuous monitoring tools. Visual Risk IQ provides expertise to codify specialized industry, regulatory, and business knowledge to answer important questions about business performance and internal controls. Through data analysis of information contained in disparate internal and external databases, Visual Risk IQ enables rapid identification of errors, compliance issues, or financial fraud. For additional information, visit Visual Risk IQ.

What's Your SQ? Logo

What’s Your SQ focuses on four key areas; helping organizations embrace a multi-generational workforce, leverage analytics and data to become insight driven, foster a culture of innovation and use performance-based metrics to measure their success. The firm provides workshops on corporate culture, using data to generate insights, applying and using analytics, leadership and others including custom workshops to meet specific needs. What’s Your SQ offers a variety of services beyond workshops to help clients achieve their goals including anti-fraud training through the Association of Certified Fraud Examiners (ACFE), speaking engagements, and consulting. As an Integration Partner, founder Jeremy Clopton will help organizations leverage data analytics for fraud prevention and detection, risk assessments, and business intelligence.