Caseware

Supergood | CaseView from CaseWare API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | CaseView from CaseWare API

Programmatically access CaseView financial statement templates, engagement trial balances, and audit adjustments in CaseWare Working Papers with a stable REST API. Supergood builds and operates production-grade, unofficial CaseView/Working Papers integrations so your team can automate audit procedures, generate client deliverables, and add AI-driven workflows without heavy custom engineering.

Plain English: CaseView is CaseWare’s document and financial statement designer embedded in Working Papers—software used by audit and accounting teams to manage engagements, trial balances, adjusting entries, mapping, checklists, and final reporting. An unofficial API lets you programmatically pull engagement lists, trial balance account data, mapping groups, CaseView documents and variables—then push adjusting journal entries, update CaseView variables, and trigger render jobs for statements, notes, and assurance reports.

For a tech company integrating with CaseView and Working Papers, this means you can ingest real-time engagement and trial balance data to power dashboards, drive AI anomaly detection, and synchronize adjustments to your ERP. You can automate engagement checklists, pre-fill CaseView narratives and disclosures with AI, render financial statements and audit reports, and keep downstream systems (ERP, analytics, GRC, e-signature, DMS) in lockstep—complete with signoff-aware status tracking and audit evidence attachments.

What is CaseView from CaseWare?

CaseView (within CaseWare Working Papers) is a document composition system auditors use to build financial statements, audit reports, forms, and checklists with embedded logic, variables, and links to the engagement’s trial balance and mapping. Working Papers centralizes audit execution: engagement setup, trial balance import and consolidation, mapping to financial statement line items, proposed and posted adjustments, lead sheets, issues/findings, and signoffs—all tied to CaseView for final deliverables.

CaseWare Working Papers (https://www.caseware.com/us/products/working-papers/) is widely used by accounting and audit firms to:

  • Maintain client engagements and fiscal periods
  • Manage trial balances, accounts, mapping groups, and consolidations
  • Record adjusting journal entries (AJE) and reclassifications
  • Track audit procedures, issues, checklists, risks, and controls
  • Prepare financial statements and audit reports in CaseView templates
  • Handle signoffs and versioned deliverables with attachments and annotations

Common data entities:

  • Firms, Users, Roles/Permissions (Partner, Manager, Senior, Staff)
  • Engagements (client metadata, fiscal year, status, reporting framework)
  • Trial Balance (accounts, types, mapping groups, balances by period)
  • Adjustments (entries, lines, prepared/reviewed/signoff state)
  • CaseView Documents (templates, variables, sections, render outputs)
  • Issues/Findings (description, severity, resolution, linkage to accounts/documents)
  • Checklists & Procedures (questions, responses, evidence links)
  • Attachments & Annotations (supporting documents, audit evidence)

The CaseView Integration Challenge

Audit teams rely on Working Papers and CaseView daily, but turning desktop-first, portal-mediated workflows into API-driven automation is non-trivial:

  • Signoff-aware data: Preparers, reviewers, and partners have different views and locks; actions may be gated by signoff status
  • Trial balance rigor: Consolidations, periodization, mapping groups, and materiality affect downstream statements and disclosures
  • CaseView logic: Variables, formulas, and conditional sections drive output; changes must respect template rules
  • Mixed environments: Desktop Working Papers, CaseWare Cloud services, and network shares create complex authentication and session lifecycles
  • Evidence and compliance: Attachments, versioning, and audit trails require careful, consistent handling

How Supergood Creates CaseView APIs

Supergood reverse-engineers authenticated user flows and engagement data interactions to deliver a resilient API endpoint layer for your CaseView/Working Papers environment.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh and change detection
  • Normalizes engagement, trial balance, adjustment, and CaseView objects into consistent JSON
  • Aligns with role-based permissions and signoff states to ensure compliant access and updates

Use Cases

Engagement & Trial Balance Data Sync

  • Mirror engagements, clients, periods, and reporting frameworks into your internal systems
  • Keep trial balance data current for analytics, dashboards, and AI anomaly detection
  • Normalize account types, mapping groups, and consolidation flags across firms or offices

AI-Driven Adjusting Entries

  • Generate proposed AJEs from AI insights (variance analysis, outlier detection, period-end accruals)
  • Push adjustments for preparer review, track signoffs, and reconcile posted vs. proposed entries
  • Surface net impact by account and statement line item, and sync to ERP (e.g., QuickBooks, Xero)

CaseView Document Automation

  • Auto-fill CaseView variables for disclosures, risk summaries, and management representations
  • Trigger renders of financial statements and audit reports, attach outputs to engagement evidence
  • Maintain version history and output checksums; drive client-ready packages via your product

Issues, Checklists, and Evidence

  • Pull issues/findings and checklist responses to orchestrate workflow and SLA alerts
  • Upload evidence artifacts and annotations, link to procedures and accounts
  • Keep GRC, DMS, and analytics systems in lockstep with Working Papers status

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_cw_0e9b21",
    "name": "Senior Auditor",
    "entitlements": ["engagements", "trial_balance", "adjustments", "caseview"]
  }
}

Engagements

GET /engagements: List engagements with filters and summary details.

Query parameters

  • firmId: string
  • clientId: string
  • status: planning | fieldwork | review | finalized | archived
  • reportingFramework: IFRS | US_GAAP | Other
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "engagementId": "eng_2025_abc001",
      "clientName": "Acme Manufacturing, Inc.",
      "clientId": "cli_38f2c9",
      "fiscalYear": "2025",
      "jurisdiction": "US",
      "reportingFramework": "US_GAAP",
      "entityType": "corporate",
      "status": "fieldwork",
      "team": [
        {"userId": "u_cw_0e9b21", "role": "senior"},
        {"userId": "u_cw_1a2c34", "role": "manager"}
      ],
      "materialityThreshold": 125000.00,
      "startDate": "2026-01-05",
      "endDate": null,
      "updatedAt": "2026-01-20T15:42:10Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Trial Balance

GET /engagements/{engagementId}/trial-balance: Retrieve trial balance accounts, mapping groups, and periodized balances.

Query parameters

  • includeMapping: boolean
  • includeConsolidation: boolean
  • period: current | prior | year_to_date
curl --request GET \
  --url https://api.supergood.ai/integrations/<integration_id>/engagements/eng_2025_abc001/trial-balance?includeMapping=true&period=year_to_date \
  --header 'Authorization: Bearer <authToken>'

Example response

{
  "currency": "USD",
  "consolidated": false,
  "period": "year_to_date",
  "accounts": [
    {
      "accountId": "acc_1000",
      "number": "1000",
      "name": "Cash and Cash Equivalents",
      "type": "asset",
      "mappingGroup": "Current Assets",
      "openingBalance": 150000.00,
      "currentPeriodDebits": 82000.00,
      "currentPeriodCredits": 60000.00,
      "ytdBalance": 172000.00,
      "material": false,
      "leadScheduleRef": "A-1"
    },
    {
      "accountId": "acc_2200",
      "number": "2200",
      "name": "Accounts Payable",
      "type": "liability",
      "mappingGroup": "Current Liabilities",
      "openingBalance": 98000.00,
      "currentPeriodDebits": 43000.00,
      "currentPeriodCredits": 52000.00,
      "ytdBalance": 107000.00,
      "material": true,
      "leadScheduleRef": "B-2"
    }
  ],
  "updatedAt": "2026-01-21T09:28:31Z"
}

Adjustments

POST /engagements/{engagementId}/adjustments: Create an adjusting journal entry (AJE) with lines, preparer/reviewer, and signoff metadata.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/engagements/eng_2025_abc001/adjustments \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "date": "2026-01-21",
    "description": "Accrual for December utilities",
    "type": "normal",
    "lines": [
      {"accountId": "acc_6100", "description": "Utilities Expense", "debit": 18500.00, "credit": 0.00},
      {"accountId": "acc_2300", "description": "Accrued Liabilities", "debit": 0.00, "credit": 18500.00}
    ],
    "preparedByUserId": "u_cw_0e9b21",
    "reviewedByUserId": null,
    "attachments": [
      {"fileName": "dec_utilities_invoice.pdf", "uploadToken": "upl_9f42a1"}
    ],
    "referenceId": "ai-aj-042"
  }'

Example response

{
  "adjustmentId": "adj_7c2f10",
  "status": "draft",
  "netEffect": {
    "assets": 0.00,
    "liabilities": 18500.00,
    "equity": -18500.00,
    "incomeStatementImpact": {
      "revenue": 0.00,
      "expense": 18500.00
    }
  },
  "createdAt": "2026-01-21T12:12:04Z"
}

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination across modules
  • Rate limits: Tuned for audit throughput while honoring customer entitlements and role-based usage controls
  • Session management: Automatic reauth and cookie/session rotation with health checks
  • Data freshness: Near real-time retrieval of engagements, trial balance, adjustments, and CaseView objects
  • Security: Encrypted transport, scoped tokens, and audit logging; respects CaseWare role-based permissions and signoff states
  • Webhooks: Optional asynchronous delivery for long-running workflows (e.g., renders, review/signoff changes)

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load
  • Throughput: Designed for high-volume trial balance sync and adjustment processing
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicate actions
  • Adaptation: Continuous monitoring for UI/data model changes with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened CaseView/Working Papers adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as CaseWare evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which CaseView/Working Papers modules can this integration cover?

Supergood supports workflows across commonly used modules such as Engagement Management (metadata, statuses), Trial Balance (accounts, mapping, consolidations), Adjustments (proposed/posted entries, signoffs), and CaseView (documents, variables, renders), subject to your licensing and entitlements. We scope coverage during integration assessment.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.

Q: Can you sync adjustments and trial balance data to our accounting system?

Yes. We can normalize AJEs and trial balance line items to match your ERP/accounting schema (e.g., cost centers, account numbers) and deliver updates via webhooks or polling while complying with rate and permission constraints. We commonly integrate with QuickBooks and Xero.

Q: Do you support CaseView variable updates and document rendering?

Yes. We can map and update CaseView variables programmatically, trigger renders for statements and reports, and attach outputs back to engagement evidence with checksum validation and time-limited URLs.

Ready to automate your CaseView workflows?

Supergood can have your CaseView/Working Papers integration live in days with no ongoing engineering maintenance.

Get Started →

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