Caseware AiDA: Leading the Way in AI Risk Assurance and Security for the Accounting Industry

At a time when AI is at the peak of its hype cycle—promising everything from predicting the next stock market boom to curing the common cold—companies are racing to integrate the technology into their operations. AI holds immense potential, arguably more than any technological evolution in recent history. But with rapid adoption comes an important question: just because we can do something with AI, should we?

At Holistic AI, we help enterprises navigate this very question daily through the Holistic AI Governance Platform. While innovation excites, nothing extinguishes that excitement faster than losing customer trust. That’s why it’s refreshing to collaborate with companies that embrace speed, innovation, and responsibility in their AI journey.

Caseware, a global leader in cloud-enabled audit, financial reporting, and data analytics solutions, exemplifies this balance. Their recent achievement—earning a positive safety assurance evaluation for AiDA, their AI-powered digital assistant—demonstrates that innovation and trust can go hand in hand. This is a story of how Caseware leads in AI-driven transformation while upholding its unwavering commitment to security and accountability.

Raising the Bar for AI Safety in Accounting

Launched in May 2024, AiDA (Artificial Intelligence Digital Assistant) was designed to empower accounting, audit, and finance professionals by streamlining workflows, ensuring compliance, and providing precise, context-aware responses to complex inquiries. But with great innovation comes great responsibility—especially when handling sensitive financial data.

To validate its security posture and maintain assurance on an ongoing basis, Caseware partnered with Holistic AI, the leading enterprise AI governance platform, to independently assess AiDA’s safety and security protocols. Through a comprehensive evaluation, the Holistic AI software validated that Caseware developers have taken sufficient steps in AiDA to mitigate key risks often found in the areas of transparency, efficacy, robustness, and privacy through significant qualitative and quantitative testing.

Building Trust Through Independent AI Governance

"As AI adoption accelerates in the accounting profession, ensuring trust and safety is paramount," says Adriano Koshiyama, co-founder and co-CEO of Holistic AI.

"We recognize organizations that actively demonstrate responsible AI development while protecting customer data and maintaining professional standards. Caseware is leading the way with AiDA, proving that AI-driven innovation and governance can go hand in hand."

Danielle Supkis Cheek, Caseware’s senior vice president of AI, Analytics, and Assurance, echoed this sentiment: "Professional skepticism and competence are foundational to the accounting profession. As users may place confidential, restricted, or personal data into AiDA, privacy is a key concern. Our safety-first ethos sets us apart. By incorporating independent AI governance from Holistic AI, we’re demonstrating our unwavering commitment to building secure, efficient, and trustworthy AI tools for accountants."

A Strategic AI Vision for the Future

The Holistic AI Governance Platform plays a crucial role in Caseware’s broader AI strategy, ensuring that its AI-driven solutions align with the highest standards of transparency, accountability, and ethical practice. This proactive approach to AI risk assurance underscores Caseware’s mission to deliver cutting-edge technology without compromising on security or professional integrity.

Moving forward, with the Holistic AI Governance Platform as an integral part of its IT environment, foundational guardrails are in place that help to keep the teams in check as they continue to innovate new features and capabilities on AiDA. Ongoing monitoring, alerting, and reporting also help to keep watch of any changes or potential issues so that the teams at Caseware can quickly engage.

Cheek adds, “Done right, innovation and governance is a symbiotic relationship where each builds on the other, enabling us to move faster for our customers than we could before.”

As a testament to its innovation and impact, Caseware AiDA was recently recognized as one of the 2025 Top New Products for Accountants by Accounting Today. This accolade further solidifies AiDA’s position as a game-changing tool in the profession.

The Future of AI in Accounting: Secure, Smart, and Scalable

As AI continues to shape the future of accounting and auditing, organizations must prioritize responsible AI deployment. Caseware’s collaboration with Holistic AI exemplifies how AI can be leveraged to enhance efficiency and compliance while maintaining rigorous security and ethical standards.

With AiDA, Caseware is not just offering an AI-powered assistant—it’s setting a new industry benchmark for trust, security, and innovation. As technology evolves, one thing remains certain: Caseware is committed to ensuring that AI serves as a reliable, secure, and indispensable asset to professionals worldwide.

To learn more about Caseware AiDA and its latest advancements, visit caseware.com. To learn more about the Holistic AI Governance Platform, we’d love to talk or give you a demo of our solution.