Product

Caseware Financials

Experience the power of cloud, data, automation and compliance in one dynamic app for statutory reporting

Empowering financial decision-making

Caseware Cloud Financials redefines the way practitioners prepare, review and deliver accurate financial statements. Say goodbye to guesswork, cumbersome documentation and the struggle to collect data.

Caseware Financials is a global cloud-based app, designed to assist organisations and accounting firms in creating professionally formatted and accurate financial statements. With its localised content, intuitive interface, automatic drafting and real-time collaboration, it’s the key to thriving in the modern accounting world.

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Features

Automated financial statement drafting

Create accurate and professional reports in just a few clicks. With intelligent automation, enhanced data integration and carry forward capabilities, you can effortlessly draft, review and deliver financial statements. Model disclosures can be tailored to help comply with IFRS and local standards.

Comprehensive review tools

Our review tools are your trusted companions in the review process. Easily reconcile data, add review notes and follow built-in content guidance to ensure the quality and accuracy of your financial statements. Simplify collaboration, all within one centralised app.

Flexible customisation options

Modify financial statements, add or remove sections, embed supporting documents and adjust tables to meet your organisation’s specific requirements. Deliver accurate reports that meet your unique needs.

Intelligent file build

Optimise your workflow through the tailoring checklist and provide a concise summary of key decisions made during the preparation process. Track and review decisions made and ensure transparent reporting.

Benefits

Maximise your productivity

Streamline your workflows with intelligent automation so you can focus on high-value tasks while the app handles the rest. Enjoy a more efficient and productive financial statement preparation process.

Precision at your fingertips

Our comprehensive review tools and cross-referencing features ensure the accuracy and integrity of your statements. Say goodbye to errors and omissions and have complete confidence in your reports.

Teamwork made effortless

With real-time collaboration, you can enhance the preparation process by working seamlessly with your team members and clients. Achieve excellence through teamwork.

Safeguard your data

Operate within a secure, robust cloud ecosystem designed to meet the highest security standards. Rest easy knowing your financial data is protected in today’s digital world.

Stay up-to-date with regulations

With built-in guidelines and model disclosures, Caseware’s Cloud Financials helps you remain compliant with the latest statutory reporting regulations and standards.

Comprehensive compliance coverage

Professionally developed content ensures compliance across ACNC, companies, associations, listed entities, Tier 1, Tier 2, and special-purpose not-for-profit reporting requirements.

Supporting tools

Elevate your business to new heights of success with Caseware's cutting-edge apps for financial statement preparation.

These modern apps are designed to provide global tech capabilities with local guidance to help you comply with regulatory standards, wherever you are.

IFRS

Simplify IFRS compliance for corporations and accounting firms, ensuring accurate and efficient financial statements.
FRS 102

Empower your teams to collaborate more effectively and produce high-quality statements for entities in line with FRS 102 standards.

Get the most out of your Caseware Financials experience

Explore these powerful cloud features that can help bring financial statement preparation into the modern age.

Cloud Connector

Provide real-time data linkage between your engagement and Microsoft Excel to access trial balance data as well as engagement and firm properties.

Find the answers you need

What content is included?

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Tier 1 General Purpose (company, not for profits and incorporated associations), Tier 2 Simplified Disclosure and Special Purpose (only associations). For listed reporting entities, speak to us.

How does Caseware Financials relate to Agile Audit?

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Agile Audit and Caseware Financials are two separate apps that will appear on your firm’s cloud menu. You can copy the trial balance and adjustments between these two apps.

Where is the data stored?

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Caseware Financials operates on Amazon Web Services infrastructure located in New South Wales. Only you and your team have access to your data, and all information and transactions are encrypted both during transmission and while stored. The data, including backup data for Caseware’s online cloud financial reporting software and all other Caseware cloud products in Australia and New Zealand, is stored exclusively within Australia.