Products / Financials

Financial Reporting Solutions & Consolidations

The CaseWare Financial Reporting template produces automated, print quality, yearly and half-yearly statutory financial statements for a wide variety of entity types – from Not-For-Profit, Listed Public, Large General Purpose, Large Special Purpose and Small Companies, as well as Associations, Trusts and Partnerships.

Interested in seeing the product in action?

Benefits of using Financials

Updated annually, to reflect all changes and updates to Australian legislative requirements. The Financial Reporting template improves compliance using disclosure checklists
Inbuilt security and administration tools such as Lockdown and Roll Forward assist you to meet file archiving requirements to offer better quality control
A standard template together with the import of trial balance data and the confidence of quality control over journals, audit trails help you to prepare financial statements faster and reduce errors
Allows data to be easily imported from a wide variety of accounting software packages and the ability to deal with Excel, Word, PDF and image files for client engagement file records and management requirements

Top Questions

There are various export options available from the Financial Reporting template, including both .pdf (portable document format) and .rtf (rich text format) which is the recommended format for Word.

Yes, there is the ability to create quarterly, half yearly or even 18 month reports if needed.

Financials support small companies, large general purpose and listed entity. It also supports higher education and not for profit entities.

Webinars & Events

Live Product Demo: Financials

An overview of the intuitive software package that…Learn More

Financials: User Group

Optimise formatting and utilise best practices for Financials.Learn More

Articles & Downloads

Update to the latest CaseWare version

Staying up to date with the latest and…Read More

CEO December Update: Customer Conference Wrap Up

Our CEO Craig Waldon, discussed our 2020 Customer…Read More

Day 3 Customer Conference Wrap Up

Sarah Butler gives her wrap up on day…Read More


2020 Conference – AnalyticsAI a Deeper Dive

Join Kevin Simon, CaseWare International Product Lead for…

2020 Conference – Customer Stories with Analytics

We’ll discuss some customer stories of using analytics…

2020 Conference – IDEA 11 Features

Analytics Manager, Pauline Laidlaw will be covering the…

“The software itself is user friendly, but the help desk is even more user friendly!”

Susan Barbour, Baumgartner Audit Pty Ltd

“Financial statements template is customisable and easy to use”

Auditor, Large network firm

“It’s improved our productivity and efficiency by at least 50 %…  It helps file organisation, fast amendment and changes to financial statements, better presentation (no more writing), cut down clerical work, process re-engineered (one person does all)…”

Eddie Wee, Eddie Wee & Company, Malaysia