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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.

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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

Want to discuss solutions you’re looking for? Or have you got a question we can answer?

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.

Articles & Downloads

Spotlight on Innovation: Andreas Ong’s Journey from PwC to MVP at Caseware Australia

Meet Andreas Ong, the driving force behind Caseware Australia’s… Read More

CwX APAC Conference 2023: Explore the Possibilities of Innovation and Collaboration

Amidst ongoing technological and business transformations, the CwX… Read More


Webinar – Caseware 2023 annual desktop update

Join Sarah Butler, Tim Lew and Andreas Ong…

Knowledge Webinar: Working with custom notes and tables in Desktop Financials

Are you struggling with creating your own industry…

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

Susan Barbour, Baumgartner Audit Pty Ltd

“The freedom to take my work anywhere. It has given me the opportunity to be super flexible with my work hours which is a massive help with a young family”

Christopher May, Hamilton Morello

I like the… “Logical order of the document manager and ability to log issues.”

Angela Holladay, HLV Chartered Accountants