Automating Simple Working Papers

In recent years, direct accounting system integrations have become a common feature of audit solutions. This innovation assist with data importing, mapping and some workpaper population, but auditors will still need to add various snapshots and samples of this imported data to additional workpapers themselves, in order to appropriately evidence the work they perform.

This process can be time-consuming, repetitive and prone to error, as it is commonly done by copying and pasting, or even manually typing out account descriptions and balances. There is a better way.

Within minutes of watching the Connector Getting Started 1: Basic Connector Linkages, you will be able to use Caseware Connector to build simple automated Excel® workpapers and link up Word documents to live Caseware engagement data.

Utilise Connector in Excel® and Word for:

  • Audit Working Papers
  • Financial Statement Working Papers
  • Tax Working Papers
  • Accounting Working
  • Reconciliation Working Papers
  • Engagement Letters
  • Custom Lead Sheets
  • Structured Clean Data Reporting

Interested in learning more?