Solutions / Audit & Accounting

Comprehensive and Collaborative Audit and Accounting Solutions

Maintain audit quality and provide more value to your clients with CaseWare’s audit and accounting solutions that provide a streamlined approach for conducting and managing audits.

Auditing

Audit Solutions

Our audit solutions facilitate a compliant, quality and efficient audit, with excellent collaboration and engagement management features. Offering both desktop and cloud solutions to suit any audit engagement, CaseWare has been at the forefront of audit software in Australia for 25 years.

Secure and effective collaboration to streamline engagements
Complete audit and practice management capability to understand and manage resources
Enables compliance with the latest Australian standards to maintain quality
Intuitive screens, a ‘guided audit’ approach ensure it’s fast and easy to use
Cloud Based Software

CaseWare Cloud

Learn More

Agile Audit

Learn More

AnalyticsAI

Learn More

Improve the quality and efficiency of your engagements with solutions that simplify collaboration between staff and clients while guiding your compliance with the audit standards. The centralised file management system provides a single location to host all of your engagements audit work, supporting files and required client data.

Desktop Software

Audit System

Learn More

Xtend

Learn More

Smart Sync

Working Papers

Learn More

Financials

Learn More

Connector

Learn More

Our tried and true Audit System template includes all the compliance requirements relevant to Australia, with clever collaboration features, team and engagement management options.  Smart technology works in the background to make sure all data is up to date across all users and engagements, eliminating administration time. 

Financial Reporting

Accurate Financial Reporting for Auditors & Accountants

Developing financial statements and reports is a key task for many accounting firms. Ensuring that financial information is accurate and reliable, is a challenge. Our solution produces fully formatted financial statements immediately after you’ve imported your trial balance data. 

Create financial statements quickly and with confidence. Any adjusting journal entries that you make will update all financial statement areas, including notes.

Easy to use, with simple importation of trial balance
Facilitates compliance with relevant Australian standards and legislation
Automatically carry-forward changes to next financial year, saving time & effort in subsequent years
Reduce workload by generating draft financial statements and updates simply & easily
Desktop Software

Working Papers

Learn More

Connector

Learn More

Smart Sync

CaseWare’s financial reporting solution 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, with a consolidation capability of required.

SMSF Auditing

A simple yet powerful SMSF Audit solution

CaseWare offers a purpose-built SMSF Audit solution for Australian auditors, with powerful workflow and productivity tools to assist you to conduct thorough, compliant and streamlined SMSF audits. The solution a neat, intuitive interface, making it easy to get started.

Secure collaboration on any web enabled device for flexible access at any time
Easily import your data with inbuilt integration for common SMSF audit admin packages to save time and effort
Facilitates compliance with current Australian legislation and audit standards
Reduced workload with easy roll forward capabilities in subsequent years
Cloud Software

SMSF Audit

Learn More

CaseWare Cloud

Learn More

Improve the quality and efficiency of your SMSF Audit engagements with CaseWare Cloud which ensures secure collaboration between staff and clients. The centralised file management system provides a single location to host all of your engagements with built-in backups, while providing security on par with large banks, so your clients can trust that their data is safe with you.

Effective Date of AASB 16

Carmen Ridley explains some misconceptions about AASB 16…Read More

Top 3 Tips for Audit While Working From Home

Top 3 concerns to get audits done effectively…Read More

Live Product Demo: SMSF Audit

Explore how our product combines with the Cloud…Learn More

SMSF Audit: User Group

Optimise your anytime, anywhere access and best practices…Learn More

Business Advisory

Retain Loyal Customers: Assist Your Clients With Business Strategy

Harness the power of technology to deep dive into clients’ financial data in order to provide valuable analysis and insights. Investigate key areas to understand how to maximise business objectives and make informed decisions for your clients.

Easily understand data through customisable and automated reporting tools
Spend less time producing quality financial statements
Results are presented visually for better communication opportunities with your clients
Leverage a comprehensive library of customisable analytics to better understand data anomalies
Cloud Based Software

AnalyticsAI

Learn More

CaseWare Cloud

Learn More

Improve the quality and efficiency of your engagements with CaseWare Cloud which ensures secure collaboration between staff and clients. The centralised file management system provides a single location to host all of your engagements with built-in backups, while providing security on par with large banks, so your clients can trust that their data is safe with you.

Desktop Based Software

Financials

Learn More

Connector

Learn More

CaseWare’s financial reporting solutions produce 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.

Financials: User Group

Optimise formatting and utilise best practices for Financials.Learn More

Analytics

Data Analytics Solutions

Driving change within an organisation to achieve better business success requires a thorough understanding of data. Often overwhelmed with the sheer volume of data and disparate datasets over an organisation, many have problems with collating data in order to make strong strategic decisions. 

CaseWare’s easy to use data analysis tools help you interpret data by identifying operational inefficiencies, analysing specific expense categories and looking for fraud.

Easily understand data through customisable and automated reporting tools
Better manage risks to detect fraud or system weaknesses
Understand results through visual tools
Leverage the comprehensive library of customisable analytics without needing to write your own tests
Cloud Based Software

AnalyticsAI

Learn More

CaseWare Cloud

Learn More

With artificial intelligence-based analysis, our CaseWare AnalyticsAI solution can evaluate datasets with the most relevant tests applied at the tap of a button. Results are produced as graphs for the best representation of summaries or anomalies and outliers.

Desktop Software

CaseWare IDEA is a sophisticated tool which allows for customised data tests, or you can take advantage of a significant library of well known preset tests. The CaseWare IDEA desktop solution has been around and in constant development for over 30 years, and includes a sophisticated data import tool. CaseWare IDEA assists you in identifying trends and outliers and tracks every step of your analysis.

Contact us to discuss solutions and pricing to suit your team

Top Questions

CaseWare Working Papers is a flexible project management software that integrates with everything you need to conduct assurance and reporting engagements. For example, links in real time with our Audit System template to provide an efficient and automated approach to your audit engagement.

Our consultants and staff work closely with all the relevant regulators and other expert contributors to keep abreast of the latest changes and ensure they are incorporated annually into our desktop template, well before the changes are applicable. Our cloud solutions are continuously updated with the latest standards.

These tools can both be used – they have been designed for different purposes, so chatting to us about your objectives would allow you to make the best decision about which tools would be best for you.

“(Xtend is) the Best Thing Ever Invented! Used it in all our audits this year and the clients love it – even the ones with little tech knowledge as they don’t have to use email and feel better sending confidential information to a safe location”
Kevin Adams, Director, DFK Benjamin King Money Audit Services

“…Caseware Xtend. We’re rapt to have been using this brilliant platform since July, because it offers our clients a raft of advantages.

…our audit clients have been loving the ease of use, flexibility and convenience.”

Andrew Bingley, Audit Supervisor, SRJ Walker Wayland

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

Susan Barbour, Baumgartner Audit Pty Ltd

Webinars & Events

Live Product Demo: IDEA

See how CaseWare IDEA uses a simple yet…Learn More

Live Product Demo: Financials

An overview of the intuitive software package that…Learn More

Live Product Demo: SMSF Audit

Explore how our product combines with the Cloud…Learn More

Articles & Videos

CEO July Update: Fraud on the rise

During times of economic downturn with significant personal…Read More

CEO August Update: Working in a remote world

CEO Craig Waldon recently chatted with one of…Read More

Webinar – Financials: Best Practice for Preparation Part 1

Join David Stansell, Customer Service Manager, as he…Read More