Caseware Connector

Enable Microsoft® Word and Excel® with the power of Caseware Working Papers.

Caseware Connector is a Microsoft® Office add-in that empowers Microsoft® Word and Excel® documents with data from Caseware Working Papers.

Trial balance and other working paper related data is automatically synchronized into new or existing Microsoft® Word or Excel templates. Information can be linked from the client profile, accounts, mappings, lead sheets, groupings, user-defined information, document information, tax export codes and more.

Using Connector’s linkage dialogue, an extensive variety of Caseware Working Papers data can easily be retrieved. Generic documents can be created that can be copied over multiple client files for financial statements, lead sheet schedules and other bespoke documents.

Key Features

Flexible Datasets

Access a wide variety of data across the trial balance, client profile, accounts, mapping, groupings, lead sheet and more.

Seamless Data Updates

Update information in real-time within Word and Excel® without risk of data loss when changes are made in Working Paper files.

Standardise Reporting Templates

Create customised Word and Excel® documents, reporting templates, schedules and calculations using Working Paper data.

Integrated Document References

Link Word and Excel® documents directly within the Working Papers file for easy access.

Required Products:

Caseware Connector

Enable Microsoft® Word and Excel® with the power of Caseware Working Papers.

Caseware Working Papers

A flexible project management solution that integrates everything needed to conduct assurance and reporting engagements.

Caseware Connector is designed for Microsoft® Office (Word and Excel) running on Microsoft® Windows (x64) 8.1/ 10.

Optional Extras:

Assurance
Financial Statements
Collaboration

Audit International

A robust, automated risk-based auditing solution for audit firms of all sizes.

Audit Systems

A robust, automated risk-based auditing solution for audit firms of all sizes.

Probe Audit Premium+

Auditing that’s easier, faster and complies with the latest International Standards on Auditing.

Probe Compilation

Empowering compilers of financial statements to create seamless and comprehensive compilation engagements.

Probe Review

An instinctive review methodology which intelligently adjusts to your clients’ areas likely to be misstated.

SQM

An intuitive cloud-based solution streamlining your system of quality management.

GRAP Financial Statements

Prepare automated GRAP annual and year-to-date financial statements.

IFRS Financial Statements

Empowering professionals with an automated annual financial statement solution.

Interim Financial Statements

Empowering professionals with an automated IAS 34 interim financial statement solution.

iXBRL Reporting

Prepare CIPC iXBRL reports based on annual financial statements.

MBRR Schedules

Prepare automated Municipal Budget Reporting & Regulation (MBRR) schedules as required by the MFMA Act.

Modified Cash Financial Statements

Prepare automated annual and year-to-date Modified Cash financial statements.

mSCOA Specimen Financial Statements

Prepare automated annual and year-to-date financial statements as per the National Treasury mSCOA Specimen Financial Statements.

SME Financial Statements

Empowering professionals with an automated IFRS for SMEs annual financial statement solution.

Caseware Consolidation

Combine several entities into a single parent company to create consolidated financial statements.

Caseware Cloud

World-class compliance and streamlined automation, from any location, on any device, at any time.

Caseware SmartSync™

Collaborate on Caseware Working Paper files from anywhere, at any time.

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