Fast, accurate management reports in minutes

Have your monthly management reports generated with our easy add-on module the Connector. The name Connector does exactly that – it connects the financial data already in CaseWare to produce monthly management reports in either Excel or Word. You will be able to report on Actual, Budgets and Forecast figures, which can be relinked from existing reports or you can create new ones from scratch. Using Connector gives you the flexibility of Excel or Word, but you maintain the integrity and automation of CaseWare.

Single data set

Your annual financial statement numbers will tie up to your monthly management reports because you are using the same data set at all times.

Spend less time on admin

Your year end will be a lot less stressful as you would have been working on the same information that feeds your annual financial statements monthly.

Quick and easy data integration

The powerful integration capabilities of this tool means that any changes made in CaseWare will immediately be reflected in your linked Excel or Word files.The powerful integration capabilities of this tool means that any changes made in CaseWare will immediately be reflected in your linked Excel or Word files

We recommend combining our leading desktop financial preparation tool and Cloud platform to give your practice the edge it needs in this highly competitive market space. CaseWare Cloud gives staff the flexibility to work on financial statements regardless of time and location. When they access financial statements on CaseWare Cloud, you will have peace of mind knowing that they're working with the most up-to-date version – as changes made across the team automatically sync to the master copy.


Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders.

Client portal

Share files quickly and easily. Provide clients with custom dashboards for helpful views into the engagement process.

File management

Enjoy a full document management system with built-in archiving, retention and back-up capabilities.

Centralised engagements

Monitor the status of engagements from any web-enabled device. Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers.


Leverage built-in roles for easy rights management, or create your own.

Task management and timeline analysis

Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. This feature, combined with timeline functionality, presents a new way to view and keep track of all the activities in your firm on one screen.

Promotes mobility and flexibility

The Cloud-based financial statement software allows access to real-time data – anytime and anywhere –and improves productivity and client service.

Review on the go

Review your financials on any device anywhere. An easy and efficient way to review information, create issues and sign off.

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Find the training that’s going to help you win quickly and easily. Our training courses are aimed to equip you with the necessary knowledge that enables you to achieve better results when using any of our solutions.

Our comprehensive list of all the training solutions we offer to help you upskill fast.

Interested in finding out more?

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Our happy clients

"We’re seeing increased efficiency in the process and consistency across the brand."