Firm size

  • Small
  • Medium
  • Large

Integration

CaseWare, Excel, IRIS, QBO, Sage 50, Xero, CSV

Templates

Academy, Charity, FRS 102, FRS 102 1A, Group, IFRS, LLP, Partnership, Pension, Sole trader, Irish entities

Functionality

Adjust, Consolidate, Drill, Import, Journal, Map, Submit, Schedules, Tag, Workflow

Pricing

On application

User reviews

3.9
(12 user ratings)
Our trusted reviews are independent, first hand opinions taken from the UK's largest survey of business software users. These ratings are used to decide the Software Excellence Awards from the Accounting Excellence 2018 programme

Functionality

4.1

Support

4

Ease of use

3.8

Value for money

3.7

Key Features

  • Wizard-based data collection process links to Companies House for direct import of directors and registered office details
  • Can import trial balances from more than 100 accounting packages and Excel/CSV at either summarised TB or transaction level
  • Comes with a standard library of customisable templates for companies and entities such as academies, charities and pension
  • GL codes mapped to the desired disclosure framework and stored for multiple clients
  • Journalling includes roll forward and history tools
  • Lead schedules automatically generated
  • Workflows can be managed with user access controls and a configurable sign-off process
  • Yearly roll over speeds up preparation of the next set of accounts following each year end
  • Drill down to automated lead schedules and line-by-line analysis
  • Supporting evidence such as spreadsheets and PDFs can be added for reference
  • Link to Word and Excel files with CaseWare Connector
  • Companies House filings are managed by a separate, optional module

Product screenshots

Click an image to enlarge

What CaseWare says

Used by many FTSE organisations and accounting practices small to large, CaseWare AccountsAdvanced is the quickest and most flexible financial reporting solution available today. Driven by a paperless data collection process, the core features of the product include: drill down from the face of the accounts to both summary and transaction level lead schedules, annotations and supporting evidence linked directly to the numbers.

With comprehensive journal handling, sign-off procedures, milestones, tickmarks and an issues management tool, your reporting process is both robust and efficient.

The ability to create, store and re-use custom-built notes directly linked to source data and validated automatically makes CaseWare AccountsAdvanced the easiest tool to tailor.

2018 roadmap

The accounts production application completely integrates with CaseWare Practice Management, Audit, Corp Tax and our unique Smart Sync solution for distance working. CaseWare continues to invest in developing specialist templates and more comprehensive integration with CaseWare Cloud solutions such as CaseWare Analytics and AI.

What users say about CaseWare AccountsAdvanced

Read user reviews

    Pros

  • Does everything needed
  • Ease of use
  • Logical layout

    Things you might change

  • Live link to bookkeeping software
  • Workflow can be a bit clunky
  • Few bugs, hard to know your way around. Some odd quirks

Functionality

4.1

    Pros

  • Does everything needed

    Things you might change

  • Few bugs, hard to know your way around. Some odd quirks
  • Live link to bookkeeping software
  • Import niggles: Won't accept a TB import without account numbers

Ease of use

3.8

    Pros

  • Ease of use
  • Logical layout

    Things you might change

  • Workflow can be a bit clunky

What AccountingWEB says

CaseWare stands alone in our survey results as the only visible rival to CCH in the large firm market for accounts production tools and among corporate users. A longstanding flagship in this sector, CaseWare’s share of the Accounting Excellence Software Awards survey sample has taken a dent in the past year. The dip follows niggles during the transition to new UK GAAP that prompted practitioners on AccountingWEB to complain that the developer had taken its eye off the ball when implementing vital technical changes.

Nevertheless, for those needing to deal with more complex group reporting requirements or audit engagements, CaseWare includes workflow and process management features not found in many products.

For the current year, attention will be focused more on MTD for VAT, giving CaseWare time to iron out any kinks and address the likely needs of accounts preparers and auditors as they plan new processes for the age of cloud, AI and MTD.

User reviews (4)

About the reviews
Filter by
3.5
Auditor/Head of Audit/Audit manager, £5m-£9.9m
29 May, 2018

What do you like?

Does everything I need

What would you change?

Few bugs, hard to know your way around. Some odd quirks
4.3
Management Accountant/Accountant, £10m+
24 May, 2018

What do you like?

Ease of use

What would you change?

Workflow can be a bit clunky
4
Management Accountant/Accountant, £10m+
16 May, 2018

What do you like?

Logical layout

What would you change?

Live link to bookkeeping software
3
Senior/Manager, £1m-£4.9m
24 October, 2018

What do you like?

CaseWare was absolutely spot on, until the FRS102 changes, when they dropped the ball.

What would you change?

Import niggles: Won't accept a trial balance import without account numbers

Share your experiences with the community

Share your thoughts with others about the product
Leave a review

Related content

More from CaseWare