CaseWare AccountsAdvanced
Firm size
- Small
- Medium
- Large
Integration
Templates
Functionality
Pricing
On application
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
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- Does everything needed
- Ease of use
- Logical layout
Pros
- Live link to bookkeeping software
- Workflow can be a bit clunky
- Few bugs, hard to know your way around. Some odd quirks
Things you might change
Functionality
- Does everything needed
Pros
- 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
Things you might change
Ease of use
- Ease of use
- Logical layout
Pros
- Workflow can be a bit clunky
Things you might change
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.