Caseware Cloud Financials

Automated financial statement preparation with embedded disclosure logic and standards-aligned content.

Compliant frameworks: Start from UK GAAP templates with built-in logic, layouts and rules that scope notes by entity type and reporting requirements, so teams stay aligned.

Smooth TB import: Import trial balances from Excel or ERP connectors, map accounts to line items and update numbers once, so statements, notes and checks stay fully in sync.

Smart disclosure lists: Dynamic checklists adjust for entity type and jurisdiction, with authored note text so you can produce compliant statements in multiple languages without reworking notes.

XBRL output control: Track versions, assign permissions and leave review notes in context, then export print-ready PDFs and XBRL files with default tags aligned to your chosen reporting basis.