Comprehensive Annual Financial Report Automation

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Eliminate the Drudgery!

Are you tired of spending countless hours preparing your Comprehensive Annual Financial Report? What if you could spend much of that time on high-value tasks that actually utilize your expertise? Implementing the right automation tools will enable you to do just that.

Whether you have just started investigating, or your research to date has left you with unanswered questions, we have a wealth of resources to help guide you on your journey to a fully automated Comprehensive Annual Financial Report.

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Automation Success

Over the last 25 years, we have automated thousands of reports for clients. Here is the story of one of our clients. The State of Maine automated their Comprehensive Annual Financial Report, here's what they had to say about the process and results.

State of Maine Success Story

Success Stories

A few more Comprehensive Annual Financial Report automation success stories.


Palmetto proves automating the Annual Report benefits small organizations too

  • Jamie Black

The City of Palmetto proves that automating with CaseWare provides time, cost & operational savings for smaller local governments too.


The City of Rock Springs automates their financial statements

  • Jamie Black

The City of Rock Springs automated their financial statements. We interviewed them about the process and their experience. Here's what they had to say.



Below find just a few relevant articles related to preparing the Comprehensive Annual Financial Report:

Lipstick on a Pig: 6 Spreadsheet-based CAFR & Budget Book Tool Flaws

Lipstick on a Pig: 6 Spreadsheet-based Reporting Tool Flaws

  • Jamie Black

Comprehensive Annual Financial Reporting tools based on spreadsheets are all the rage. Don't overlook their considerable weaknesses.

Spreadsheets vs. Databases: How to weigh the Tech Benefits

Spreadsheets vs. Databases: How to weigh the Tech Benefits

  • Jamie Black

When & why should you upgrade from a spreadsheet to a database-driven application? The technological differences are significant & shouldn't be overlooked.


The ADA & US Government: What You Need to Know In 6 Minutes

  • Jamie Black

Accessibility - Why should finance & budget professionals care? What do the laws (3!) require? How can you comply? This article provides the answers.


Why Comprehensive Annual Financial Reports are better than OCBOA for school districts

  • Jamie Black

Four reasons a Comprehensive Annual Financial Report is better, and how to produce them with less work than OCBOA statements.


Talk to an Expert

Ready to eliminate the drudgery of manually preparing your Comprehensive Annual Financial Report? Talk to one of our experts for more on how much time and stress you can save.

Schedule a meeting with us.

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