Report Automation Services with Caseware Solutions

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Report Automation Services


Caseware’s Audit and Reporting software enables full-automation of audit preparation, financial statement preparation, and financial reporting including ACFR, Component Units, Enterprise Funds and Special Purpose Districts



All of our clients are unique. Regardless of sector, size, and industry, we take the time to understand your systems and needs before we begin to apply our own experience to improve your reporting process and recommend third-party solutions.


With a comprehensive team including Accountants, Auditors, Programmers, Trainers, Project Managers, and Financial Reporting Experts, we are uniquely suited to implement a variety of solutions to help you Automate your reporting Process.


Whether you need CPE, have new staff, or want to learn new best practices, we can help. All of our Implementation includes training as well. We don’t believe in turning you loose without it.


It is a technical world and both reporting processes and workplaces in general are inundated with an unprecidented amount of technical components. We offer support along with our implementation as well as a stand-alone service for select solutions.

Caseware Training


Get training on Caseware Essentials, GASB/Budget Book Solutions, tips & tricks, and more

Success Story


“We Could not have done this without them”

Learn about our “Unique Methodology” for implementing automated reporting processes and read below how our team helped the Port of Houston sail through its reporting cycle.

Client Success Story:

Client: Port of Houston Authority of Harris County, TX
Industry: Maritime
Location: Houston, Texas
Number of Locations: 3
Number of Employees: 600
System Implemented: Caseware
Government Reporting, Customization and Implementation by Gail Gray, CPA, and her Technology Team

About Port of Houston Authority:

The Port of Houston Authority (The Port) lies along the 52-mile-long Houston Ship Channel. It is the busiest port in the United States in terms of foreign tonnage, and houses the world’s second largest petro-chemical complex. The Port is an economic engine that produces jobs and economic prosperity for the local and state economy. The Port employs nearly 600 people and is responsible for an operating budget of over $200 million.

A Time-Consuming Process:

For years, The Port produced its Annual Comprehensive Financial Report (ACFR) in a painstaking fashion, accumulating spreadsheets and text documents and incorporating the input of many individuals. This manual approach presented a number of difficulties. Maxine Buckles, Corporate Controller explains…

Corporate Controller explains:

“With so many of us accessing and inputting the information, it was often difficult to know which version was the latest, where on the server it was stored, or what the file was named. Plus, all the supporting documents were not available to us in one place. The whole process was very time consuming and at times frustrating for all involved.”
Another obstacle to the final production of the ACFR were post-audit adjustments. “We would make a change to our spreadsheet and then had to endure that all the interrelated schedules and footnotes were updated as well. It was an onerous process. Simple adjustments could take many hours to complete and verify.”

Partner for Success:

The Port researched available software solutions, and ultimately selected Caseware. Knowing that it wanted professional support and guidance during the implementation, The Port engaged Gail Gray and her Technology Team, Caseware Certified Trainers and Consultants.
Gray’s team includes programmers, accountants, and financial reporting experts. Gail Gray, our firm’s principal, was a government auditor for years, and participated in the design of the Caseware GASB Template. That level of experience and expertise appealed to The Port.
“Gail and her team made all the difference,” says Buckles. “We could not have done this without them. Not only do they have significant and relevant knowledge about governmental accounting, but they are product experts with a professional and methodical approach to project management.”

Implementation Strategy:

Our Implementation methodology is unique in the industry. The company charges a fixed-fee that covers all of their services, including the replication of the last published CAFR report into a template and assistance in rolling it forward to the subsequent year’s reports.

No-Risk Approach:

Even the inevitable changes and adjustments that occur during a software implementation are included as part of the contract. This no-risk approach ensures clients like The Port are able to accurately budget their implementation costs.

Well-Oiled Machine:

“They have perfected their methodology,” says Buckles. “Ours is a large and complex installation, yet Gray & Associates handled it efficiently. They built all of the tables and the notes were prebuilt. Going forward we just need to update them. They even set up the table of contents for us, properly formatted and automatically updated.”

Gray CPA’s Experience

Gail Gray and her Technology Teams’ experience with a wide variety of governmental accounting systems gives them an edge during this process. “They continually made best-practice recommendations and suggestions that sped the process of bringing our data over,” says Buckles. “They really felt like part of our team, working with and for us.”

Solid Support:

While most of the implementation was accomplished remotely, Gail’s team came on-site at The Port’s offices for two full days of training. “They worked with us until our ACFR was complete and published and are working with us to ensure that next year’s reporting structure is in place and ready for use,” Buckles says.
As part of the implementation contract, Gray;s team offers unlimited technical support with a rapid response time. “Their staff was always available to us – by phone or through a GoToMeeting Session,” Buckles says. “Our questions and concerns were addressed quickly and professionally every time. Even when unexpected technical glitches occurred, Gail and her team worked with Caseware and us to satisfactorily resolve the issue.”

A Successful Project:

The Port of Houston is pleased with its new financial reporting solution and with its partnership with Gail and the Technology Team. “Caseware takes away many of the clerical and administrative chores involved in producing our ACFR, which leaves us all more time to focus on the accuracy, completeness, and impact of the numbers,” concludes Buckles. “Our partnership with them was a smart decision. Their service was a major factor in the success of this project.”

Simplify. Automate. Accelerate.


An end-to-end solution to fully automate audit preparation, financial statement preparation, and financial reporting.

(Whole Demo) Caseware’s GASB Solution

Gail Gray walks us through Caseware’s GASB Solution for Work Papers and Reporting

Automate reporting, GASB compliance, & formatting with Caseware’s GASB Report Writer

Gail Gray walks us through automating reporting, GASB compliance, & formatting with Caseware’s GASB Report Writer

Streamline Reconciliation Documents with Caseware’s GASB Solution

Gail Gray walks us through streamlining reconciliation documents with Caseware’s GASB Solution.

Auto numbered and Updated Notes & Narratives with Caseware’s GASB Solution

Gail Gray walks us through auto-numbering and updating notes & narratives with Caseware.

Maintain your MD&A with Caseware’s GASB Solution

Gail Gray shows us how efficiently you can maintain and update your MD&A in Caseware’s GASB Solution

Fund Hierarchies Integrated in Caseware’s GASB Template

Gail Gray walks us through how fund hierarchies automate reporting in the GASB Template

Caseware’s GASB Solution for Basic Financial Statements

Gail Gray walks us through feature-full Basic Financial Statements in Caseware’s GASB Solution.

GASB Template Integrated Document Manager

Gail Gray walks us through the integrated document manager in Caseware’s Financials Template