SME Financial Statements

Prepare automated and super-efficient cloud-based financials, faster than ever before.

SME Financial Statements empower preparers to create high-quality IFRS for SMEs engagements. With automation at every step, the app ensures for optimum productivity and optimised profitability.

All relevant statements, notes and disclosures are automatically adjusted based on the imported data, the selected entity and an intuitive checklist.

Powered by Caseware Cloud, it is always available from any location, on any device, at any time.

Key Features

Streamlined Drafting Process

Create statement, note and disclosure automatically based on imported data, entity selection and checklist answers.

Seamless Data Imports

Import a trial balance from online accounting packages like Xero, Sage business cloud accounting and QuickBooks, as well as Excel and CSV.



Prepare financial statements using the latest relevant IFRS for SMEs Standard as it evolve. 

Client collaboration

Communicate and collaborate directly with clients and colleagues within the app whilst providing transparent visibility to partners at all times.

Engagement Management

Track progress for every engagement and monitor statuses for all engagements across the firm. 

Real-time Notifications

Real-time Notifications

Stay informed about staff activities and client engagements by subscribing to email notifications on any or all changes and updates.


Empower firm authors to utilise checklists, questionnaires, queries and work programs with full control over the content.

User Collaboration

Instantly interact, track engagement updates and collaborate together between multiple users in the same document in real-time.


What are the main benefits of automating financials?

The benefits of automating SME Financial Statements are: 

  • It is less prone to errors  
  • More efficient as less time is spent on preparing the financials and more time on analysing insights 
  • Provides for a visible audit trail 
  • Enables scalability 
Why use Caseware to automate your financials?

Caseware Africa is the leading provider of auditing and financial reporting software and is relied on by more than 20 000 users in Africa.  Cloud SME Financial Statements reinvents the automation of SME Financial Statement. 

What’s the quickest way to prepare financial statements?

Caseware Africa provides a complete software solution to automate the SME financial statement process and enable optimal efficiency in preparing financial statements.   

What are the main features of SME Financial Statements?

Cloud SME Financial Statements have the following key features: 

  • Streamlining the Automated IFRS for SME Financial Statement drafting process by creating statement, note and disclosure, automatically based on imported data, entity selection and checklist answers. 
  • Seamless data imports from various online accounting packages 
  • Enabling compliance by preparing using the latest IFRS for SME standards 
  • Built-in query functionality enabling collaboration and communication with clients directly from within the app. 
When can you use IFRS for SME instead of IFRS?

The IFRS and IFRS for SME standards are globally accepted accounting disclosure standards.  Each jurisdiction can adopt the standards to the extent relevant in their market and based on the entity type and other factors determined by local regulators. Users should consult published regulation in their markets to determine how the IFRS or IFRS for SME standard will be applied.

What are the benefits of using Caseware Cloud for SME financials?

Like all cloud-based software, Caseware Cloud is available from any location, at any time. Users can draft a set of SME Financial Statements from wherever they are in the world, whilst their data is safely and securely stored on the cloud. 

Caseware Cloud

Required Products:

SME Financial Statements

SME Financial Statements (Cloud)

Prepare automated and super-efficient cloud-based financials, faster than ever before.

Caseware Cloud

Caseware Cloud

World-class compliance and streamlined automation, from any location, on any device, at any time.

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