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.

Compliance​

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.

Optimisation​

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.

Required Products:

SME FS

SME Financial Statements

Empowering professionals with an automated IFRS for SMEs annual financial statement solution.

CaseWare Cloud

Caseware Cloud

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

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