SME Financial Statements

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

SME Financial Statements on the desktop enable professionals with an industry-leading, robust and complete annual financial statement solution that incorporates the highest and most up-to-date IFRS for SMEs disclosure.

Preparers can easily modify all elements of the statements, notes and disclosures with extensive configuration options. This includes flexible lead sheets and pre-tagged CIPC iXBRL reporting.

When combined with CaseWare Cloud and SmartSync, distributed teams can seamlessly collaborate together on the same engagement, wherever they are, at any time.

Key Features

IFRS for SMEs Compliance

Prepare financial statements using the latest relevant IFRS for SMEs Standard and guidance issued as they evolve.

Seamless Data Imports

Import a trial balance or general ledger details from over 60 accounting packages, Excel, CSV and ASCII.

Automation

Drive continuity from one data source across all statements, notes, disclosures and working papers.

Firm Template Configuration

Configure a firm-specific template that is bespoke to the needs of the organization and drives consistency across engagements.

Built-in Consolidation

Aggregate many trial balances from various General Ledger Systems to simplify group reporting in a central platform.

Built-in Roll-forward

Increase efficiency by leveraging extensive built-in logic to roll-forward selected information related to the client.

Mapping and Lead Sheets

Increase efficiency by leveraging extensive built-in logic to roll-forward selected information related to the client.

CIPC iXBRL Compliance

Create CIPC iXBRL reports with real-time online validation against the CIPC portal, pre-tagged from the financial statements.

Required Products:

SME Financial Statements

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

CaseWare Working Papers

A flexible project management solution that integrates everything needed to conduct assurance and reporting engagements.

In Product Add-Ons:

CaseWare Consolidation

Combine several entities into a single parent company to create consolidated financial statements.

Additional Entity Disclosure:

Prepare financial statements for Trusts, Body Corporates, Close Corporations, Partnerships or Sole Proprietors by adding on additional disclosure.

Optional Extras:

Assurance Templates
Financial Statement Templates
Collaboration

Audit International

A robust, automated risk-based auditing solution for audit firms of all sizes.

Probe Review

An instinctive review methodology which intelligently adjusts to your clients’ areas likely to be misstated.

Audit Systems

A robust, automated risk-based auditing solution for audit firms of all sizes.

ISQC1 Manual

Streamlined quality control to meet the ISQC1 industry standards for firms.

Probe Compilation

Empowering compilers of financial statements to create seamless and comprehensive compilation engagements.

Audit Systems Integration Tool

Integrate CaseWare Financial Statements into a customised Audit Systems template.

Probe Audit Premium+

Auditing that’s easier, faster and complies with the latest International Standards on Auditing.

IFRS Financial Statements

Empowering professionals with an automated annual financial statement solution.

Interim Financial Statements

Empowering professionals with an automated IAS 34 interim financial statement solution.

CaseWare Connector

Enable Microsoft® Word and Excel® with the power of CaseWare Working Papers.

CaseWare SmartSync™

Collaborate on CaseWare Working Paper files from anywhere, at any time.

CaseWare Cloud

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

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