SME Financial Statements

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

SME Financial Statements

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

Compliance

IFRS for SMEs Compliance

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

Import

Seamless Data Imports

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

Automation

Automation

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

TemplateConfig

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.

RoleForward

Built-in Roll-forward

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

Mapping

Mapping and Lead Sheets

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

XBRL

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 FS

SME Financial Statements

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

cwa_Working Papers

CaseWare Working Papers

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

In Product Add-Ons:

Consolidation

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:

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