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Cimplico + Xero Overview
Marco Fiumara avatar
Written by Marco Fiumara
Updated over a week ago

From Cimplico Workpapers, streamline the adding of new entities by adding from Xero

For Xero-connected entities, you have the option of using your Xero trial balance as the source for a workpaper, ensuring the information in Cimplico Workpapers is accurate and up-to-date.

Create manual journals within a workpaper for Xero-connected entities either directly from a worksheet or across the workpaper as a whole. Journals created in Cimplico Workpapers will be synced to Xero, and any changes to these journals in Xero can be synced down.

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