Integrating Cimplico Workpapers with Xero makes workpaper preparation more efficient by ensuring that financial data flows seamlessly between the two platforms.

✅ At a firm level, integrating Xero with Cimplico Workpapers allows you to quickly create entities in Cimplico Workpapers from your existing Xero entities. This simplifies client setup and ensures consistency across your accounting software.

Once an entity in Cimplico Workpapers is linked to a Xero entity, several key benefits become available:

✅ Trial balance sync: The trial balance pulls directly from Xero, ensuring that you always see the most accurate and up-to-date information.

✅ Checklists based on report codes: Accounts and their corresponding report codes in Xero are automatically pulled into Cimplico Workpapers, allowing checklist items to be assigned without manual input.

✅ Journals Integration: Journals can be created directly within Cimplico Workpapers and pushed back to Xero, including relevant tax rates. Additionally, firms can restrict who is allowed to post journals from Cimplico Workpapers, ensuring appropriate controls.

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By leveraging this integration, firms can enhance accuracy, reduce manual data entry, and improve workflow efficiency when managing financial reporting and compliance tasks.