Cimplico

Hannah Olsson

Marco Fiumara

Learn best practices and tips for preparing workpapers

Best Practices

Determining the optimal stage for reviewing worksheets

Using keyboard shortcuts

Example Worksheets

Using Search, Sorting, and Filtering to Streamline Your Workflow

Tips

Track workpaper progress, staff capacity, and leverage analytics for actionable insights

Reporting & Insights

Reporting and Insight Tips for Preparers

Reporting and Insight Tips for Reviewers and Approvers

Reporting and Insight Tips for Workflow Managers

Can I save custom search, sort and filters?

Can I schedule workpapers?

Can I see a report of all the workpapers created for the previous financial year?

Can I see the number of workpapers my team is working on?

Can I see what workpapers are due this month?

How do I see the progress of my workpapers?

Frequently Asked Questions (FAQs)

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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