Insights

Instant progress and roadblock visibility

Check a workpaper’s overall progress from a firm-level and drill-down into a workpaper for a detailed breakdown of progress and roadblocks.

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Firm-wide visibility

  • See a breakdown of your performance across the firm
  • Use filters to see data for groups, entities, and users to understand where you can improve
  • Effectively manage WIP & staff capacity and re-allocate work to keep things moving

Detailed progress breakdown

  • Jump into a workpaper to see a dashboard, breaking down a workpaper’s progress by its key components
  • Use the dashboard to kick-off your workflow, by quickly assessing the work remaining and any items that need to be addressed

Progress tracking made simple

  • Set due dates for workpapers and track your progression over time to see if you’re on-track to complete it before its due date
  • Our Workpaper Progress Insight chart is simple, keep your actual progress below the grey linear progression line and in the green zone!
  • See your assigned work for simple pick-up of a workpaper

Visibility over common blockers

  • Keep a pulse on common “blockers” in a workpaper, such as outstanding internal comments & client queries, and draft journals.
  • View blockers ordered by time outstanding, making it simple for items to be to triaged and addressed.
  • Quickly click into an item to remedy them and keep your workpaper progressing!

Comments and queries where you need them

  • Create internal comment threads with review points for preparers or questions for colleagues
  • Tag users, format text and add bullet points for clarity

  • Draft and refer back to client queries related to the worksheet, all from the one place!

All the things that make Insights great



Firm-wide visibility

See a quick overview of the firm’s progress when you enter Cimplico Workpapers for quick and simple pick-up and put-down.



Group, Entity, and User Insights

See insights, such as number of open workpapers, average progress, number of workpapers overdue and more scoped to specific Groups, Entities, and Users.



Filter firm insights

Combine insights for certain Groups, Entities, and Users to get a more specific view of your data.



Sync updates

Update and sync procedure and checklist templates to open workpapers with one click. Closed workpapers remain unchanged to ensure control and governance.



Detailed workpaper dashboard

See a detailed breakdown of a workpaper’s progress by its key components through visual charts.



Assigned work within a workpaper

See an overview of your assigned work and its current status, right from the workpaper dashboard for quick and simple pick-up of a workpaper.



Workpaper progress insight

Set due dates for workpapers and track your progression over time to see if you’re on-track to complete it before its due date.



Visibility over common blockers

View blockers, like internal comments, client queries, and draft journals ordered by time outstanding, making it simple for items to be to triaged and addressed.

See Cimplico Workpapers in action.

A scalable, cloud-based approach to workpaper preparation and review — built to give your team consistency, control, and visibility across every job.

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