Cimplico Workpapers + Xero
Cimplico Workpapers pulls your trial balance straight from Xero, so you’re always working from current figures — one set of data, not two.
Trial Balance + Chart of Accounts
Trial balance source
Select Xero as your trial balance source and Cimplico Workpapers will automatically keep the Trial Balance up to date from Xero and revert the review status for reviewed worksheets that have details or amounts change.
Automatic chart of accounts syncing
Cimplico Workpapers will continually check the chart of accounts for updated account codes, descriptions, types, and report codes.
Onboarding
Automatically add entities in bulk
Streamline the onboarding of entities in Cimplico Workpapers from Xero by authenticating and adding Xero entities in bulk.
Bulk mapping to existing entities
If you have added entities already manually or via another integration, you can map these to Xero entities in bulk through a single flow.
Journals + Tax Rates
Journals
Draft journals in Cimplico Workpapers and reconcile to the adjusted figures before posting to the client/ledger file. Once verified, Post your journals to Xero from Cimplico Workpapers.
Tax rates
Sync your default and custom tax rates from Xero to use when creating journals in Cimplico Workpapers.
About Xero
The Xero suite helps accountants and bookkeepers collaborate with clients, manage your practice, and make compliance simple.
Learn more about Xero ⟶Other integrations
FYI
Streamline entity and group management in Cimplico Workpapers with FYI integration. Easily add, link…
Atosa
Automate GST and Wages reconciliation with Cimplico Workpapers and Atosa integration. Easily reconci…
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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