Enabling Visibility, Efficiency & Accountability with Exant Advisory
“Implemented worksheets are now enabling us to get rid of old school Excel workpapers [and] Cimplico procedures hold us accountable for planning/engagement tasks.”
Exant Advisory is a leading accounting and advisory firm dedicated to delivering outstanding client service. They focus on precision, clarity, and efficiency across their compliance workflows, aiming to continually improve internal processes and deliver value-driven outcomes for their clients.
Before Cimplico Workpapers, Exant Advisory and their 140+ staff faced challenges typical of large firms relying on manual processes and legacy Excel-based workpapers. Accessing client data involved cumbersome server logins, visibility over open jobs was limited, and reviewing multiple entities required inefficient and repetitive navigation. Their teams were looking for a solution to streamline the entire workpapers process, enhance accuracy, and improve transparency for all staff and partners.
Exant Advisory implemented Cimplico Workpapers to address these challenges head-on. Charlotte Bates from Exant Advisory highlighted that Cimplico’s intuitive interface immediately provided clarity and improved visibility over the status of open jobs. The built-in trial balance with year-on-year comparisons simplified reviewing client performance, while the structured worksheets allowed the firm to confidently phase out their outdated Excel-based templates.
Improved Visibility & Accuracy
Exant Advisory quickly benefited from the enhanced job visibility provided by Cimplico’s completion percentage functionality, enabling teams to easily track progress and workflow. Charlotte notes, “Our partner signs off every job now prior to collation, helping catch small mistakes we might otherwise have missed.”
Seamless Integrations and Easy Referencing
Integration with FYI streamlined referencing and allowed Exant Advisory to securely link supporting documents directly within workpapers, significantly simplifying the review and approval process.
Efficient Group-Level Reviews
With Cimplico’s powerful entity/group functionality, Charlotte highlighted that their team can now efficiently review multiple entities simultaneously, significantly reducing repetitive clicking and navigation.
Accessibility & Flexibility
Cimplico’s cloud-based nature eliminated the firm’s dependency on internal server access. Charlotte commented, “Easy access to workpapers via the internet has transformed our workflow – no more server logins or complex database access!”
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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