Xero

The Xero integration with Cimplico Workpapers allows you to add or connect entities from Xero. Use Xero as your trial balance source, and sync journals within Cimplico Workpapers with Xero.

Add entities

From Cimplico Workpapers, streamline the adding of new entities by adding from Xero

Trial Balance

For Xero-connected entities, you have the option of using your Xero trial balance as the source for a workpaper, ensuring the information in Cimplico Workpapers is accurate and up-to-date.

Manual Journals

Create manual journals within a workpaper for Xero-connected entities either directly from a worksheet or across the workpaper as a whole. Journals created in Cimplico Workpapers will be synced to Xero, and any changes to these journals in Xero can be synced down.