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Fetch Workpapers

By Fetch Workpapers
5 out of 5 stars
Free 90 day trial available
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Fetch Workpapers imports your Xero trial balance straight into structured, traceable Excel workpapers—complete with materiality flags, review sign offs and live ledger links. Load your standards or try ours to streamline how you prepare year end compliance.
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Reviewed by
2
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Overview

Super-charge and Excel your team into the future

Fetch Workpapers is an Excel based system that automates the grunt work of annual accounts and compliance packs—without asking you to learn a new platform. One click retrieves the trial balance from Xero into your workpapers; every figure links back to its supporting schedule and the source ledger so reviewers can trace the numbers instantly.

Why firms adopt Fetch

  • Hours of preparation time back – users typically prepare a client file in a fraction of the time compared to manual copy paste methods.
  • End-to-end traceability – click any balance to drill into its ledger transaction and supporting workpaper.
  • Materiality & review traffic lights – know exactly what’s complete, outstanding or out of scope.
  • Firm-wide consistency – load your standard schedules once, then roll out a locked-down template to every preparer.
  • Zero re-keying risk – automated links keep numbers synchronised across every tab, with built tracking to highlight to reviewers workpapers that changed as a part of other changes.
  • Built by accountants – designed around real-world year-end workflows.

Who it’s for?

Accounting and advisory firms that:

  • use Xero for generating financial statements
  • want to speed up their compliance without trading quality; and
  • need audit-ready files with clear sign-off history
Fetch Workpapers
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Fetch Workpapers + Xero

How Fetch works with Xero

  1. Connect - Secure OAuth handshake with read-only access to the chosen Xero file
  2. Sync - Pulls the full trial balance into the workbook, mapped to accounts and standard workpapers
  3. Prepare - Preparers use your standards, utilise smart features & navigational links to prepare in a fraction of the time
  4. Review - Use traffic lights to sign off, drill down to the source and obtain confidence over the work prepared

No ledger data is stored by Fetch; it lives only inside your Excel file.


Key features

  • One-click Xero sync – no CSV exports
  • Excel-native – Microsoft 365 desktop, Windows 10/11 (64-bit recommended)
  • Live ledger links – jump straight from a cell to the Xero transaction
  • Materiality engine – configurable thresholds flag variances automatically
  • Review workflow – preparer/reviewer sign-offs with date & initials
  • Multi-entity management – connect unlimited Xero orgs on every plan

Reviews & ratings

5.0 out of 5 stars
2 Reviews

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Most recent reviews

GM
Guy Morris
Posted 14 Aug 2025
5 out of 5 stars

Fetch takes the work out of Workpapers

Fetch has made a huge impact on my productivity. Would recommend this to anyone who finds themselves spending more time on workpapers than their clients.
JC
Jared Corrigan
Posted 11 Aug 2025
5 out of 5 stars

Efficient & User Friendly

Fetch has combined the comfort of excel based Workpapers with the efficiency of direct connection with our clients Xero files to improve both how quickly we complete these and the quality of the final product.
2 people found this review helpful.

Additional info

Functions

Accountant tools

Industries

Accounting

App details

By Fetch Workpapers
Added in 2025

Countries

Australia

Languages

English

Support

Setup walkthroughContact supportsupport@fetchhq.zendesk.com

90 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.