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