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Connect your Xero file seamlessly to our excel Smart Workpapers. Integrate the Xero trial balance, add workpapers and automate reconciliations.
Overview

Smart Suite’s comprehensive set of Smart Workpapers improve the accuracy and consistency of your data, saving preparation time and reducing review time by senior accountants.
Smart Workpapers are the industry gold standard for risk minimisation. Updated by a team of qualified CAs and CPAs as soon as legislative changes happen, they give you the peace of mind you’re working with 100% compliant tools at all times.
Trusted by over 10,000 Australian accountants. Clients who use them have reported 60% reduced review times and an overall reduction of rework by 35%.

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Smart Workpapers + Xero

Connect your Xero file seamlessly to our Excel workpapers. Integrate the Xero trial balance directly into your workpapers index then add workpapers, automate reconciliations and monitor progress.

Reviews & ratings

5.0
2 Reviews
5 star
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SB
Sales BusinessFitness
Posted
This is a great little product that pulls in your Trial Balance from Xero and allows you to prepare Workpapers on each line of the Trial Balance if you want to. The Work papers can easily be refreshed at anytime and Accounts can be linked to Rec's and if the figures change from the Live Xero file then the Index page can show which accounts now don't balnce. You can reconcile to the cent or round to the nearest $1 if you so choose. Teh Workpapers are very detailed and through.
SD
Sean Devenish
Posted
The Business Fitness workpapers are a perfect blend of Excel smarts with integrated Xero trial balances. Great product!
Additional info

App details

Added in 2017

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