Is your workpaper process holding the firm back?

If your team is still relying on spreadsheets, shared drives, and stale data exports — there's a better way to work.

Cimplico Workpapers is a cloud-based compliance workpaper platform built for modern accounting firms. No spreadsheets, no legacy constraints — just a platform built around the way firms actually want to work.

What firms get from Workpapers

Consistency across the firm Mandated tasks, checks, and calculations that always look the same — no matter who's doing the work. Open any workpaper and it looks exactly as it should. Every time.

Visibility across the firm Powerful dashboards connected to live data give partners and managers a real-time view of every engagement. No chasing for updates, no uncertainty about what's outstanding.

Efficiency that scales Being truly cloud-native means we're consistently pushing the ceiling on what's possible — building features around how things should be done, not how they've always been done.

Feature highlights

• Xero integration — your workpaper and client data is always aligned
• FYI integration — pull client info and files right where you need them
• Carry Forward — roll workpapers forward smarter, we don't just duplicate them
• Inter-Entity Reconciliations — be certain your related party balances agree
• Journals — track and post all your adjustments in one place
• 100+ calculations and in-built templates — standardised, intuitive calculations that replace spreadsheets for good