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Xero

Adding MyWorkpapers to Xero gives you much more than just workpapers

Two-way Integration of financial information

MyWorkpapers is a cloud-based paperless workpaper solution to collaborate, manage documents, workflows and queries. Integrating MyWorkpapers with Xero lets you seamlessly create and populate your workpaper files with financial data, before updating the financial information in Xero automatically.

Ace Account Trial Balance

Key features

Two-way integration means financial information in Xero can be kept in-\sync with MyWorkpapers.

  • Fast import of the Trial Balance for any period.
  • Trial Balance data is automatically mapped to Lead schedules.
  • Re-import data to reflect any changes made to Xero.
  • Export Journal entries created in MyWorkpapers to Xero.
  • Enter Xero client credentials only once when importing data.

How to connect

Once you’ve signed up for MyWorkpapers, simply enter your Xero credentials to securely connect Xero with MyWorkpapers to see the benefits two-way integration brings.

improve efficiencies

Sign up for one of our plans or begin a free trial. If you have any questions please contact our sales team