Workpaper automation with MyWorkpapers UK for smarter audits

How much time does your team currently spend on manual data entry each year? What could you achieve if you reclaimed even half of that?

Get started today with workpaper automation with MyWorkpapers UK and transform your audit workflows.

Workpaper automation with MyWorkpapers: boost your audit efficiency the smart way

If you’ve ever spent hours tediously transferring data from your accounting software into Excel workpapers, only to discover mistakes hidden in formulas like unwelcome guests, workpaper automation with MyWorkpapers is here to change all that.

What is workpaper automation with MyWorkpapers UK?

Workpaper automation with MyWorkpapers is a cloud-based workflow enhancer that pulls transactional and financial data directly from Xero into your MyWorkpapers templates, without manual data entry, export-import chaos, or spreadsheet headaches.

Stephen Burgess, MyWorkpapers’ Sales Director, explains:

“We wanted to get rid of the frustration with manual keying and toggling between systems. Our clients crave a ‘factory line’ approach to compliance work, with automation doing the heavy lifting.”

By integrating seamlessly with Xero’s API, MyWorkpapers fully automates the population of audit schedules, making audits faster, smoother, and more accurate.

Missed our UK webinar? Watch the full recording here .

Why automate workpapers with MyWorkpapers UK? Common pain points addressed

Many firms have told us:

• Too much toggling between platforms wastes time.
• Manual data entry errors cause costly delays under deadline pressure.
• Inconsistent templates complicate reviews and increase risk.
• Trial balance alone doesn’t give the full picture.

Amber Anderson, former auditor and content lead at MyWorkpapers, says:

“Auditors want to see why numbers are there, down to transactional detail, without hopping between multiple systems.”

Strategic value of automation: more than just saving time

Beyond efficiency, automation refocuses expertise on interpreting data, applying professional scepticism, and delivering insightful advice. ICAEW stresses digital audit tools help evolve the profession toward smarter, risk-based judgements.

Explore ICAEW’s insights on digital audit .

How workpaper automation with MyWorkpapers UK integrates with Xero

MyWorkpapers taps directly into your Xero via API to import:

• General ledger transactions
• Invoice details
• Fixed asset data

All data syncs directly into enhanced Excel templates, with clickable drill-downs and pre-mapped schedules pre-populated instantly.

Learn about Xero integrations here 

Three key automated workpapers demonstrated

In our UK webinar, Amber showcased:

1. General ledger detail: Searchable transaction-level details behind trial balance numbers.
2. Trade debtors ageing report: Automated ageing and provisions calculations.
3. Fixed asset register: Tracks asset transactions, depreciation, and flags posting gaps.

Each activates via the MyWorkpapers customiser and populates instantly via the API.

Real benefits for audit & compliance workflows

• Time saved by removing manual data input.
• Reduced errors from direct API data pulls.
• Faster reviews letting auditors analyse not crunch.
• Standardised templates trusted firm-wide.
• Future-proofed processes ready for evolving integrations.

Automation strengthens compliance and audit quality

With increased regulatory scrutiny, from FRC oversight to EU audit standards – clear audit trails created by automation reduce human error and simplify audit evidence.

Overcoming change resistance: automation as a team ally

Automation helps free teams from mundane work, enabling them to act on their strengths: thinking, advising, and analysing.

Data security and privacy controls built in

Fully GDPR-compliant and encrypted, MyWorkpapers keeps your clients’ data safe while minimising manual handling risks.

Measuring ROI: prove the benefits and keep your partners happy

Start by measuring hours spent on manual data entry, then track time saved and error reductions after automation. Combine with faster client turnaround for a persuasive business case.

Designed for practices of all sizes: scalability matters

From sole practitioners to multi-staff firms, MyWorkpapers’ cloud platform scales easily without cost-prohibitive overheads.

Frequently asked questions

Q1. Can I use workpaper automation if I don’t have Xero?
Deep automation requires Xero API; manual CSV import is possible but limits features.

Q2. Will I need to relearn MyWorkpapers?
No, automation integrates naturally with your current workflows.

Q3. Can I add automation workpapers to existing templates?
Yes, with support to ensure data mappings align.

Q4. Can I fix errors without leaving MyWorkpapers?
Yes, journal entry adjustments can be pushed back to Xero.

Q5. Do all accounts have drill-down details?
Yes, for API-imported data.

Q6. Does automation support group audits?
Group features are under development.

Why delaying automation is a waste of your time

Manual copying between Xero and Excel is outdated. Workpaper automation brings confidence, consistency, and clarity to your compliance work.

The technology is ready, and the benefits are evident. The only question, is when will you start?

Get started with workpaper automation today

See automation in action and access UK-specific demos and resources at the MyWorkpapers UK