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Xero + MyWorkpapers

Two-way Integration of financial information

MyWorkpapers is the cloud-based paperless workpaper solution to collaborate and manage documents, workflows and queries. Integrating MyWorkpapers with Xero empowers you to seamlessly populate your workpaper files with financial data.

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Trial Balance

Trial balance data can be imported from any Xero client.


Client information is secured, ensuring only staff with appropriate permissions can access and perform functions.


Adjustments entered in MyWorkpapers can be sent back to Xero to keep everything in sync.

Where the work gets done

MyWorkpapers is the powerful workpaper solution designed for accountants and auditors. By streamlining workflow, eliminating admin and boosting productivity, we are transforming the way accounting professionals work.

All of your clients’ accounts in one place. Instant customised workpapers. Automatic standardisation. Critical reminders. Endless ways to sort and stay on top of tasks. We’re all of that and much, much more.

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

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More about how MyWorkpapers and Xero Integrate

Connect your MyWorkpapers file to Xero to import a Trial Balance for any period including Annually, Monthly, and Quarterly. Any adjusting Journal entries made within MyWorkpapers are able to be sent back to Xero to keep everything in sync.


Improve collaboration, simplify distribution and increase security with cloud-based paperless workpapers.

Stored securely in the cloud, our intelligent solution is accessible anywhere, anytime, on any computer or smart device, by approved users only. Discover the freedom of paperless workpapers.

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Try for Free – Power up your accounting practice with our proven, paperless working paper solution.

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