AI Workpapers
Built for accountants.
Last remaining spots
How it works
From Xero to workpapers in seconds
Connect to Xero, upload your prior year workpaper and let AI do the rest. In moments, receive automatically generated workpapers ready for review.
- Build full workpapers in seconds
- Automatically prepared schedules
- Workpapers structured for review
From bank statements to workpapers
Upload a bank statement and automatically convert it into a structured Excel cashbook analysis. Transactions are categorised automatically, giving you a ready-made schedule.
- Turn bank statements into workpapers
- Automatically categorised transactions
- Workpapers prepared for review
Waste hours building workpapers?
Let AI handle the repetitive aspects so you can review, not build.
AI generated workpapers, ready for review
- AI connects directly to Xero or accepts manual records.
- It builds complete Excel workpapers automatically.
- Clean lead schedules and narratives are included out of the box.
- Variances and movements are verified automatically.
- Files are structured for faster review and sign-off.
Still building workpapers manually?
The classic spreadsheet grind is holding teams back when deadlines are tight.
What this really costs
- Every hour spent copying schedules is time lost to client work.
- Slow workpaper prep leads to budget overruns and write-offs that hit margins directly.
- Firms embracing AI are cutting turnaround times, and clients are beginning to expect the same speed from everyone else.
- Manual prep limits capacity and causes review bottlenecks across the team.
See it in action
Starting from Xero, instantly generate full workpapers with the necessary schedules and narratives.
Start with a bank statement and automatically turn it into categorised workpapers for review.
Be first to automate your workpapers.
Join the waitlist. We’ll reach out as soon as early access opens.
Last remaining spots. Secure yours today.