Cimplico Workpapers is built around three principles: efficiency, control and governance, and visibility. Every feature ties back to one of the three.
Efficiency
Direct integrations with Xero and Atosa, so data doesn't need manual entering
Direct integration with FYI to automatically import clients and their workpaper documents
Inter-entity reconciliations that automatically check related-party balances across entities
Advanced search and filtering across workpapers, worksheets and entries
Checklist items scoped to the worksheet they apply to
Control and Governance
Checklist and procedure templates configured once at firm level
Procedures that can be set by role and by entity
Defined roles with fixed privileges within the platform
A full audit trail of worksheet-related events
Review and certification status that updates automatically when the underlying data changes
Visibility
Firm-wide insight into progress across all open workpapers
Tracking by group or by entity
A dashboard showing progress on any individual workpaper