Blogs And Case Studies

Blogs And Case Studies

Insights, product updates, and customer stories to help your firm get more from Xero and Excel.

What is a workpaper, and what makes one review-ready?
What is a workpaper, and what makes one review-ready?
What is a workpaper, and what makes one review-ready?
A second set of eyes on every transaction, without leaving Excel
A second set of eyes on every transaction, without leaving Excel
A second set of eyes on every transaction, without leaving Excel
Coming soon: AI analysis, built into your workpapers
Coming soon: AI analysis, built into your workpapers
Coming soon: AI analysis, built into your workpapers
Workpapers at tax time, digital signatures and review without leaving Excel
Workpapers at tax time, digital signatures and review without leaving Excel
Workpapers at tax time, digital signatures and review without leaving Excel
One Xero Connection, Firm-Wide Access
One Xero Connection, Firm-Wide Access
One Xero Connection, Firm-Wide Access
Cloud-integrated workpapers vs traditional workpaper software
Cloud-integrated workpapers vs traditional workpaper software
Cloud-integrated workpapers vs traditional workpaper software
What to look for in a Xero-Excel integration
What to look for in a Xero-Excel integration
What to look for in a Xero-Excel integration
How to Connect Xero to Excel: 3 Ways Compared
How to Connect Xero to Excel: 3 Ways Compared
How to Connect Xero to Excel: 3 Ways Compared
Getting your Excel workflow ready for year-end
Getting your Excel workflow ready for year-end
Getting your Excel workflow ready for year-end
What two-way sync actually means (and why import isn't enough)
What two-way sync actually means (and why import isn't enough)
What two-way sync actually means (and why import isn't enough)
Keeping Xero and Excel in sync without breaking everything
Keeping Xero and Excel in sync without breaking everything
Keeping Xero and Excel in sync without breaking everything
Still building workpapers from Xero exports? There's a better way to stay in Excel
Still building workpapers from Xero exports? There's a better way to stay in Excel
Still building workpapers from Xero exports? There's a better way to stay in Excel
The hidden cost of copying Xero data into Excel by hand
The hidden cost of copying Xero data into Excel by hand
The hidden cost of copying Xero data into Excel by hand
Why accountants still build workpapers in Excel
Why accountants still build workpapers in Excel
Why accountants still build workpapers in Excel
Still building workpapers from Xero exports? There's a better way to stay in Excel
Still building workpapers from Xero exports? There's a better way to stay in Excel
Still building workpapers from Xero exports? There's a better way to stay in Excel
PKF tested every workpaper tool. They stayed in Excel.
PKF tested every workpaper tool. They stayed in Excel.
PKF tested every workpaper tool. They stayed in Excel.

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