Still building workpapers manually from client general ledger / Xero exports

This webinar demonstrates RadiusCore’s workpapers functionality, showing how accounting firms can automate their Excel-based workflows by integrating with Xero and ATO systems. The presentation features Andrew from RadiusCore and Stacey Shaw from PKF Newcastle explaining why they chose RadiusCore over other solutions. The demo covers automatic population of general ledger data from Xero into Excel workpapers, subledger data integration, ATO tax data import through Atoza, and two-way synchronization for manual journals. Key features shown include the traffic light index system for tracking workpaper completion status, digital signatures with three-tier approval levels, and customization options for adding firm-specific workpapers. The session highlights how the solution eliminates manual data entry and copy-pasting while maintaining Excel’s flexibility, allowing accountants to focus on analysis rather than data manipulation. The webinar concludes with information about upcoming AI-powered analysis features and special trial offers for attendees.

Andrew starts with the problem most firms know too well. You export data from Xero, copy and paste it into Excel, then log in to the ATO or IRD for tax data and paste that too. When a number changes partway through, you do it all again. The demo shows how RadiusCore removes that manual work while you stay inside Excel.

What you will see

Auto-populate general ledger data straight from Xero, and refresh a whole workbook with one click.
Import ATO tax data through Atosa, with full transaction history, in one file.
Pull sub-ledger data, like aged receivables, live into the workpaper.
Reconcile GST and tax, with the workpaper guiding you when something does not match.
Post a journal to Xero with two-way sync, then refresh and watch the balance clear.
Use the traffic-light review system and Xero-verified digital signatures.
Customise workpapers in Excel, because the files are yours and live on your storage.

Stacie then walks through real workpapers that reconcile, using dummy data. She covers the GST rec, provision for tax, the tax rec, and the wages, super and payroll tax checks. Her main point is simple: your team enters each piece of information once, and it flows through everywhere it is needed. That frees accountants to do the analysis, not re-key numbers or hunt for typos.

The session closes with what is coming next: AI analysis that runs inside your own tenancy, and ATO and IRD integrations moving to APIs. You own your data, and you control where it lives and who sees it.

This on-demand session is a live demo of RadiusCore Workpapers. Andrew Pullon from RadiusCore is joined by Stacie Shaw, a partner at PKF Newcastle and Sydney, who shares why her firm moved to Excel based workpapers with RadiusCore.

Key Moments

0:49 Welcome and intros. Andrew sets up the session and introduces Stacie Shaw from PKF Newcastle and Sydney.

1:35 Why PKF chose Excel based workpapers. Stacie on wanting Excel's flexibility, plus the integration and automation of a cloud platform.

2:37 The manual problem, then the live demo. Andrew shows the export and copy-paste cycle, then demos: the Excel add-in and one-click refresh, opening the workpapers and connecting Xero Practice Manager and Xero, auto-populating GL codes, importing ATO data through Atosa, pulling sub-ledger data, the GST rec, two-way journal sync to Xero, the traffic-light review system, digital signatures, and customising workpapers.

26:34 Stacie's walkthrough of real workpapers. The GST rec and how it guides you on a variance, provision for tax, the tax rec, and the wages, super and payroll tax checks. The theme: enter data once, let it flow through.

41:03 What's next. AI analysis that runs in your own tenancy, and ATO and IRD integrations moving to APIs.

42:16 The attendee offer. Andrew shares the free trial offer and how to book a follow-up.