AuditFile is a secure, cloud-based solution that helps CPA firms and internal audit teams perform dramatically more efficient audits, reviews, and compilations.
AuditFile + Xero
AuditFile's trial balance functionality is fully integrated with Xero! Now you can pull trial balances directly from Xero. There's no need to deal with spreadsheet exports anymore.
Connect to your client's Xero in three easy steps:
1) On the Trial Balance upload page, click "Connect to Xero".
2) Authenticate with Xero
3) Select the "As of Date" for the trial balance.
That's it! It's that easy!