Xero and AuditFile


AuditFile is a secure, cloud-based solution that helps CPA firms and internal audit teams perform dramatically more efficient audits, reviews, and compilations.

Connect AuditFile and Xero for a seamless audit solution!

AuditFile's trialbalance functionality is fully integrated with Xero! Now you can pull trialbalances directly from Xero. There's no need to deal with spreadsheet exports anymore.

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

How to connect AuditFile to Xero

Connect to your client's Xero in three easy steps:

  1. On the Trialbalance upload page, click "Connect to Xero".
  2. Authenticate with Xero
  3. Select the "As of Date" for the trialbalance.

That's it! It's that easy!

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