Xero announces new partnership with audit and accounting platform, Caseware
Xero, the global small business platform, has announced a new integration partnership with Caseware, a leading provider of cloud-enabled audit, financial reporting, and data analytics solutions for accounting firms, corporations, and government organizations.
Unveiled at Xerocon Nashville, Xero’s flagship partner event held on August 14-15, the partnership will allow shared customers of Xero and Caseware to seamlessly import trial balances and general ledger data from the global small business platform into Caseware Working Papers. This enhancement builds on the existing integration between the global small business platform and Caseware’s cloud apps, offering additional capabilities for assurance and financial reporting solutions. The integration aims to reduce manual data entry and streamline the process by eliminating the need to manually export and import files between the two systems.
Set to be available to accountants and bookkeepers in Canada and other regions later this year, the new integration will help expedite year-end compliance requirements. Ben Richmond, Managing Director of North America at the global small business platform, emphasized that this partnership aligns with Xero’s commitment to making year-end workflows more efficient, particularly in Canada. Richmond noted that by connecting tools like Xero and Caseware, accountants and bookkeepers can alleviate the burden of compliance tasks, allowing them more time to focus on advising small business clients and growing their firms.
As part of the collaboration, the global small business platform and Caseware will explore additional integration opportunities to further enhance bookkeeping efficiency tools. Scott Epstein, Chief Product Officer at Caseware, expressed confidence in the partnership’s value, highlighting how the integration of the global small business platform’s efficiency tools with Caseware’s year-end assurance and reporting capabilities will save time and improve quality for accountants and bookkeepers amid a continuously evolving landscape.
