Year End Pro
Year End Pro — Automated Year-End Working Paper Checker
Upload a client's Year End Excel file and Year End Pro reads the ETB sheet as the source of truth, compares every schedule sheet against the matching ETB balance, and reports each comparison with a clear status — instantly.
Built for accountancy firms producing year-end files
Year End Pro is designed for firms where multiple people are involved in preparing and reviewing year-end working papers and need a reliable, fast way to verify that schedules agree with the ETB.
People building the working paper
Run the checker after completing the file to confirm all schedules agree with the ETB before passing it to the reviewer.
- Catch discrepancies before review
- Fix issues at the preparation stage
- Confidence before handing over
People signing off on the file
Run the checker as part of your review process to quickly confirm all schedules agree with the ETB before sign-off.
- Instant verification at review stage
- Clear status for every schedule
- Faster, more structured sign-off
People responsible for quality
Introduce a consistent ETB verification step across the firm so year-end quality is reliable for every client, every year.
- Consistent process across preparers
- Reduces reliance on manual checking
- Supports quality assurance standards
Early Access
See how Year End Pro can help your firm verify year-end working papers faster and catch ETB discrepancies before they reach the review stage.