Worksorted
Worksorted combines client management, workflow, compliance, revenue, and practice operations for Australian financial advice businesses, including licensees…
What Worksorted is
Worksorted combines client management, workflow, compliance, revenue, and practice operations for Australian financial advice businesses, including licensees and licensed or self-licensed practices. Client profiles can hold contact, relationship, activity, revenue, document, and service details. Teams can organize repeatable work with jobs, tasks, checklists, reusable templates, and automated reminders. Revenue tools cover billing records, adviser remuneration, referral payments, splits, reporting, and forecasting. Compliance functions include audit trails, service obligations, renewal dates, consent records, and electronic signing. Document templates can draw on stored client data. Integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI, and Yabbit; its API can connect custom applications and internal systems. The mobile app provides access to jobs, clients, and practice activity away from a desk. Worksorted runs on Android, iOS, and the web. Pricing is on request, and a 14-day free trial includes full platform access, Australian support, and training resources. The trial begins with a suggested 15-minute conversation with the team.
Good
- Client profiles combine service and revenue information
- Reusable templates and automated reminders support repeatable work
- Includes compliance tracking and electronic signing
- Mobile app provides access away from a desk
- 14-day trial includes platform access, support, and training
Watch out
- There is no free plan
- Pricing is available only on request
- Internet transmissions are not guaranteed completely secure
Who it suits
Worksorted is designed for Australian financial advice businesses, including licensees and licensed or self-licensed practices. It suits firms seeking client records, repeatable workflows, compliance tracking, and revenue operations in one platform.
Verdict
Worksorted brings client, workflow, compliance, and revenue operations together for financial advice practices. Its trial offers full access for 14 days, while the privacy policy notes that internet transmissions cannot be guaranteed completely secure.
Plans and prices
From Worksorted's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Worksorted | Priced on request | One licence · unlimited users · flexible functionality |
The facts
Each one read from Worksorted's own pages, with the date it was checked.
What it does
- API
- Worksorted says its API can connect custom applications, internal systems and specialised workflows.checked 7 Oct 2026
- Audience
- The platform is designed for Australian financial advice businesses, including licensees, licensed practices and self-licensed practices.checked 7 Oct 2026
- Client management
- Client profiles can include contact details, relationships, activity, revenue, documents and service information.checked 7 Oct 2026
- Compliance
- Compliance tools include an audit trail, service obligation tracking, renewal dates, consent records and electronic signing.checked 7 Oct 2026
- Documents
- Reusable document templates can draw on stored Worksorted client data to create consistent practice documents.checked 7 Oct 2026
- Integrations
- Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit.checked 7 Oct 2026
- Mobile access
- The Worksorted App is described as providing access to jobs, clients and practice activity while away from a desk.checked 7 Oct 2026
- Pricing model
- The homepage describes one licence with unlimited users and flexible functionality; it does not display a price.checked 7 Oct 2026
- Purpose
- Worksorted combines client management, workflow, compliance, revenue and practice operations for financial advice businesses.checked 7 Oct 2026
- Revenue
- Revenue features include once-off and recurring billing records, adviser remuneration and referral payment processing, splits, reporting and forecasting.checked 7 Oct 2026
- Security and privacy
- The privacy policy says Worksorted takes reasonable steps to protect personal information from misuse, loss and unauthorised access, modification or disclosure; it does not guarantee internet transmissions are completely secure.checked 7 Oct 2026
- Support
- Existing customers can call support Monday to Friday, 9:00 am–5:00 pm ACST.checked 7 Oct 2026
- Workflow
- Teams can use jobs, tasks, checklists, reusable templates and automation for reminders and repeatable actions.checked 7 Oct 2026
The company
- Headquarters
- Adelaide, South Australia, Australiachecked 28 Sep 2026
Money
- Trial
- The 14-day free trial includes full platform access, Australian support and training resources, and begins with a suggested 15-minute conversation with the team.checked 7 Oct 2026
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