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Worksorted
Adelaide, South Australia, Australia
What it is
Worksorted is a practice operations platform for Australian financial advice businesses, including licensees, licensed practices and self-licensed practices. It combines client management, workflow, compliance, revenue and other practice operations. Client profiles can store contact details, relationships, activity, revenue, documents and service information. Jobs, tasks, checklists, reusable templates and automated reminders support repeatable work. Revenue tools record once-off and recurring billing, adviser remuneration and referral payments, with splits, reporting and forecasting. Compliance features include audit trails, service-obligation tracking, renewal dates, consent records and electronic signing. Reusable templates can use stored client data for consistent documents. Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit. An API connects custom applications and internal systems. Android, iOS and web access are available, with a client portal, document vault, billing and compliance workflows. Pricing is on request, with a 14-day trial and no free plan.
For and against
For
- Client profiles store relationships, documents and service information
- Automated reminders support repeatable jobs and tasks
- Compliance includes audits, renewals and electronic signing
- API connects custom applications and internal systems
- Android, iOS and web access available
Against
- Pricing is available only on request
- No free plan is offered
- Financial planning is not included
The verdict
Worksorted brings core practice administration into one platform for Australian advice businesses. Its client, workflow, compliance, billing and integration features cover a broad operational scope, while pricing requires contacting the provider.
Who it suits
Worksorted suits Australian financial advice practices that need client, workflow, compliance and revenue operations together. It also fits teams wanting mobile access, integrations or API connections.
Plans and prices
Worksorted
One licence · unlimited users · flexible functionality
Read 7 Oct 2026 · worksorted.com
On the record
- API
- Worksorted says its API can connect custom applications, internal systems and specialised workflows.worksorted.com · read 7 Oct 2026
- Audience
- The platform is designed for Australian financial advice businesses, including licensees, licensed practices and self-licensed practices.worksorted.com · read 7 Oct 2026
- Client management
- Client profiles can include contact details, relationships, activity, revenue, documents and service information.worksorted.com · read 7 Oct 2026
- Compliance
- Compliance tools include an audit trail, service obligation tracking, renewal dates, consent records and electronic signing.worksorted.com · read 7 Oct 2026
- Documents
- Reusable document templates can draw on stored Worksorted client data to create consistent practice documents.worksorted.com · read 7 Oct 2026
- Integrations
- Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit.worksorted.com · read 7 Oct 2026
- Mobile access
- The Worksorted App is described as providing access to jobs, clients and practice activity while away from a desk.worksorted.com · read 7 Oct 2026
- Pricing model
- The homepage describes one licence with unlimited users and flexible functionality; it does not display a price.worksorted.com · read 7 Oct 2026
- Purpose
- Worksorted combines client management, workflow, compliance, revenue and practice operations for financial advice businesses.worksorted.com · read 7 Oct 2026
- Revenue
- Revenue features include once-off and recurring billing records, adviser remuneration and referral payment processing, splits, reporting and forecasting.worksorted.com · read 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.worksorted.com · read 7 Oct 2026
- Support
- Existing customers can call support Monday to Friday, 9:00 am–5:00 pm ACST.worksorted.com · read 7 Oct 2026
- 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.worksorted.com · read 7 Oct 2026
- Workflow
- Teams can use jobs, tasks, checklists, reusable templates and automation for reminders and repeatable actions.worksorted.com · read 7 Oct 2026
