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Worksorted

worksorted.com

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Spec score 7.3 #26 of 31 in Financial Advisor Software

What it is

Worksorted brings client management, workflow, compliance, revenue and practice operations into one platform for Australian financial advice businesses. It is designed for licensees, licensed practices and self-licensed practices. Client profiles can hold contact details, relationships, activity, revenue, documents and service information. Teams can manage repeatable work with jobs, tasks, checklists, templates and automated reminders. Revenue tools cover once-off and recurring billing records, adviser remuneration, referral payments, splits, reporting and forecasting. Compliance functions include audit trails, service obligations, renewal dates, consent records and electronic signing. Reusable document templates can use stored client data. Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit; an API can connect custom applications and internal systems. The Worksorted App provides access to jobs, clients and practice activity away from a desk. It runs on Android, iOS and the web. Pricing is on request, and a 14-day trial includes full platform access, Australian support and training resources.

Spec sheet

Purpose
Worksorted combines client management, workflow, compliance, revenue and practice operations for financial advice businesses.Read 7 Oct 2026 · worksorted.com
Audience
The platform is designed for Australian financial advice businesses, including licensees, licensed practices and self-licensed practices.Read 7 Oct 2026 · worksorted.com
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.Read 7 Oct 2026 · worksorted.com
API
Worksorted says its API can connect custom applications, internal systems and specialised workflows.Read 7 Oct 2026 · worksorted.com
Integrations
Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit.Read 7 Oct 2026 · worksorted.com
Compliance
Compliance tools include an audit trail, service obligation tracking, renewal dates, consent records and electronic signing.Read 7 Oct 2026 · worksorted.com
Support
Existing customers can call support Monday to Friday, 9:00 am–5:00 pm ACST.Read 7 Oct 2026 · worksorted.com
Headquarters
Adelaide, South Australia, AustraliaRead 28 Sep 2026 · worksorted.com
Client management
Client profiles can include contact details, relationships, activity, revenue, documents and service information.Read 7 Oct 2026 · worksorted.com
Documents
Reusable document templates can draw on stored Worksorted client data to create consistent practice documents.Read 7 Oct 2026 · worksorted.com
Mobile access
The Worksorted App is described as providing access to jobs, clients and practice activity while away from a desk.Read 7 Oct 2026 · worksorted.com
Pricing model
The homepage describes one licence with unlimited users and flexible functionality; it does not display a price.Read 7 Oct 2026 · worksorted.com
Revenue
Revenue features include once-off and recurring billing records, adviser remuneration and referral payment processing, splits, reporting and forecasting.Read 7 Oct 2026 · worksorted.com
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.Read 7 Oct 2026 · worksorted.com
Workflow
Teams can use jobs, tasks, checklists, reusable templates and automation for reminders and repeatable actions.Read 7 Oct 2026 · worksorted.com

Plans and prices

Worksorted Priced on request One licence · unlimited users · flexible functionality Read 7 Oct 2026 · worksorted.com

Every Worksorted plan and price →

Strong points and limits

Strong points

  • Client profiles include service and revenue information.
  • Reusable templates and reminders support repeatable work.
  • Compliance tools include consent records and electronic signing.
  • Integrations include Xplan, Xero and Microsoft 365.
  • 14-day trial includes full access and training resources.

Limits

  • No free plan.
  • Pricing is on request.
  • Financial planning is not included.

Who it suits

Worksorted suits Australian financial advice businesses, including licensees and licensed or self-licensed practices. It may fit teams looking to manage client records, repeatable workflows, compliance and revenue in one system.

Verdict

Worksorted covers client, workflow, revenue and compliance operations for financial advice practices. Prospective customers need to request pricing; the 14-day trial offers full access to explore the platform.

Where Specifiction places it

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