Worksorted

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What Worksorted is

Worksorted brings client records, team workflows, compliance processes, revenue tracking and practice operations into a platform for Australian financial advice businesses. It is intended for licensees, licensed practices and self-licensed practices. Client profiles can hold contact details, relationships, activity, revenue, documents and service information. Teams can organize work using jobs, tasks, checklists and reusable templates, with automation for reminders and repeated actions. Revenue tools cover once-off and recurring billing records, adviser remuneration, referral payment processing, payment splits, reporting and forecasting. Compliance features include audit trails, service obligation tracking, renewal dates, consent records and electronic signing. Document templates can draw on stored client data to help produce consistent practice documents.

Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit. The API can connect custom apps, internal systems and specialized workflows. The Worksorted App provides access to clients, jobs and practice activity while away from a desk; the platform is available on Android, iOS and the web. Pricing is on request, and a 14-day trial includes full platform access, Australian support and training resources.

Who it suits

Worksorted suits Australian financial advice businesses, including licensees, licensed practices and self-licensed practices, that want client, workflow, compliance and revenue functions together. Its mobile app and API may also suit teams that need access away from a desk or connections to custom internal systems.

What it does well

Client profiles bring together contact, relationship, activity and service information.
Workflows support jobs, tasks, checklists, templates and automated reminders.
Revenue tools cover billing records, remuneration, referral payments, splits and forecasting.
Compliance features include audit trails, obligation tracking and electronic signing.
Integrations include Xplan, Microsoft 365, Xero and DocuSign.
A 14-day trial includes full platform access, support and training resources.

What to know first

There is no free plan.
Pricing is available on request.
Financial planning is not included.

Limits

There is no free plan. The trial lasts 14 days; its terms include full platform access, Australian support and training resources.

Plans

Plan	Billed and limits	Price
Worksorted	One licence · unlimited users · flexible functionality	On request

As worksorted.com lists them, read 7 Oct 2026. The maker's own page has the final word.

Getting started

Visit https://www.worksorted.com/.
Arrange the suggested 15-minute conversation with the team to begin the 14-day trial.
Use the trial's full platform access, Australian support and training resources.
Access Worksorted through the web, Android or iOS app.

Verdict

Choose Worksorted if an Australian financial advice business needs client management, repeatable workflows, compliance tracking and revenue operations in one platform. Look elsewhere if you need financial planning features or a free plan; pricing is provided on request.

Questions

How much does Worksorted cost?

Pricing is on request. The listed Worksorted plan has one licence, unlimited users and flexible functionality.

Is there a free plan or trial?

There is no free plan. A 14-day free trial is available with full platform access, Australian support and training resources.

Which platforms does Worksorted support?

The listed platforms are Android, iOS and web, with an API also available.

What integrations are available?

Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit.

Does Worksorted include financial planning?

No. Financial planning is listed as not included.

Who is Worksorted designed for?

It is designed for Australian financial advice businesses, including licensees, licensed practices and self-licensed practices.

Facts from Worksorted's own pages

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

Where Worksorted stands on Freedom251

Financial Advisor Software#13 of 31