Worksorted
Worksorted: Broad practice operations and billing coverage, without built-in financial planning. Ranked #28 of 31 in Financial Advisor Software by our editors (6.4/10); pricing: Pricing on request · 14-day trial; best for practice operations and billing teams.
At a glance
- Editor score6.4 / 10
- PricingPricing on request · 14-day trial
- Best forPractice operations and billing teams
- Free planNo
- Financial planningNo
- Facts checked20 Sep 2026
Where it wins
- Covers CRM, workflows, compliance, billing, documents and reporting
- Client portal, electronic signatures and secure document storage included
- Integrates with Xero, Microsoft 365, advice tools and productivity platforms
Where it doesn't
- Financial-planning functionality is not included
- Pricing requires contacting Worksorted
- Designed for Australian financial advice businesses
Our verdict on Worksorted
Worksorted is an online practice-management platform for Australian financial advice businesses. It brings client relationship management, workflow jobs, tasks, checklists, compliance records, document handling, revenue processing, invoicing and practice reporting into one system. Client portals support communication, document sharing and practice information, while electronic signatures and document templates cover additional administrative work. The product is positioned for practices operating under a licensee, self-licensed firms and larger advice groups, with unlimited users under one licence.
Pricing is contact-sales rather than self-serve. The available offer is a 14-day free trial, and there is no permanent free plan. Its operational breadth is the main attraction: teams can manage service obligations, audit trails, automated reminders, revenue splits, forecasting, once-off and recurring invoices, and Xero synchronisation. Dashboards and workload reporting add practice-level visibility, while API connectivity supports connections across advice, accounting, signing, communication and productivity tools. Integrations include Advice Designer, Intelliflo, Midwinter, Voyant, Xplan, Microsoft 365, Xero, Worldpay, Westpac, Annature and DocuSign.
Worksorted is a strong fit when the priority is coordinating client service, compliance administration, documents, revenue and billing in one practice-operations system. Its limitation is scope: financial-planning functionality is not included, so firms seeking planning capabilities will need another product or connected advice platform alongside it. The contact-sales model also makes direct price comparison less immediate than with a published tier structure. Choose Worksorted for operational breadth and connected administration; look elsewhere if planning functionality is the primary requirement.
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Worksorted pricing
Worksorted fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client portal | Yes |
| Financial planning | No |
| Proposal generation | Not verified |
| Compliance workflows | Yes |
| Document vault | Yes |
| Billing and invoicing | Yes |
| Free trial | 14 days |
| Deployment | Cloud, Mobile |
| Platforms | Web |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 18 integrations: Advice Designer, Financial Mappers, iFactFind, Intelliflo, Midwinter, Paradino … See all → |
| Pricing | Pricing on request · 14-day trial |
| Website | worksorted.com |
| Facts checked | 20 Sep 2026 |
Worksorted integrations
Worksorted lists 18 integrations on its own site.
- Advice Designer
- Financial Mappers
- iFactFind
- Intelliflo
- Midwinter
- Paradino
- Voyant
- Xplan
- Yabbit
- Microsoft 365
- Xero
- Worldpay
- Westpac
- Annature
- DocuSign
- Feedsy
- OpenAI
- PlanAI
See all Worksorted integrations →
Alternatives to Worksorted
- eMoney AdvisorA broad planning suite for practices that need client collaboration and connected workflows.9.4
- XplanA broad advice platform for practices needing planning, workflow, compliance and client engagement.9.3
- MoneyGuideA comprehensive planning suite for advisors managing goals, retirement, tax, and investment decisions.9.1
See all Worksorted alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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