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Workpapers Sorted

By Cloudoffis
5 out of 5 stars
Embrace cloud-based technology with AI-Powered Workpapers to bring standardisation, efficiency and compliance in your practice. Workpapers Sorted integrates with MS Excel, Xero, ATO and FYI for easy reconciliation, eliminating error-prone and mundane work so you can focus on what's important.
Rated
5.0
out of 5
Reviewed by
1
Xero user
Listed for
2 years
September 2024
Key functions
Practice manager

Overview

Workpapers Sorted from Cloudoffis integrates with Xero, Microsoft Excel, FYI and the ATO brilliantly to give you a seamless experience on the web. Automation through the power of AI integrates all sources of data, boosting accuracy and efficiency to the next level. • Stay on top of entities and their group structures for important decisions while you prepare taxes • Refresh data from client files - with a click of a button • Trial balance, balance sheet, P & L, complete & contextual GL - all reports available and searchable while working with workpapers • Post journals back to client files from within where you are preparing your workpapers • Integrated MS Excel experience to get rid of multiple versions of workpapers floating around • Automatic data entries from supporting documents, Xero files and ATO, saving time and bringing accuracy • Flexibility to work with your own workpapers or use the built-in comprehensive library of over 70 workpapers automated from the get-go.

Workpapers Sorted
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Workpapers Sorted + Xero

Workpapers Sorted, by Cloudoffis, integrates with Xero, providing up-to-date information of entities and group structures as well as comprehensive reports such as Trial balance, Balance sheet, P & L, complete & contextual GL and also Post Journals back to client files as needed.

Workpapers Sorted integrates with Microsoft Excel, FYI and the ATO to provide your practice with a seamless experience.

Pricing plans

*All prices are exclusive of tax

Pre Buy Package

Fixed Platform Fee
Buy credits upfront & save
  • Seamless Connection with XPM
  • Seamless Connection with Xero Ledger
  • ATO command Center
  • FYI Integration
  • Client Management
  • Automated Workpaper

Evaluation Plan

Fixed Platform Fee
Pay per job as you go
  • Seamless Connection with XPM
  • Seamless Connection with Xero Ledger
  • ATO command Center
  • FYI Integration
  • Client Management
  • Automated Workpaper

Reviews & ratings

5.0 out of 5 stars
1 Reviews

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Most recent reviews

SP
Sophie Pank
Posted
5 out of 5 stars

Love this app

This has been a game changer for our business
One person found this review helpful.

Additional info

Shared data

Xero
Workpapers Sorted
Accountsshared from Xero to Workpapers Sorted
Reportsshared from Xero to Workpapers Sorted
Manual Journalsshared from Xero to Workpapers Sorted and from Workpapers Sorted to Xero
Journalsshared from Xero to Workpapers Sorted

Functions

Practice manager

Industries

Accounting

App details

By Cloudoffis
Added in 2024

Countries

Australia

Languages

English

Support

Setup walkthroughContact supportSupport@cloudoffis.com.au

Contact

1300 979 457

Follow

LinkedIn

Get started with Workpapers Sorted

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.