Worksorted integrations
Connect the tools your practice already uses
Bring your advice, communication, document, accounting and productivity tools together through one connected platform.
Integration library
One platform, connected to your practice ecosystem
Explore the platforms and services that work alongside Worksorted.
Advice platforms
Connect Worksorted with financial advice, modelling and client discovery platforms.
FM
Financial Mappers
iFactFind
Intelliflo
Midwinter
Paradino
Voyant
Xplan
Productivity and communication
Work with the communication and office tools your team uses every day.
Calendar
Excel
Gmail
Outlook
SMSGlobal
Word
Business and client experience
Connect accounting, payments, marketing and client engagement services.
Feedsy
myprosperity
Westpac
Worldpay
Xero
Digital signing
Send, track and complete documents through supported electronic signing services.
Annature
DocuSign
AI and innovation
Extend your practice workflows with emerging AI-powered tools.
OpenAI
PlanAI
Yabbit
The Worksorted ecosystem
Keep your team and clients connected
Extend the Worksorted experience beyond the core CRM with secure client access and mobile tools.
Client Portal
Give clients secure access to communication, documents and practice information.
Worksorted App
Stay connected to jobs, clients and practice activity while working away from your desk.
Need something more?
Explore the Worksorted API
Build around the way your practice works
Use the Worksorted API to connect custom applications, internal systems and specialised workflows.
Ready to see Worksorted in action?
Bring your clients, workflows and practice together
See how Worksorted can help your team reduce administration, improve visibility and deliver a more consistent client experience.