Workpapers Sorted Pricing

At Cloudoffis, we understand that every business is unique, and so are its auditing needs. Our approach is to provide customised solutions that best fit your specific requirements and goals.
We offer a complimentary initial consultation to understand your business needs and tailor our services accordingly.
By discussing your requirements, we can provide a clear and detailed pricing structure, ensuring you receive the value you’re looking for.
Our experienced team are ready to guide you through the process, answering any questions you may have.
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Workpapers Sorted Features

Workpapers Sorted supports you to deliver workpapers for Business Entities, Trusts, Partnerships and Individuals.
Choose from over 70+ customisable workpaper templates or upload your own.
Workpapers Sorted's automation seamlessly integrates with all workpaper templates, including your own.

Import client data, including ABN, address, and contact details, as well as group information from Xero Practice Manager into Workpapers Sorted.
Automatically generate relationship charts based on data from XPM so you can manually add relationships and sync updates back to XPM
Import ledger data from Xero directly into your Workpapers Sorted dashboard
Workpapers Sorted structures and presents financial data for ease of use
Workpapers Sorted automatically compares financial data with amount and percentage variances
Workpapers Sorted recognises and extracts data from your source document straight into your workpaper
Source documents are securely imported and stored in Cloudoffis.

Add journals in Workpapers Sorted and push them directly to Xero.
Re-import updated financial data from Xero with ease. New, updated, and deleted items are flagged when you re-import.
View general ledger transaction details for each line item with one click.
Search and filter transactions within the general ledger for quick reference.
Access the complete general ledger with a single click.
Upload, organise, and tag documents directly to relevant workpapers and accounts for streamlined document management.

Access workpapers, documents, and queries at the line-item level for easy, efficient review.
Coming soon - Review feature to simplify feedback to and from managers
Cloudoffis' report package generates a comprehensive final spreadsheet that includes the Profit & Loss statement, Balance Sheet, Trial Balance, General Ledger, and all prepared workpapers for future reference.
Store all workpaper and supporting documentation in one place for future reference and audit

Monitor job progress by status
Organise and track jobs using customisable labels
Customise column preferences across client lists, workflows and DMS
Filter, sort, and export client reports to Excel with ease

Display setting allowing you to switch between light and dark modes and personalising the colour of your screen

Prices are in AUD and include GST. All subscriptions are for a period of 12 months and will automatically renew at the end of the term. A 60-day notice will be provided for any price changes. Either party may cancel with a 30-day notice. Workpapers will be billed based on actual usage, invoiced at the end of each month.