SMSF Sorted
Pro

Reimagine your workpaper and end-of-year preparation process through automation, integration, and AI with Sorted Pro

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SMSF Preparations used to be all over the place. Then we got it sorted
OCR alone saves my reviewer between 25% - 40% of review time

Christina Mainey

Business Accountant - Macquarie

Sorted Pro gets you ready for tomorrow.

Al engine for next-gen accounting
  • Intelligent, next-generation document recognition and processing.
  • Automated compliance, review and referencing of key document.
  • Automated wrap statement reconciliation.
  • Plays nice with others-integrates with Class, and BGL.
  • Integrated to Cloudoffis auditor portals-for simple collaboration.
  • Backed by Cloudoffis Al-reads & reconciles data on your behalf.
  • 'Excel like' automated workpapers-for superpowered spreadsheets.
  • Automated compliance checks-get it right the first time, every time.
  • Leverages OCR-reference source document instantly.
  • Bookmarks and links to accounts-no need to rely on memory.
  • Permanent document management-everything in one place.
  • Comprehensive query management-internal and external.
  • Point and sign-off review-workflow with a full audit trail.
  • External management with auditors-share docs & docusign.

Get off to a flying start.

  • On-board today.
  • Fund tomorrow.
  • Focus on what’s next.
Get started

Your time is valuable. Here’s how we save it.

Importing and referencing

SAVE UP TO 2.5 Hours PER FILE

Review work and observations

SAVE UP TO 2 Hours PER FILE

Queries

SAVE UP TO 1.5 Hours PER FILE

Document management & organization

SAVE UP TO 5 Hours PER FILE

Transfer to Auditor

SAVE UP TO 1 Hour PER FILE
The team understands the power of fresh eyes and are always looking for ways to innovate.

Clint Estavilla

Head of Sales

The future
doesn’t wait.

Cloudoffis is ready to go from the moment you login.

Book a Free Demo
15 Mins
In 15-mins, our support team will show you how to get your business ready for tomorrow.

Ready for tomorrow?
Get in touch.

Cloudoffis is ready to go. If you would like to speak to someone, please call us at 1300 979 457.

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    ADDRESS

    • Suite 3, Level 6, 80 George Street, Parramatta, NSW 2150, Australia.

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    SMSF today. Ready for tomorrow.