Cloudoffis, Australia’s leading cloud-based technology provider for accounting and SMSF advisory firms, today announced new integrations between its Workpapers Sorted platform and QuickBooks and MYOB, significantly expanding access to its AI-powered workpapers solution across the accounting industry.
The integrations mark a major step in opening the platform to a broader segment of firms, enabling seamless connectivity between client financial data and workpapers, regardless of core accounting software.
John Munden, Chief Strategy Officer at Cloudoffis, said the update reflects growing demand for more flexible, connected solutions across the profession.
“Firms operate across a range of accounting platforms, and they need technology that works across that ecosystem,” Munden said.
“By integrating with QuickBooks and MYOB, we’re making Workpapers Sorted accessible to a much larger portion of the market, while maintaining the automation and consistency our clients rely on.”
Available now, the integrations will enable firms to automatically bring financial data into Workpapers Sorted, reducing manual handling and improving accuracy across preparation and review processes.
Alongside the new integrations, Cloudoffis has also released a new workflow module designed to give firms greater control over how work moves through their practice.
The feature allows practices to customise workflow stages and introduces automation triggers based on job status changes, helping teams reduce manual coordination and ensure work progresses efficiently between preparation and review.
“Every firm has its own way of working, and technology needs to adapt to that,” Munden said.
“This is about giving practices the flexibility to design workflows around their processes, while using automation to remove friction and improve consistency.”
The updates build on the continued evolution of Workpapers Sorted as a fully connected, AI-powered workpapers ecosystem, integrating data sources, automating manual processes and improving visibility across accounting and advisory workflows.
“We’re focused on building a platform that supports firms at every stage of the workflow – from data capture through to review and completion,” Munden said.
“These enhancements are another step towards delivering a more connected, scalable and efficient way for firms to operate.”