Trusted By 65,000 Professionals

Workiro Customers

Always Be Ready for Insolvency Audits.
Prove the Whole Case, On Demand.

Every decision, document, communication, and approval captured automatically – so you can answer auditors fast and confidently.

Audits Before

An urgent scramble to reconstruct the case.

• Evidence across inboxes, folders & drives

• Hard to prove who did what, when — and why

• No context around key decisions & approvals

• Audit prep steals days from live casework

Audits After

1 inspection-ready case file – ready by default.

• Every action and file logged to the case timeline

• Decisions & approvals captured with full context

• Instantly search across all evidence, notices & correspondence (including PDFs)

• Produce audit packs fast – no rework

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Workflow diagram showing document request via no-password secure link for client onboarding, with active threads and recent documents logged and filed against client as a single source of truth.

Complete Version Control on Documents

Workiro stores all versions of statutory reports, notices, schedules, valuations, statements, and internal reviews.

Every update is timestamped, making audit verification effortless.

“It’s the little things that add up. Workiro saves me hours every week - hours I used to waste finding emails, chasing signatures, or duplicating work.”

A Workiro customer

Ben Symons
Director At Serenity Accounting & Bookkeeping

£40k+

A year in reclaimed in time

~50%

Less Xero PM admin time

A 98.4% Support Rating Over Last 120,367 Tickets

Free migration for eligible firms – book a demo for qualification

Workflow for AML / KYC document collection

All Your Evidence Stored in One Place

Conflict searches, anti-money-laundering check documentation, risk assessments, and statutory checklists all live within Workiro’s threaded conversations.

Meaning you no longer need days to assemble evidence; it's already organised, complete, and inspection-ready.

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Workflow for centralising all verification evidence

Maintain Full Visibility of Financial Evidence

Receipts, payments, valuations, banking records, reconciliations, and journals are all stored in structured, dedicated sections.

Auditors can follow every financial movement from start to finish without searching through disconnected folders.

“It all stays in one place. People know they need to look at it because it’s got their name on it.”

A Workiro customer

Susan Rickerby
Director, Lloydbottoms Chartered Accountants

15

years of documents now in the cloud

0

client logins now required for signing

Workflow for giving clients a secure document portal without logins

Track Every Task, Deadline, and Decision

Whether it’s issuing a notice, preparing a progress report, completing a distribution, or conducting an internal review.

Workiro tracks each step with full ownership and reminders, reducing the risk of missed statutory requirements.

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