Scale with Confidence with Intelligent Document Management

Streamline your IPO and set up for scalable growth. Simplify your document management, ensures compliance and data accuracy, integrates seamlessly with NetSuite, and supports long-term success beyond the IPO.

Reduce Complexity. Stay Compliant. Scale Faster.
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Scale with Confidence with Intelligent Document Management

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Streamline your IPO and set up for scalable growth. Simplify your document management, ensures compliance and data accuracy, integrates seamlessly with NetSuite, and supports long-term success beyond the IPO.

Reduce Complexity. Stay Compliant. Scale Faster.

Trusted by over 65,000 professionals

BDO logoPitcher partners logoOFA logoKJG logoUHY logoPKF logoSee Services logo
BDO logoPitcher partners logoOFA logoKJG logoUHY logoPKF logoSee Services logo
BDO logoPitcher partners logoOFA logoKJG logoUHY logoPKF logoSee Services logo
Workiro helps finance teams manage financial data, track every change, and ensure timely approvals - all without switching between multiple tools.

Collaborate Securely with External Stakeholders

Most document systems were built for internal storage, not external collaboration. That’s why sharing with clients, auditors, or third parties often means a mess of portals, permissions, or insecure email attachments.

Workiro is different. It’s designed for real-world business collaboration, where external people are part of the process. Assign tasks, request files, share updates, and track everything - all in one place, no chasing.

Capture Emails and Documents Automatically

If important work lives in inboxes, it’s out of sight and out of control. Most tools rely on manual saving or plugins that people forget to use. That means key emails, decisions, and documents get lost in the shuffle.

Workiro captures and organises everything automatically. No dragging, no tagging, just a complete record, filed and classified as you work.

Track Signatures and Approvals Instantly

Most systems tell you where a document is. Few tell you what’s happening with it. Is it signed? Has the client seen it? Who’s holding things up?

Workiro brings visibility to every document and task. From e-signatures and approvals to due dates and dependencies, you’ll always know the next action, and who owns it.

Seamlessly Integrate with Your Core Systems

Switching between tools kills productivity. SharePoint doesn’t talk to your ERP. Dropbox doesn’t speak to Outlook. That’s why key documents get siloed, duplicated, or lost altogether.

Workiro integrates directly into the systems your team already uses, such as; NetSuite, Salesforce, Tax Calc, CCH and Outlook - so your documents, tasks, and approvals live where the work happens.

Workiro features

Streamlined Document Management

Automatically centralise your documents and emails in the right place, ensuring that all stakeholders have access to the latest versions and approvals. Without the hassle of switching between tools.

Real-Time Financial Data & Seamless Integrations

Seamlessly integrate with your ERP, CRM or PM systems to automatically sync financial data and documents. Monitor performance, access up-to-date financial records, and generate reports in real-time - all from a single source of truth.

Enhanced Security & Access Control

Manage and protect sensitive information with granular access controls and enterprise-grade security. Workiro ensures that only authorised users can access specific documents, reducing the risk of data breaches and ensuring compliance with industry regulations.

Audit and Compliance Tracking

Track every approval, signature, and document change for complete version control and full audit visibility. Workiro makes sure you are always ready for compliance checks and regulatory scrutiny.

Scalable Collaboration for Teams and Third Parties

Collaborate securely with internal teams and external stakeholders such as auditors, investors, and legal advisors. Workiro’s secure document sharing, real-time updates, and task tracking ensure everyone stays aligned, regardless of location, while minimizing email back-and-forth and version confusion.

Custom Workflow Automation

Automate key workflows such as document approvals, task assignments, and financial reporting. Workiro’s customisable workflows ensure that the right people are notified and tasks are completed on time, increasing operational efficiency and reducing delays during IPO preparation and scaling.

Workiro features

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Lots of integrations

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NetSuite colour logoMicrosoft Office suite of products integrate with Workiro document management - logoTurnkey logoTaxCalc, tax
and accountancy software logoIris, cloud applications for accountants logo

NetSuite

Workiro seamlessly unites your documents, tasks, signatures, and conversations inside NetSuite, always secure, instantly searchable, and perfectly linked to the right records. Say goodbye to chasing endless email threads and juggling multiple apps.

Effortlessly capture approvals, manage updates, and keep every action visible and trackable with Shared Threads, so your team stays in control and projects keep moving forward without the back-and-forth.

Book a discovery call to learn more about Workiro and NetSuite.

MS Office

Supercharge your Microsoft 365 experience by embedding Word, Excel, PowerPoint, and Outlook directly into Workiro.

Collaborate in real-time on shared documents, eliminate version confusion, and automate email capture to streamline your workflow.

Turn emails into actionable tasks and maintain a clear audit trail—all within your familiar Microsoft tools.

Book a discovery call to learn more about Workiro and Microsoft Office.

Turnkey

Workiro’s integration with Turnkey IPS transforms how insolvency teams manage cases—boosting efficiency while keeping everything compliant. Sync case lists instantly, capture emails automatically, and track e-signatures in real time, all within your existing IPS setup.

Access records fast, centralise comms, and streamline approvals with automated workflows. With secure document control and a full audit trail, it’s everything you need to cut admin and stay in control.

Book a discovery call to learn more about Workiro and Turnkey.

TaxCalc

Enhance TaxCalc with Workiro to maintain a single, accurate client database. Automatically sync client information, store tax documents with consistent classification, and capture all related emails seamlessly.

Retrieve complete client files in one click, simplifying compliance and client interactions.

Book a discovery call to learn more about Workiro and TaxCalc.

IRIS

Connect IRIS to Workiro to unify client data and communications effortlessly. Automatically sync client records, index documents like Automail templates, and capture emails without manual effort.

Access complete client files instantly, ensuring your team has a consistent and comprehensive view for improved efficiency and compliance.

Book a discovery call to learn more about Workiro and IRIS.

CCH

Workiro’s integration with CCH Central keeps client records, documents, and emails perfectly in sync—no more manual updates or digging through inboxes. CCH files are auto-organised, and emails are captured instantly.

Access full client files in a click, straight from CCH. It’s a faster, smarter way to manage tasks, respond to queries, and stay compliant.

Book a discovery call to learn more about Workiro and CCH.
Every account includes
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Unlimited document storage
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e-signatures
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Over 20 integrations (view all)
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PDF markup
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Instant messaging
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Email management
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User controls

Workiro pricing

Workiro offers affordable pricing making it accessible for businesses of all sizes. Its scalable design supports everything from solo users to large teams with hundreds of employees, growing seamlessly alongside your organisation.

Trust that's proven.

20+ years
hands on experience

We’ve worked with firms in regulated sectors and operated in some of the most demanding environments, including private banks, the NHS, and the military.

Up and running
in 21 days

Workiro integrates into your existing systems, simplifying your tech stack and optimising workflows with no disruption to your operations.

Forget
pricing plans

We offer one straightforward cost, with no hidden fees. Transparent, honest software that works for you.

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Trusted
and secure

Workiro meets or exceeds the highest standards for security and confidentiality, including ISO27001, CSA STAR and GDPR, ensuring your data is always protected as you streamline your systems.

Book a discovery call

Why book a call? Because nothing beats experiencing Workiro in action to truly see how it can transform your business. We customise every demo to your unique needs and are ready to answer all your questions, making sure you get the full picture and real value from day one.
Our promise
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30 minute tailored discussion
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No pushy sales people
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No obligation to proceed