Custom Excel Work Papers with Class Super API Integration
Roberts + Morrow needed to continue producing tailored workpapers for its
self-managed super fund clients after changes outside its control left the existing
process unable to retrieve the required information.
CLIENT OUTCOMES
Saved hours of manual data entry for the accounting team.
Reduced the time required to retrieve client information to a fraction of the
previous time.
Improved accuracy by reducing manual handling and rekeying.
Made it easier to prepare workpapers across different financial years without
behind-the-scenes changes.
Preserved the firm's established, tailored way of working while making the
process faster and more reliable.
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Client stories
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Roberts + Morrow
CLIENT
Roberts + Morrow
INDUSTRY
Financial Services / Accounting
SOLUTION TYPE
Excel Add-in with API Integration
TECHNOLOGIES
C# .Net, Excel Open XML, Class Super API, OAuth 2
xelleron
Construction
Finance
Custom Solutions
Contact
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The Challenge
Roberts + Morrow have long relied on custom-built Excel files to generate work papers
for their self-managed super fund (SMSF) clients, with data sourced through Class
Super. However, recent upgrades to Class Super's API made the existing VB-based macro
system incompatible.
The Solution
To address this, we developed a new solution that enables seamless integration with
Class Super via their new OAuth 2 API, ensuring the team can continue delivering
work papers efficiently. The new system offers several key benefits:
Class Super
OAuth 2
XELLERON
Improved Performance
Automated Data Entry
Seamless Year Handling
Excel work papers
Key Features
Excel work papers
OAuth 2 Integration
Secure authentication with Class Super API, replacing incompatible legacy VB macros.
Performance Optimised
Improved speed and reliability compared to previous manual processes.
Automated Data Entry
The solution places data precisely where it's needed in Roberts + Morrow's work
papers.
KEY BENEFITS
Improved Performance
Data is now downloaded in a fraction of the time, significantly speeding up the process
of completing client files.
Seamless Year Handling
The system handles different financial years without manual backend changes,
streamlining the work paper generation process.
Future-Proof Customisations
Built on modern architecture, the solution can be easily updated as new data endpoints
become available, ensuring long-term scalability.
“The team at Xelleron worked with us to provide a seamless integration of Class API data
to excel. The resulting SMSF workpapers are tailored exactly to our needs and will save us
hours of manual data entry. The project process was easy to manage with the team always on
hand to answer queries and provide feedback.”
Ryan Pinkerton
Manager, Roberts + Morrow
Official Class Integration Partner
Xelleron is an official Class Integration Partner, demonstrating our expertise in
financial services integrations and SMSF solutions. This partnership enables us to
deliver seamless integrations with Class Super's API, providing customised solutions
for accounting firms and financial advisors.
Technical Excellence
As an official Class Integration Partner, Xelleron brings deep expertise in financial
services integrations. This project showcases our ability to: