Roberts + Morrow
Custom Excel Work Papers with Class Super API Integration
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:
- 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 Customizations: Built on modern architecture, the solution can be easily updated as new data endpoints become available, ensuring long-term scalability.
Key Features
OAuth 2 Integration
Secure authentication with Class Super API, replacing incompatible legacy VB macros
Automated Data Entry
The solutioncisely where it''s needed in Roberts + Morrow's work papers'
Performance Optimized
Improved speed and reliability compared to previous manual processes
"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:
- Navigate complex authentication requirements (OAuth 2)
- Build robust Excel add-ins using modern C# architecture
- Handle sensitive financial data with appropriate security measures
- Deliver customizable solutions that adapt to evolving business needs
