SortBooks finds the transactions sitting in catch-all accounts and suggests the right account for each one. You approve it, SortBooks updates Xero. Then ask the AI CFO anything about your numbers.
14-day free trial. Connects in 2 minutes. You approve every change.
Minutes
To connect your Xero
You approve
Every change before it hits Xero
AES-256
Encryption for your Xero connection
AU, NZ, UK
Works with Xero in these regions
Total Income
$47,230
+12% vs last month
Net Profit
$15,780
+24% vs last month
Cash Balance
$28,940
-3% vs last month
Transactions
AI SuggestedAI CFO
Your cash burn rate is $31,450/month. At current revenue, you have 0.9 months of runway.
Accounts receivable has $12,400 outstanding. Accelerating collections could improve runway to 1.3 months.
Recommendation: Consider reducing cloud services spend or renegotiating your AWS contract.
Ask about your finances...
SendBuilt for small businesses on Xero
Platform
From transaction categorisation to CFO-level insights. One platform, and you approve every change.
AI suggests the right account for transactions sitting in catch-all accounts like General Expenses, learning from your own past coding. You approve it, SortBooks updates Xero, GST code included.
See which transactions match invoices and bills, then reconcile in Xero in a click. Reconciled transactions are locked by Xero, so SortBooks keeps those with an Open in Xero link.
P&L, cash flow, and balance sheet updated live from Xero. Actionable insights without waiting for your accountant.
A quarterly GST/VAT estimate on Growth and above, for you to check before you lodge. GST codes are written back to Xero with every approved change.
Ask about your P&L, trends, cash, who owes you and bills in plain English, using live Xero data. Every dollar figure is checked against Xero. Plus a weekly CFO brief by email.
256-bit AES encryption for your Xero connection and secure Xero OAuth, so we never see your Xero password. Nothing is written to Xero until you approve it.
Pricing
Start with a 14-day free trial. Upgrade when you grow. No lock-in contracts. Prices in US dollars; pay yearly and get 2 months free.
For sole traders who want their Xero coding sorted
or US$240/year (2 months free)
Try Free for 14 Days14-day free trial. Cancel before day 15 and pay nothing.
Tidy books plus an AI CFO for your questions
or US$490/year (2 months free)
Try Free for 14 Days14-day free trial. Cancel before day 15 and pay nothing.
For growing businesses with more than one entity
or US$1,490/year (2 months free)
Try Free for 14 Days14-day free trial. Cancel before day 15 and pay nothing.
For bookkeepers and accountants managing client files
includes 10 clients, then US$19/client/month. Yearly: US$2,990 + US$190/client
Try Free for 14 Days14-day free trial. Cancel before day 15 and pay nothing.
AI suggests the right account, you approve it, SortBooks updates Xero. Connects in 2 minutes. Try it free for 14 days. Cancel any time before it ends.