Works with Xero

AI Accounting Agent for Small Business

An intelligent accounting agent that handles your entire financial workflow. SortBooks connects to Xero and autonomously manages transaction categorisation, bank reconciliation, tax tracking and financial reporting - so you can focus on growing your business.

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How It Works

Everything you need for automated bookkeeping - built into one platform.

Full-Stack Accounting Automation

From bank feed ingestion to financial reporting - the AI accounting agent handles every step of the accounting workflow. No manual data entry, no spreadsheets, no month-end panic.

Intelligent Document Processing

Upload receipts, invoices and bills. The agent extracts data, matches to existing transactions, categorises correctly and files in Xero - all automatically.

Multi-Jurisdiction Tax Compliance

Whether it's GST in Australia, VAT in the UK, HST in Canada or sales tax in the US - the agent tracks the correct tax treatment for every transaction in every jurisdiction.

Anomaly Detection

The agent flags unusual transactions, duplicate payments, missing invoices and potential fraud. Proactive financial oversight without manual review of every line item.

Accountant-Ready Outputs

Generate trial balances, financial statements and tax reports that your accountant can use directly. Clean, organised data that reduces their time and your fees.

Works with Xero

Purpose-built for Xero - the world's most popular small business accounting platform. Native integration, real-time sync and full compatibility with your existing Xero setup.

Who Uses SortBooks

SMBs spending too much time on manual accounting
Businesses looking to reduce accounting costs by 80%
Companies with high transaction volumes that overwhelm manual processes
Multi-location businesses needing consistent accounting across sites
Accounting firms wanting to automate client accounting at scale
Startups needing clean books without hiring an accountant

Frequently Asked Questions

What's the difference between an AI accounting agent and accounting software?

Accounting software like Xero gives you tools to do accounting manually. An AI accounting agent does the accounting for you. SortBooks connects to Xero and autonomously handles categorisation, reconciliation and reporting - you review and approve rather than doing the work.

Can an AI agent really replace a bookkeeper?

For most SMBs, yes. SortBooks handles the repetitive work that bookkeepers spend 80% of their time on - categorising transactions and reconciling bank feeds. Many businesses save $500-$2,000/month by switching from a traditional bookkeeper to SortBooks.

How does the AI agent learn my business?

When you connect Xero, the agent analyses your transaction history, chart of accounts and existing categorisation patterns. It builds a model specific to your business. Every correction you make refines this model, so accuracy improves continuously.

Is my financial data secure with an AI agent?

Extremely. SortBooks is SOC 2 compliant with 256-bit AES encryption. Your Xero tokens are encrypted at rest. We never store banking credentials. Your data is isolated from other customers in separate tenant environments with no cross-tenant access.

Simple pricing

Less Than Your Weekly Coffee Budget

Start free and upgrade as you grow. No hidden fees, no lock-in contracts.

Starter

$0forever

For sole traders getting started with AI bookkeeping

  • Connect 1 Xero organisation
  • AI transaction categorisation
  • Up to 100 transactions/month
  • Basic financial dashboard
  • Email support
Start Free
Most Popular

Professional

$49/month

For growing businesses that need full automation

  • Connect up to 3 Xero organisations
  • Unlimited transactions
  • Automated bank reconciliation
  • AI CFO chat & insights
  • BAS/VAT compliance reports
  • Cash flow forecasting
  • Priority support
Start Free Trial

Enterprise

$299/month

For accountants and multi-entity businesses

  • Unlimited Xero organisations
  • Unlimited transactions
  • Everything in Professional
  • Multi-entity consolidation
  • Custom chart of accounts AI training
  • API access
  • Dedicated account manager
  • Custom integrations
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Ready to Stop Doing Bookkeeping Manually?

Connect your Xero account in 2 minutes and let SortBooks take over. Start with our free plan - no credit card required.

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