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.
Everything you need for automated bookkeeping - built into one platform.
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.
Upload receipts, invoices and bills. The agent extracts data, matches to existing transactions, categorises correctly and files in Xero - all automatically.
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.
The agent flags unusual transactions, duplicate payments, missing invoices and potential fraud. Proactive financial oversight without manual review of every line item.
Generate trial balances, financial statements and tax reports that your accountant can use directly. Clean, organised data that reduces their time and your fees.
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.
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.
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.
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.
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.
Pricing
Start with a 14-day free trial. Upgrade when you grow. No lock-in contracts.
Save 8+ hours/week on bookkeeping
Your bookkeeper replacement for $49/month
Replace $2,000/month bookkeeping for $149
Manage 100+ clients. Free your team for advisory.
97% accurate. Works 24/7. Connects to Xero in 2 minutes. Try it free for 14 days, no card needed.