An accounting agent that takes the grunt work out of your Xero coding. SortBooks connects to Xero, suggests categories and GST codes, offers reconciliation suggestions and answers questions about your numbers, so you can focus on growing your business.
Everything you need for automated bookkeeping - built into one platform.
The agent finds transactions in catch-all accounts and prepares the right account and GST code for each. You approve in bulk or one by one, and SortBooks updates Xero.
Suggestions are based on how your business has coded similar transactions before, and the agent learns from every approval.
The agent suggests a tax code from the rates set up in your Xero organisation, and writes it back to Xero with every approved change. Growth and above get a quarterly GST/VAT estimate.
Every change SortBooks makes in Xero is recorded, so you and your accountant can see exactly what was changed and when.
On Growth and above, give your accountant read-only access. Cleaner coding in Xero means less tidy-up work for them.
Built on the official Xero API. SortBooks works with your existing chart of accounts and tax codes, and asks Xero only for the access it needs.
Accounting software like Xero gives you tools to do accounting manually. An AI accounting agent prepares the work for you. SortBooks connects to Xero and suggests categories and GST codes. You review and approve rather than doing the coding yourself.
It can take over much of the repetitive coding work. SortBooks suggests the right account for each transaction and you approve it. Most businesses still have an accountant review their BAS and tax returns.
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 approval and correction you make teaches it more about your business.
Yes. SortBooks connects through Xero's official OAuth sign-in, so we never see your Xero password, and your Xero tokens are encrypted with AES-256-GCM. Nothing is written to Xero until you approve it, every change is logged, and you can export your data or delete your account at any time.
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.