SortBooks does the legwork on your Xero coding. It looks through your transactions, finds the ones sitting in catch-all accounts and suggests the right account for each, learning from your own past coding. You approve, and SortBooks writes the change back to Xero.
Everything you need for automated bookkeeping - built into one platform.
SortBooks syncs with Xero in the background. When new transactions land in catch-all accounts, the AI agent suggests a category and queues it for your approval.
The AI agent builds a model of your specific business. It learns which suppliers map to which accounts, how you categorise different transaction types, and applies those rules consistently.
The agent doesn't wait for you to check. A weekly CFO brief lands in your inbox, and you'll be told if your Xero connection needs reconnecting.
Running more than one Xero organisation? Scale covers up to 3 organisations and Practice covers 10 client organisations, with a multi-client dashboard. Each organisation learns from its own coding.
Every approval and correction teaches the agent. It learns from your choices and applies them to similar transactions in future.
On Growth and above, invite your accountant with read-only access so they can review the agent's work and your numbers.
An AI agent is software that does work on your behalf. SortBooks's agent syncs with Xero, reviews transactions in catch-all accounts and prepares a suggested category for each. Nothing is written to Xero until you approve it.
Xero's bank rules are static pattern matching - you create rules manually and they match exact text. SortBooks's AI agent understands context, handles variations, learns from corrections and improves over time. It can categorise transactions it's never seen before.
Yes, which is why nothing reaches Xero until you approve it. Every correction teaches the agent, and every change is recorded in an activity log, so you always have full visibility and control.
SortBooks syncs with Xero in the background on a schedule, and you can trigger a manual sync at any time. New transactions are then ready for review.
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.