Works with Xero

An AI Agent That Runs Your Xero Books

Name: SortBooks
Rating: 4.9 (312 reviews)
Author: SortBooks

SortBooks isn't just a tool - it's an autonomous AI agent that handles your entire Xero bookkeeping workflow. It watches your bank feed, categorises transactions, reconciles payments, tracks tax obligations and flags anything that needs your attention. Your books run themselves.

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How It Works

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

Autonomous Transaction Processing

SortBooks monitors your Xero bank feed continuously. When new transactions appear, the AI agent categorises them, matches them to invoices and reconciles them - without you lifting a finger.

Learns Your Business Rules

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.

Proactive Alerts & Actions

The agent doesn't wait for you to check. It proactively alerts you about unusual transactions, approaching tax deadlines, cash flow concerns and reconciliation discrepancies.

Multi-Entity Management

Running multiple Xero organisations? The AI agent manages all of them from a single dashboard. Each entity gets its own learned model - no cross-contamination.

Continuous Improvement

Every correction you make teaches the agent. It updates its rules, refines its categorisation model and gets better every day. Most businesses reach 99%+ accuracy within weeks.

Accountant Collaboration

Invite your accountant with read-only access. They can review the agent's work, approve reconciliations and export reports - without disrupting the automation.

Who Uses SortBooks

Businesses that want bookkeeping to happen automatically

Owners who don't want to think about transaction categorisation

Accountants looking to automate client bookkeeping at scale

Multi-entity businesses needing consistent, autonomous processing

Fast-growing companies with increasing transaction volumes

Businesses transitioning from manual bookkeeping to automation

Frequently Asked Questions

What does 'AI agent' mean in the context of bookkeeping?

An AI agent is software that acts autonomously on your behalf. Unlike a tool you use manually, SortBooks's agent continuously monitors your Xero bank feed, processes new transactions, makes categorisation decisions, reconciles payments and alerts you only when it needs human input.

How is this different from Xero's bank rules?

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.

Can the AI agent make mistakes?

Yes, but rarely. SortBooks achieves 97%+ accuracy and flags low-confidence categorisations for your review. Every correction teaches the agent, so mistakes become increasingly rare. You always have full visibility and control.

Does the agent work in real-time?

The agent syncs with your Xero bank feed every 15 minutes. New transactions are processed within minutes of appearing in Xero. You can also trigger a manual sync at any time.

Simple pricing