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.
Everything you need for automated bookkeeping - built into one platform.
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.
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. It proactively alerts you about unusual transactions, approaching tax deadlines, cash flow concerns and reconciliation discrepancies.
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.
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.
Invite your accountant with read-only access. They can review the agent's work, approve reconciliations and export reports - without disrupting the automation.
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.
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, 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.
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.
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.