SortBooks connects to your Xero account and handles your entire bookkeeping workflow automatically. Transaction categorisation, bank reconciliation, tax compliance and financial reporting - powered by AI that learns your business.
Everything you need for automated bookkeeping - built into one platform.
Secure OAuth connection to your Xero account. SortBooks reads your bank feed, chart of accounts and transaction history - then starts categorising automatically.
Our AI learns your specific chart of accounts and categorisation patterns. It starts at 90% accuracy and reaches 97%+ within weeks as it learns your business.
SortBooks matches bank transactions to invoices and bills in Xero automatically. Exact matches are reconciled instantly - partial matches are flagged for your review.
Automatically tracks GST, VAT, and sales tax on every transaction. Generates BAS-ready reports for Australia, MTD-compliant VAT returns for the UK, and IRS-ready summaries for the US.
See your P&L, cash flow and balance sheet update in real-time as transactions flow through Xero. No more waiting for month-end reports.
Ask questions about your finances in plain English. Get cash flow forecasts, expense analysis, profitability insights and strategic recommendations based on your real Xero data.
SortBooks uses Xero's official OAuth 2.0 API. You click 'Connect Xero', authorise access, and SortBooks starts reading your bank feed and chart of accounts immediately. We never see your Xero password.
Yes. SortBooks reads your existing chart of accounts, tax codes and bank feeds. It learns your specific categorisation patterns from your transaction history and applies them to new transactions.
SortBooks achieves 97%+ accuracy on transaction categorisation. The AI starts by learning from your existing data and improves with every correction. Most businesses reach 99%+ within the first month.
Absolutely. Many businesses use SortBooks to handle the daily categorisation and reconciliation, then give their bookkeeper or accountant read-only access to review and approve. It typically reduces bookkeeper hours by 80%.
Yes. SortBooks automatically tracks GST, VAT, and sales tax on every transaction using your Xero tax codes. It generates BAS-ready reports (Australia), MTD-compliant VAT returns (UK), and tax summaries for any jurisdiction.
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.