SortBooks connects to your Xero account and finds transactions sitting in catch-all accounts like General Expenses. AI suggests the right account for each one, learning from your own past coding. You approve it and SortBooks writes the change back to Xero.
Everything you need for automated bookkeeping - built into one platform.
Secure OAuth connection to your Xero account. SortBooks reads your chart of accounts and transaction history, then starts suggesting categories for you to approve.
AI suggests a category for every transaction, based on your own chart of accounts and past coding. Nothing changes in Xero until you approve it, and it learns from every approval.
See which transactions match invoices and bills, then reconcile in Xero in a click. Reconciled transactions are locked by Xero, so SortBooks keeps those with an Open in Xero link.
Every approved change is written back to Xero with the right GST or VAT code. Growth and above get a quarterly GST/VAT estimate to check before you lodge.
See your P&L, trends and cash position from live Xero data. No more waiting for month-end reports.
Ask questions about your finances in plain English, answered from live Xero data: P&L, trends, cash, who owes you, bills and KPIs. Every dollar figure is checked against Xero.
SortBooks uses Xero's official OAuth 2.0 API. You click 'Connect Xero', authorise access, and SortBooks starts reading your transactions and chart of accounts straight away. 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 learns from your existing coding, so its suggestions follow the way your business already works. You approve every suggestion before it reaches Xero, and it learns from each approval.
Absolutely. You can use SortBooks for the day-to-day categorisation, and on Growth and above give your bookkeeper or accountant read-only access to review the books.
SortBooks writes the right GST or VAT code back to Xero with every change you approve. Growth and above also get a quarterly GST/VAT estimate to check before you lodge. It's an estimate, not a lodgement figure, so your BAS or VAT return is still prepared and filed in Xero.
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.