The AI Bookkeeper Built for Xero
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.
How It Works
Everything you need for automated bookkeeping - built into one platform.
Connects to Xero in 2 Minutes
Secure OAuth connection to your Xero account. SortBooks reads your bank feed, chart of accounts and transaction history - then starts categorising automatically.
97%+ Categorisation Accuracy
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.
Automated Bank Reconciliation
SortBooks matches bank transactions to invoices and bills in Xero automatically. Exact matches are reconciled instantly - partial matches are flagged for your review.
BAS, VAT & Tax Compliance
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.
Real-Time Financial Dashboards
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.
AI CFO Chat
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.
Who Uses SortBooks
Frequently Asked Questions
How does SortBooks connect to my Xero account?
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.
Will SortBooks work with my existing Xero setup?
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.
How accurate is the AI categorisation?
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.
Can I use SortBooks alongside my existing bookkeeper?
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%.
Does SortBooks handle GST/VAT/BAS reporting?
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.
Simple pricing
Less Than Your Weekly Coffee Budget
Start free and upgrade as you grow. No hidden fees, no lock-in contracts.
Starter
For sole traders getting started with AI bookkeeping
- Connect 1 Xero organisation
- AI transaction categorisation
- Up to 100 transactions/month
- Basic financial dashboard
- Email support
Professional
For growing businesses that need full automation
- Connect up to 3 Xero organisations
- Unlimited transactions
- Automated bank reconciliation
- AI CFO chat & insights
- BAS/VAT compliance reports
- Cash flow forecasting
- Priority support
Enterprise
For accountants and multi-entity businesses
- Unlimited Xero organisations
- Unlimited transactions
- Everything in Professional
- Multi-entity consolidation
- Custom chart of accounts AI training
- API access
- Dedicated account manager
- Custom integrations
Ready to Stop Doing Bookkeeping Manually?
Connect your Xero account in 2 minutes and let SortBooks take over. Start with our free plan - no credit card required.
Free forever plan available · Setup in under 2 minutes · Cancel anytime