Stop guessing about your finances. SortBooks's AI CFO reads your real-time Xero data and gives you actionable financial intelligence - cash flow forecasts, spending analysis, profitability insights and strategic recommendations in plain English.
Everything you need for automated bookkeeping - built into one platform.
Type a question in plain English and get instant, data-backed answers. 'Am I profitable this month?' 'Which client is most profitable?' 'Can I afford to hire?' - your AI CFO knows.
See where your cash is going and predict future cash positions. SortBooks analyses your income and expense patterns to forecast your runway and flag potential cash flow gaps.
Automatically identifies spending trends, flags unusual expenses and recommends cost savings. Know exactly where your money goes without reading spreadsheets.
Break down profitability by client, project, product line or time period. Understand which parts of your business make money and which don't.
Never miss a BAS, VAT or tax deadline again. SortBooks tracks your obligations, estimates what you'll owe and alerts you well before due dates.
Generate professional financial reports in one click. P&L, balance sheet, cash flow statement - formatted and ready for investors, board meetings or your accountant.
Anything about your finances. Common questions include: 'What's my cash flow situation?', 'Which expenses increased the most?', 'Am I profitable this month?', 'Can I afford to hire?', 'When is my next BAS due?'. The AI CFO uses your real Xero data to give specific, actionable answers.
Xero gives you reports - SortBooks gives you insights. Instead of reading a P&L statement and interpreting it yourself, you ask a question in plain English and get a clear answer with recommendations. It's the difference between data and intelligence.
Yes. Your data never leaves our infrastructure. The AI processes your financial context within our SOC 2-compliant environment. We use your data solely to answer your questions - it's never used to train models or shared with anyone.
For most SMBs, yes. SortBooks provides the financial analysis, forecasting and recommendations that a CFO would - at a fraction of the cost. For complex situations like M&A, fundraising, or audit preparation, you may still want human expertise.
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.