Your AI CFO - Powered by Xero Data
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.
How It Works
Everything you need for automated bookkeeping - built into one platform.
Ask Anything About Your Finances
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.
Cash Flow Forecasting
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.
Expense Intelligence
Automatically identifies spending trends, flags unusual expenses and recommends cost savings. Know exactly where your money goes without reading spreadsheets.
Profitability Analysis
Break down profitability by client, project, product line or time period. Understand which parts of your business make money and which don't.
Tax Deadline Alerts
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.
Board-Ready Reports
Generate professional financial reports in one click. P&L, balance sheet, cash flow statement - formatted and ready for investors, board meetings or your accountant.
Who Uses SortBooks
Frequently Asked Questions
What can I ask the AI CFO?
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.
How is this different from Xero's built-in reports?
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.
Is my financial data safe when using the AI CFO?
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.
Does the AI CFO replace a real CFO?
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.
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.
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