Stop guessing about your finances. SortBooks's AI CFO reads your live Xero data and answers in plain English, from profit and spending trends to who owes you money. Plus a weekly CFO brief by email.
Everything you need for automated bookkeeping - built into one platform.
Type a question in plain English and get an answer built from your Xero data. 'Am I profitable this month?' 'Who owes me money?' 'What bills are due?' Every dollar figure is checked against Xero.
On Scale and above, get a 3-month cash forecast built from your last 3 months of Xero P&L and today's bank balance.
Ask how your spending is trending month to month and where your money goes, without reading spreadsheets.
Check your profit by month and compare periods, using the P&L in your Xero account.
A short email each week with how your business is tracking, so you stay across your numbers without logging in.
See which customers owe you money and which bills are coming up, straight from your Xero invoices and bills.
Anything about your finances. Common questions include: 'What's my cash flow situation?', 'Which expenses increased the most?', 'Am I profitable this month?', 'Who owes me money?'. The AI CFO uses your live Xero data and checks every dollar figure against it. Growth includes 5 questions a day and Scale up to 300 a month.
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 Xero connection is made through Xero's official OAuth sign-in and your tokens are encrypted with AES-256-GCM. To answer a question, the relevant figures are sent to OpenAI for processing, as set out in our privacy policy. The AI CFO only reads your data and never changes anything in Xero.
No. It gives you quick answers about your numbers at a fraction of the cost of a CFO. For big decisions, fundraising or audit preparation, you'll still want a human adviser.
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.