Built for Accounting Firms
AI Bookkeeping for Accounting Practices
SortBooks helps accounting firms and bookkeepers scale their practice. Multi-client Xero management, automated reconciliation and white-label reporting across your entire client base.
The Bookkeeping Challenges Accounting Firms Face
Manual reconciliation across dozens of clients
Staff capacity limits client growth
Month-end bottlenecks and deadlines
Data quality varies by client
How SortBooks Solves Them
Multi-client dashboard
Bulk reconciliation across all clients
Automated month-end close process
Client data quality scoring
White-label reporting
Practice analytics and efficiency metrics
“We manage 200+ Xero clients. SortBooks's Enterprise plan let us scale from 3 bookkeepers to 1 handling the same volume. The ROI is extraordinary.”
Michelle Adams
Partner, Adams & Co Chartered Accountants
Simple pricing
Less Than Your Weekly Coffee Budget
Start free and upgrade as you grow. No hidden fees, no lock-in contracts.
Starter
$0forever
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
Most Popular
Professional
$49/month
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
$299/month
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