Built for Digital Agencies & Consultancies

AI Bookkeeping for Agencies & Consultants

SortBooks automates Xero bookkeeping for marketing agencies, design studios and consulting firms. Retainer tracking, project profitability and contractor payment management.

Start Free - Connect Your Xero

The Bookkeeping Challenges Digital Agencies & Consultancies Face

Tracking profitability per client is hard
Retainer vs project billing complexity
Contractor and freelancer payments
Scope creep means revenue leaks

How SortBooks Solves Them

Client-level profitability tracking
Retainer and project revenue recognition
Contractor 1099/invoice management
Expense allocation by client
Cash flow forecasting by project
Utilisation and margin reporting
“Knowing which clients are profitable and which aren't used to take my accountant a month. SortBooks shows me in real-time. We've already dropped two unprofitable retainers.”

Chris Aldridge

Founder, Aldridge Digital Agency

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
Start Free
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
Start Free Trial

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
Contact Sales

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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Free forever plan available · Setup in under 2 minutes · Cancel anytime