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.

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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

Pricing

Less than your weekly coffee

Start with a 14-day free trial. Upgrade when you grow. No lock-in contracts.

Solo

$19/month

Save 8+ hours/week on bookkeeping

  • 1 Xero organisation
  • Up to 200 transactions/month
  • AI categorises every transaction for you
  • P&L reports generated automatically
  • Email support
  • 14-day free trial, no card needed
Try Free for 14 Days
Most Popular

Growth

$49/month

Your bookkeeper replacement for $49/month

  • 1 Xero organisation
  • Up to 1,000 transactions/month
  • 97%+ accurate AI categorisation
  • Ask your AI CFO anything (5/day)
  • BAS/GST/VAT reports done for you
  • Email support
  • 14-day free trial, no card needed
Try Free for 14 Days

Scale

$149/month

Replace $2,000/month bookkeeping for $149

  • Up to 3 Xero organisations
  • Up to 5,000 transactions/month
  • Premium AI (learns your chart of accounts)
  • Unlimited AI CFO questions
  • Cash flow forecasting included
  • Priority support
  • 14-day free trial, no card needed
Try Free for 14 Days

Practice

$299/month

Manage 100+ clients. Free your team for advisory.

  • Unlimited Xero organisations
  • Unlimited transactions
  • Premium AI across all clients
  • Unlimited AI CFO for every client
  • White-label reports (your brand)
  • Multi-client dashboard
  • Dedicated support
  • 14-day free trial, no card needed
Try Free for 14 Days

Your bookkeeper costs $2,000/month.
SortBooks costs $49.

97% accurate. Works 24/7. Connects to Xero in 2 minutes. Try it free for 14 days, no card needed.

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