Built for Freelancers & Sole Traders

AI Bookkeeping for Freelancers

SortBooks automates Xero bookkeeping for freelancers and sole traders. Expense categorisation, invoice matching and a quarterly GST/VAT estimate - starting at $24/month with a 14-day free trial.

Start 14-Day Trial

The Bookkeeping Challenges Freelancers & Sole Traders Face

Mixing personal and business expenses
Forgetting to log deductible expenses
Tax time panic and shoebox receipts
Not knowing if you're actually profitable

How SortBooks Solves Them

Automatic expense categorisation
Business vs personal transaction flagging
Tax deduction identification
Invoice-to-payment matching
Quarterly tax estimation
Simple profit and loss dashboards

Pricing

Less than your weekly coffee

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.

Solo

For sole traders who want their Xero coding sorted

US$24/month

or US$240/year (2 months free)

Try Free for 14 Days
  • 1 Xero organisation
  • Up to 200 transactions/month reviewed by AI
  • AI suggests a category for every transaction. You approve it.
  • Approved changes written back to Xero
  • P&L and balance sheet from your Xero data
  • Email support

14-day free trial. Cancel before day 15 and pay nothing.

Growth

Most Popular

Tidy books plus an AI CFO for your questions

US$49/month

or US$490/year (2 months free)

Try Free for 14 Days
  • 1 Xero organisation
  • Up to 1,000 transactions/month reviewed by AI
  • Learns from every approval
  • Ask your AI CFO about your numbers (5 questions/day)
  • Quarterly GST/VAT estimate to check before you lodge
  • Read-only access for your accountant

14-day free trial. Cancel before day 15 and pay nothing.

Scale

For growing businesses with more than one entity

US$149/month

or US$1,490/year (2 months free)

Try Free for 14 Days
  • Up to 3 Xero organisations
  • Up to 5,000 transactions/month reviewed by AI
  • Learns from every approval
  • AI CFO, up to 300 questions/month
  • 3-month cash flow forecast
  • Priority support

14-day free trial. Cancel before day 15 and pay nothing.

Practice

For bookkeepers and accountants managing client files

US$299/month

includes 10 clients, then US$19/client/month. Yearly: US$2,990 + US$190/client

Try Free for 14 Days
  • 10 client organisations included
  • Extra clients US$19/month each
  • Unlimited transactions
  • AI CFO, 100 questions per client/month (pooled)
  • Multi-client dashboard
  • Dedicated support

14-day free trial. Cancel before day 15 and pay nothing.

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

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.

Try Free for 14 DaysBook a Demo
14-day free trialBank-level encryption for your Xero connectionCancel anytime