Built for Professional Services

AI Bookkeeping for Professional Services

SortBooks automates Xero bookkeeping for law firms, accounting practices, architects and engineering firms. Time-based billing reconciliation and WIP tracking.

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The Bookkeeping Challenges Professional Services Face

WIP and unbilled revenue tracking
Trust account compliance
Partner distribution calculations
Timesheet-to-invoice reconciliation

How SortBooks Solves Them

WIP and unbilled revenue tracking
Trust/escrow account reconciliation
Partner profit distribution
Timesheet-to-invoice matching
Disbursement tracking and recovery
Practice management integration
“Trust account compliance is non-negotiable for law firms. SortBooks reconciles our trust account daily and flags any discrepancies immediately. Peace of mind.”

Andrew Barrett

Managing Partner, Barrett Law

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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