Name: SortBooks
Author: SortBooks

Question 1

How does SortBooks work with Xero?

Accepted Answer

SortBooks connects directly to your Xero account via secure OAuth. It finds transactions sitting in catch-all accounts like General Expenses and suggests the right account for each one, learning from your own past coding. You approve it and SortBooks updates Xero, GST code included.

Question 2

Is my financial data secure?

Accepted Answer

Yes. SortBooks connects through Xero's official OAuth sign-in, so we never see your Xero password, and your Xero tokens are encrypted with AES-256-GCM. Nothing is written to Xero until you approve it.

Question 3

How accurate is the AI categorisation?

Accepted Answer

SortBooks suggests a category for each transaction based on your own past coding, and you approve every suggestion before it reaches Xero. It learns from every approval.

Question 4

How much does SortBooks cost?

Accepted Answer

SortBooks starts at A$35, NZ$39, £19 or US$24 a month for the Solo plan with up to 200 transactions per month. Growth is A$75 (US$49) a month for 1,000 transactions, Scale is A$229 (US$149) a month for up to 3 organisations and 5,000 transactions, and Practice is A$459 (US$299) a month for accountants, including 10 client organisations and unlimited transactions. Pay yearly and get 2 months free. Every plan has a 14-day free trial: cancel before day 15 and you pay nothing.

Question 5

Can SortBooks replace my bookkeeper?

Accepted Answer

For many SMBs it takes care of the day-to-day coding. SortBooks suggests the right account and GST code, you approve it, and it updates Xero. The AI CFO answers questions about your numbers. Most businesses still have an accountant review their tax returns and BAS.

AI Bookkeeping for Professional Services

The Bookkeeping Challenges Professional Services Face

How SortBooks Solves Them

Less than your weekly coffee

Solo

Growth

Scale

Practice

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