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