Accounting Firms + New Zealand

AI Bookkeeping for Accounting Firms in New Zealand

SortBooks automates Xero bookkeeping for accounting firms businesses across New Zealand. Full GST compliance with IRD, industry-specific automation and real-time financial reporting - purpose-built for New Zealand's accounting firms sector.

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Bookkeeping Challenges for Accounting Firms in New Zealand

Manual reconciliation across dozens of clients

SortBooks solves this with AI automation that understands New Zealand's GST requirements for accounting firms businesses.

Staff capacity limits client growth

SortBooks solves this with AI automation that understands New Zealand's GST requirements for accounting firms businesses.

Month-end bottlenecks and deadlines

SortBooks solves this with AI automation that understands New Zealand's GST requirements for accounting firms businesses.

Data quality varies by client

SortBooks solves this with AI automation that understands New Zealand's GST requirements for accounting firms businesses.

Industry-Specific Features

  • Multi-client dashboard
  • Bulk approve AI suggestions
  • Month-to-date figures for every client on one page
  • Client data quality scoring
  • AI CFO questions pooled across clients
  • Practice analytics and efficiency metrics

New Zealand Compliance

  • Automatic GST categorisation (15% standard rate)
  • Quarterly GST estimate to check before you file
  • IRD-compliant record keeping
  • NZBN tracking
  • Provisional tax calculations
  • ACC levy tracking

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.

Automate bookkeeping for your New Zealand accounting firms business

AI suggests the right account, you approve it, and SortBooks updates Xero. Try it free for 14 days.

Start 14-Day Trial

Accounting Firms Bookkeeping by City in New Zealand

AucklandWellingtonChristchurch