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.

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 reconciliation across all clients
  • Automated month-end close process
  • Client data quality scoring
  • White-label reporting
  • Practice analytics and efficiency metrics

New Zealand Compliance

  • Automatic GST categorisation (15% standard rate)
  • GST return-ready reports (1, 2 or 6-monthly)
  • IRD-compliant record keeping
  • NZBN tracking
  • Provisional tax calculations
  • ACC levy tracking
We manage 200+ Xero clients. SortBooks's Enterprise plan let us scale from 3 bookkeepers to 1 handling the same volume. The ROI is extraordinary.

Michelle Adams

Partner, Adams & Co Chartered Accountants

Pricing

Less than your weekly coffee

Start with a 14-day free trial. Upgrade when you grow. No lock-in contracts.

Starter

$49/month

For sole traders and small businesses getting started

  • 1 Xero organisation
  • Up to 500 transactions/month
  • AI transaction categorisation
  • Basic BAS/VAT reports
  • Email support
  • 14-day free trial
Start 14-Day Trial
Most Popular

Professional

$149/month

For growing businesses that need full automation

  • Up to 3 Xero organisations
  • Unlimited transactions
  • AI transaction categorisation
  • AI CFO chat and insights
  • Full BAS/VAT compliance reports
  • Cash flow forecasting
  • Priority support
  • 14-day free trial
Start 14-Day Trial

Enterprise

$399/month

For accountants and multi-entity businesses

  • Unlimited Xero organisations
  • Everything in Professional
  • White-label reports
  • Multi-client dashboard
  • Dedicated account manager
  • 14-day free trial
Start 14-Day Trial

Automate bookkeeping for your New Zealand accounting firms business

Join thousands of accounting firms businesses using SortBooks across New Zealand.

Accounting Firms Bookkeeping by City in New Zealand