Accounting Firms + Wellington

AI Bookkeeping for Accounting Firms in Wellington

SortBooks automates Xero bookkeeping for accounting firms businesses in Wellington. Stop wrestling with GST compliance and manual data entry - let AI handle your transaction categorisation, bank reconciliation and financial reporting so you can focus on running your Wellington accounting firms business.

Why Accounting Firms Businesses in Wellington Struggle with Bookkeeping

Running a accounting firms business in Wellington means dealing with GST returns, IRD compliance and provisional tax on top of your day-to-day operations. Here are the bookkeeping challenges we solve:

Manual reconciliation across dozens of clients

SortBooks eliminates this problem with AI-powered automation that learns how your Wellington accounting firms business operates.

Staff capacity limits client growth

SortBooks eliminates this problem with AI-powered automation that learns how your Wellington accounting firms business operates.

Month-end bottlenecks and deadlines

SortBooks eliminates this problem with AI-powered automation that learns how your Wellington accounting firms business operates.

Data quality varies by client

SortBooks eliminates this problem with AI-powered automation that learns how your Wellington accounting firms business operates.

How SortBooks Automates Bookkeeping for Accounting Firms

Purpose-built features for accounting firms businesses in Wellington, with full GST compliance for IRD.

Multi-client dashboard

Tailored for accounting firms businesses operating in Wellington, Wellington.

Bulk reconciliation across all clients

Tailored for accounting firms businesses operating in Wellington, Wellington.

Automated month-end close process

Tailored for accounting firms businesses operating in Wellington, Wellington.

Client data quality scoring

Tailored for accounting firms businesses operating in Wellington, Wellington.

White-label reporting

Tailored for accounting firms businesses operating in Wellington, Wellington.

Practice analytics and efficiency metrics

Tailored for accounting firms businesses operating in Wellington, Wellington.

New Zealand Tax Compliance for Accounting Firms

SortBooks handles all New Zealand compliance requirements automatically, so your accounting firms business in Wellington stays on the right side of IRD.

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

Ready to automate bookkeeping for your Wellington accounting firms business?

Join thousands of accounting firms businesses using SortBooks to save 10+ hours a week on bookkeeping.

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