Accounting Firms + Wellington

AI Bookkeeping for Accounting Firms in Wellington

SortBooks automates Xero bookkeeping for accounting firms businesses in Wellington. Stop wrestling with GST coding and manual data entry. AI suggests the right account for each transaction, you approve it, and SortBooks updates Xero, so you can focus on running your Wellington accounting firms business.

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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 approve AI suggestions

Tailored for accounting firms businesses operating in Wellington, Wellington.

Month-to-date figures for every client on one page

Tailored for accounting firms businesses operating in Wellington, Wellington.

Client data quality scoring

Tailored for accounting firms businesses operating in Wellington, Wellington.

AI CFO questions pooled across clients

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 helps your accounting firms business in Wellington keep its GST coding right in Xero, so your figures for IRD are easier to check.

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.

Ready to automate bookkeeping for your Wellington 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

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