Digital Agencies & Consultancies + Canada

AI Bookkeeping for Digital Agencies & Consultancies in Canada

SortBooks automates Xero bookkeeping for digital agencies & consultancies businesses across Canada. Full GST/HST/PST/QST compliance with CRA, industry-specific automation and real-time financial reporting - purpose-built for Canada's digital agencies & consultancies sector.

Start 14-Day Trial

Bookkeeping Challenges for Digital Agencies & Consultancies in Canada

Tracking profitability per client is hard

SortBooks solves this with AI automation that understands Canada's GST/HST/PST/QST requirements for digital agencies & consultancies businesses.

Retainer vs project billing complexity

SortBooks solves this with AI automation that understands Canada's GST/HST/PST/QST requirements for digital agencies & consultancies businesses.

Contractor and freelancer payments

SortBooks solves this with AI automation that understands Canada's GST/HST/PST/QST requirements for digital agencies & consultancies businesses.

Scope creep means revenue leaks

SortBooks solves this with AI automation that understands Canada's GST/HST/PST/QST requirements for digital agencies & consultancies businesses.

Industry-Specific Features

  • Client-level profitability tracking
  • Retainer and project revenue recognition
  • Contractor 1099/invoice management
  • Expense allocation by client
  • Cash flow forecasting by project
  • Utilisation and margin reporting

Canada Compliance

  • GST/HST automatic categorisation
  • Provincial tax tracking (PST, QST)
  • CRA-ready GST/HST return reports
  • T2 Corporation Tax preparation support
  • Input Tax Credit (ITC) tracking
  • Multi-province compliance
“Knowing which clients are profitable and which aren't used to take my accountant a month. SortBooks shows me in real-time. We've already dropped two unprofitable retainers.”

Chris Aldridge

Founder, Aldridge Digital Agency

Pricing

Less than your weekly coffee

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

Solo

$19/month

Save 8+ hours/week on bookkeeping

  • 1 Xero organisation
  • Up to 200 transactions/month
  • AI categorises every transaction for you
  • P&L reports generated automatically
  • Email support
  • 14-day free trial, no card needed
Try Free for 14 Days
Most Popular

Growth

$49/month

Your bookkeeper replacement for $49/month

  • 1 Xero organisation
  • Up to 1,000 transactions/month
  • 97%+ accurate AI categorisation
  • Ask your AI CFO anything (5/day)
  • BAS/GST/VAT reports done for you
  • Email support
  • 14-day free trial, no card needed
Try Free for 14 Days

Scale

$149/month

Replace $2,000/month bookkeeping for $149

  • Up to 3 Xero organisations
  • Up to 5,000 transactions/month
  • Premium AI (learns your chart of accounts)
  • Unlimited AI CFO questions
  • Cash flow forecasting included
  • Priority support
  • 14-day free trial, no card needed
Try Free for 14 Days

Practice

$299/month

Manage 100+ clients. Free your team for advisory.

  • Unlimited Xero organisations
  • Unlimited transactions
  • Premium AI across all clients
  • Unlimited AI CFO for every client
  • White-label reports (your brand)
  • Multi-client dashboard
  • Dedicated support
  • 14-day free trial, no card needed
Try Free for 14 Days

Automate bookkeeping for your Canada digital agencies & consultancies business

Join thousands of digital agencies & consultancies businesses using SortBooks across Canada.

Start 14-Day Trial

Digital Agencies & Consultancies Bookkeeping by City in Canada

TorontoVancouverMontrealCalgaryOttawa