Nonprofits & Charities + New Zealand

AI Bookkeeping for Nonprofits & Charities in New Zealand

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

Bookkeeping Challenges for Nonprofits & Charities in New Zealand

Tracking funds across grants and programs

SortBooks solves this with AI automation that understands New Zealand's GST requirements for nonprofits & charities businesses.

Donor reporting requirements

SortBooks solves this with AI automation that understands New Zealand's GST requirements for nonprofits & charities businesses.

Audit compliance and transparency

SortBooks solves this with AI automation that understands New Zealand's GST requirements for nonprofits & charities businesses.

Limited budget for finance staff

SortBooks solves this with AI automation that understands New Zealand's GST requirements for nonprofits & charities businesses.

Industry-Specific Features

  • Fund and grant tracking
  • Restricted vs unrestricted income categorisation
  • Donor acknowledgement reports
  • Program-level expense allocation
  • Audit-ready financial statements
  • Board-ready financial summaries

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
With five active grants, fund tracking was a full-time job. SortBooks allocates every transaction to the right fund automatically. Our auditors love the clean data.

Hannah Clarke

Executive Director, Community First Foundation

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 nonprofits & charities business

Join thousands of nonprofits & charities businesses using SortBooks across New Zealand.

Nonprofits & Charities Bookkeeping by City in New Zealand