Nonprofits & Charities + United States

AI Bookkeeping for Nonprofits & Charities in United States

SortBooks automates Xero bookkeeping for nonprofits & charities businesses across United States. Full Sales Tax + Federal compliance with IRS, industry-specific automation and real-time financial reporting - purpose-built for United States's nonprofits & charities sector.

Bookkeeping Challenges for Nonprofits & Charities in United States

Tracking funds across grants and programs

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal requirements for nonprofits & charities businesses.

Donor reporting requirements

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal requirements for nonprofits & charities businesses.

Audit compliance and transparency

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal requirements for nonprofits & charities businesses.

Limited budget for finance staff

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal 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

United States Compliance

  • Multi-state sales tax tracking
  • 1099 contractor payment tracking
  • IRS Schedule C preparation support
  • Quarterly estimated tax calculations
  • State-specific compliance (B&O, franchise tax, etc.)
  • Payroll tax reconciliation
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.

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 United States nonprofits & charities business

Join thousands of nonprofits & charities businesses using SortBooks across United States.

Nonprofits & Charities Bookkeeping by City in United States