Professional Services + Auckland

AI Bookkeeping for Professional Services in Auckland

SortBooks automates Xero bookkeeping for professional services businesses in Auckland. 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 Auckland professional services business.

Why Professional Services Businesses in Auckland Struggle with Bookkeeping

Running a professional services business in Auckland 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:

WIP and unbilled revenue tracking

SortBooks eliminates this problem with AI-powered automation that learns how your Auckland professional services business operates.

Trust account compliance

SortBooks eliminates this problem with AI-powered automation that learns how your Auckland professional services business operates.

Partner distribution calculations

SortBooks eliminates this problem with AI-powered automation that learns how your Auckland professional services business operates.

Timesheet-to-invoice reconciliation

SortBooks eliminates this problem with AI-powered automation that learns how your Auckland professional services business operates.

How SortBooks Automates Bookkeeping for Professional Services

Purpose-built features for professional services businesses in Auckland, with full GST compliance for IRD.

WIP and unbilled revenue tracking

Tailored for professional services businesses operating in Auckland, Auckland.

Trust/escrow account reconciliation

Tailored for professional services businesses operating in Auckland, Auckland.

Partner profit distribution

Tailored for professional services businesses operating in Auckland, Auckland.

Timesheet-to-invoice matching

Tailored for professional services businesses operating in Auckland, Auckland.

Disbursement tracking and recovery

Tailored for professional services businesses operating in Auckland, Auckland.

Practice management integration

Tailored for professional services businesses operating in Auckland, Auckland.

New Zealand Tax Compliance for Professional Services

SortBooks handles all New Zealand compliance requirements automatically, so your professional services business in Auckland 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
Trust account compliance is non-negotiable for law firms. SortBooks reconciles our trust account daily and flags any discrepancies immediately. Peace of mind.

Andrew Barrett

Managing Partner, Barrett Law

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 Auckland professional services business?

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

Professional Services Bookkeeping in Other Cities

Other Industries in Auckland