Professional Services + South Africa

AI Bookkeeping for Professional Services in South Africa

SortBooks automates Xero bookkeeping for professional services businesses across South Africa. Full VAT compliance with SARS, industry-specific automation and real-time financial reporting - purpose-built for South Africa's professional services sector.

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Bookkeeping Challenges for Professional Services in South Africa

WIP and unbilled revenue tracking

SortBooks solves this with AI automation that understands South Africa's VAT requirements for professional services businesses.

Trust account compliance

SortBooks solves this with AI automation that understands South Africa's VAT requirements for professional services businesses.

Partner distribution calculations

SortBooks solves this with AI automation that understands South Africa's VAT requirements for professional services businesses.

Timesheet-to-invoice reconciliation

SortBooks solves this with AI automation that understands South Africa's VAT requirements for professional services businesses.

Industry-Specific Features

  • WIP and unbilled revenue tracking
  • Trust/escrow account reconciliation
  • Partner profit distribution
  • Timesheet-to-invoice matching
  • Disbursement tracking and recovery
  • Practice management integration

South Africa Compliance

  • VAT categorisation (15% standard rate)
  • SARS VAT201 return preparation
  • Provisional Tax (IRP6) support
  • PAYE reconciliation
  • BEE compliance reporting support
  • Foreign currency transaction 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.

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 South Africa professional services business

Join thousands of professional services businesses using SortBooks across South Africa.

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Professional Services Bookkeeping by City in South Africa

JohannesburgCape Town