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.

See which payments match which invoices

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
  • Reconciliation suggestions you confirm in Xero
  • Partner profit distribution
  • Timesheet-to-invoice matching
  • Disbursement tracking and recovery
  • Practice management integration

South Africa Compliance

  • VAT categorisation (15% standard rate)
  • Tax codes suggested and written back to Xero with each approved change
  • Provisional Tax (IRP6) support
  • Reconciliation suggestions you confirm in Xero
  • BEE compliance reporting support
  • Foreign currency transaction tracking

Pricing

Less than your weekly coffee

Start with a 14-day free trial. Upgrade when you grow. No lock-in contracts. Prices in US dollars; pay yearly and get 2 months free.

Solo

For sole traders who want their Xero coding sorted

US$24/month

or US$240/year (2 months free)

Try Free for 14 Days
  • 1 Xero organisation
  • Up to 200 transactions/month reviewed by AI
  • AI suggests a category for every transaction. You approve it.
  • Approved changes written back to Xero
  • P&L and balance sheet from your Xero data
  • Email support

14-day free trial. Cancel before day 15 and pay nothing.

Growth

Most Popular

Tidy books plus an AI CFO for your questions

US$49/month

or US$490/year (2 months free)

Try Free for 14 Days
  • 1 Xero organisation
  • Up to 1,000 transactions/month reviewed by AI
  • Learns from every approval
  • Ask your AI CFO about your numbers (5 questions/day)
  • Quarterly GST/VAT estimate to check before you lodge
  • Read-only access for your accountant

14-day free trial. Cancel before day 15 and pay nothing.

Scale

For growing businesses with more than one entity

US$149/month

or US$1,490/year (2 months free)

Try Free for 14 Days
  • Up to 3 Xero organisations
  • Up to 5,000 transactions/month reviewed by AI
  • Learns from every approval
  • AI CFO, up to 300 questions/month
  • 3-month cash flow forecast
  • Priority support

14-day free trial. Cancel before day 15 and pay nothing.

Practice

For bookkeepers and accountants managing client files

US$299/month

includes 10 clients, then US$19/client/month. Yearly: US$2,990 + US$190/client

Try Free for 14 Days
  • 10 client organisations included
  • Extra clients US$19/month each
  • Unlimited transactions
  • AI CFO, 100 questions per client/month (pooled)
  • Multi-client dashboard
  • Dedicated support

14-day free trial. Cancel before day 15 and pay nothing.

Automate bookkeeping for your South Africa professional services business

AI suggests the right account, you approve it, and SortBooks updates Xero. Try it free for 14 days.

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Professional Services Bookkeeping by City in South Africa

JohannesburgCape Town