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.

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
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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
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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
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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