Professional Services + Toronto

AI Bookkeeping for Professional Services in Toronto

SortBooks automates Xero bookkeeping for professional services businesses in Toronto. Stop wrestling with GST/HST/PST/QST compliance and manual data entry - let AI handle your transaction categorisation, bank reconciliation and financial reporting so you can focus on running your Toronto professional services business.

Why Professional Services Businesses in Toronto Struggle with Bookkeeping

Running a professional services business in Toronto means dealing with GST/HST filing, CRA compliance and provincial 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 Toronto professional services business operates.

Trust account compliance

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

Partner distribution calculations

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

Timesheet-to-invoice reconciliation

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

How SortBooks Automates Bookkeeping for Professional Services

Purpose-built features for professional services businesses in Toronto, with full GST/HST/PST/QST compliance for CRA.

WIP and unbilled revenue tracking

Tailored for professional services businesses operating in Toronto, Ontario.

Trust/escrow account reconciliation

Tailored for professional services businesses operating in Toronto, Ontario.

Partner profit distribution

Tailored for professional services businesses operating in Toronto, Ontario.

Timesheet-to-invoice matching

Tailored for professional services businesses operating in Toronto, Ontario.

Disbursement tracking and recovery

Tailored for professional services businesses operating in Toronto, Ontario.

Practice management integration

Tailored for professional services businesses operating in Toronto, Ontario.

Canada Tax Compliance for Professional Services

SortBooks handles all Canada compliance requirements automatically, so your professional services business in Toronto stays on the right side of CRA.

GST/HST automatic categorisation
Provincial tax tracking (PST, QST)
CRA-ready GST/HST return reports
T2 Corporation Tax preparation support
Input Tax Credit (ITC) tracking
Multi-province compliance
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 Toronto professional services business?

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

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