SortBooks automates Xero bookkeeping for UK SMBs. Making Tax Digital (MTD) compliant VAT reporting, automated reconciliation and HMRC-ready financial submissions.
SortBooks understands HMRC requirements and keeps your VAT + MTD obligations on track automatically.
Platform
From transaction categorisation to CFO-level insights. One platform, fully automated.
Our AI learns your chart of accounts and categorises every transaction with 97%+ accuracy. It gets smarter with every correction.
Bank transactions matched to invoices, bills and payments automatically. Reconciliation happens in real-time, not month-end.
P&L, cash flow, and balance sheet updated live from Xero. Actionable insights without waiting for your accountant.
BAS, VAT, GST, MTD - tracked automatically across every transaction. Generate compliance-ready reports with one click.
Ask anything about your finances in plain English. Cash flow forecasts, spending analysis, and strategic recommendations on demand.
256-bit AES encryption, SOC 2 compliance, and secure Xero OAuth. We never store your banking credentials.
Pricing
Start with a 14-day free trial. Upgrade when you grow. No lock-in contracts.
Save 8+ hours/week on bookkeeping
Your bookkeeper replacement for $49/month
Replace $2,000/month bookkeeping for $149
Manage 100+ clients. Free your team for advisory.
97% accurate. Works 24/7. Connects to Xero in 2 minutes. Try it free for 14 days, no card needed.