SortBooks automates Xero bookkeeping for American SMBs. Multi-state sales tax tracking, 1099 preparation, IRS-compliant record keeping and real-time financial dashboards.
SortBooks understands IRS requirements and keeps your Sales Tax + Federal obligations on track automatically.
New York
650,000+ SMBs 路 New York
Los Angeles
400,000+ SMBs 路 California
Chicago
280,000+ SMBs 路 Illinois
San Francisco
120,000+ SMBs 路 California
Seattle
100,000+ SMBs 路 Washington
Houston
290,000+ SMBs 路 Texas
Dallas
200,000+ SMBs 路 Texas
Miami
320,000+ SMBs 路 Florida
Austin
150,000+ SMBs 路 Texas
Denver
120,000+ SMBs 路 Colorado
Atlanta
180,000+ SMBs 路 Georgia
Boston
95,000+ SMBs 路 Massachusetts
Portland
80,000+ SMBs 路 Oregon
Nashville
110,000+ SMBs 路 Tennessee
Phoenix
200,000+ SMBs 路 Arizona
Philadelphia
130,000+ SMBs 路 Pennsylvania
Minneapolis
65,000+ SMBs 路 Minnesota
San Diego
150,000+ SMBs 路 California
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.