SortBooks automates Xero bookkeeping for American SMBs. Multi-state sales tax tracking, 1099 preparation, IRS-compliant record keeping and real-time financial dashboards.
SortBooks suggests the right Sales Tax + Federal code with every account change, so your figures for IRS are easier to check.
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, and you approve every change.
AI suggests the right account for transactions sitting in catch-all accounts like General Expenses, learning from your own past coding. You approve it, SortBooks updates Xero, GST code included.
See which transactions match invoices and bills, then reconcile in Xero in a click. Reconciled transactions are locked by Xero, so SortBooks keeps those with an Open in Xero link.
P&L, cash flow, and balance sheet updated live from Xero. Actionable insights without waiting for your accountant.
A quarterly GST/VAT estimate on Growth and above, for you to check before you lodge. GST codes are written back to Xero with every approved change.
Ask about your P&L, trends, cash, who owes you and bills in plain English, using live Xero data. Every dollar figure is checked against Xero. Plus a weekly CFO brief by email.
256-bit AES encryption for your Xero connection and secure Xero OAuth, so we never see your Xero password. Nothing is written to Xero until you approve it.
Pricing
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.
For sole traders who want their Xero coding sorted
or US$240/year (2 months free)
Try Free for 14 Days14-day free trial. Cancel before day 15 and pay nothing.
Tidy books plus an AI CFO for your questions
or US$490/year (2 months free)
Try Free for 14 Days14-day free trial. Cancel before day 15 and pay nothing.
For growing businesses with more than one entity
or US$1,490/year (2 months free)
Try Free for 14 Days14-day free trial. Cancel before day 15 and pay nothing.
For bookkeepers and accountants managing client files
includes 10 clients, then US$19/client/month. Yearly: US$2,990 + US$190/client
Try Free for 14 Days14-day free trial. Cancel before day 15 and pay nothing.
AI suggests the right account, you approve it, SortBooks updates Xero. Connects in 2 minutes. Try it free for 14 days. Cancel any time before it ends.