AI Bookkeeping for US Businesses
SortBooks automates Xero bookkeeping for American SMBs. Multi-state sales tax tracking, 1099 preparation, IRS-compliant record keeping and real-time financial dashboards.
Built for United States Tax Compliance
SortBooks understands IRS requirements and keeps your Sales Tax + Federal obligations on track automatically.
AI Bookkeeping Across United States
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
Everything you need
AI-Powered Bookkeeping, End to End
From transaction categorisation to CFO-level insights - SortBooks handles the full bookkeeping workflow so you don't have to.
AI Transaction Categorisation
Our AI learns your chart of accounts and automatically categorises every transaction in your Xero bank feed with 97%+ accuracy. It gets smarter with every correction.
Automated Bank Reconciliation
SortBooks matches bank transactions to invoices, bills and payments automatically. No more clicking through hundreds of line items - reconciliation happens in real-time.
Real-Time Financial Dashboards
See your P&L, cash flow, and balance sheet in real-time. SortBooks pulls live data from Xero and presents actionable insights - no waiting for month-end reports.
Tax Compliance & BAS/VAT
SortBooks tracks GST, VAT, and sales tax automatically across every transaction. Generate BAS-ready reports, MTD-compliant submissions and tax summaries with one click.
AI CFO & Financial Consulting
Ask SortBooks anything about your finances in plain English. Get cash flow forecasts, spending analysis, profitability insights and strategic recommendations - like having a CFO on demand.
Bank-Grade Security
Your data is protected with 256-bit encryption, SOC 2 compliance, and secure Xero OAuth. We never store your banking credentials - only connect via official APIs.
Simple pricing
Less Than Your Weekly Coffee Budget
Start free and upgrade as you grow. No hidden fees, no lock-in contracts.
Starter
For sole traders getting started with AI bookkeeping
- Connect 1 Xero organisation
- AI transaction categorisation
- Up to 100 transactions/month
- Basic financial dashboard
- Email support
Professional
For growing businesses that need full automation
- Connect up to 3 Xero organisations
- Unlimited transactions
- Automated bank reconciliation
- AI CFO chat & insights
- BAS/VAT compliance reports
- Cash flow forecasting
- Priority support
Enterprise
For accountants and multi-entity businesses
- Unlimited Xero organisations
- Unlimited transactions
- Everything in Professional
- Multi-entity consolidation
- Custom chart of accounts AI training
- API access
- Dedicated account manager
- Custom integrations
Ready to Stop Doing Bookkeeping Manually?
Connect your Xero account in 2 minutes and let SortBooks take over. Start with our free plan - no credit card required.
Free forever plan available 路 Setup in under 2 minutes 路 Cancel anytime