AI Bookkeeping for Wellington Businesses
Wellington SMBs automate Xero bookkeeping with SortBooks. AI-powered categorisation, GST compliance and IRD-ready reporting for businesses across the capital.
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.
Also available in
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
Trusted by SMBs
What Wellington Business Owners Say
“Between wholesale and retail, my transaction types vary wildly. SortBooks nails the categorisation every time.”
Sam Henare
Owner, Cuba Street Coffee Roasters · Wellington, NZ
“SortBooks cut my bookkeeping time from 8 hours a week to under 30 minutes. I finally have my weekends back.”
Sarah Chen
Owner, Bondi Physiotherapy · Sydney, AU
“Switched from a traditional bookkeeper and saved $1,200 a month. The AI just gets our transactions right.”
James Nguyen
Director, Nguyen & Co Consulting · Melbourne, AU
4.9/5
Average rating
2,500+
SMBs automated
97%
Categorisation accuracy
Ready to Automate Your Wellington Business Bookkeeping?
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 · Setup in under 2 minutes · Cancel anytime