SortBooks

Name: SortBooks
Author: SortBooks

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This AI-powered bookkeeping solution automates financial management tasks such as transaction categorization, bank feed reconciliation, and report generation within the accounting platform, significantly reducing manual workload and improving accuracy. Its main features include real-time transaction automation with over 97% accuracy, seamless integration with accounting systems, instant bank reconciliation, extensive financial dashboards, and compliance with security standards like SOC 2 and GDPR; it addresses challenges like time-consuming bookkeeping, error-prone manual entry, and delayed financial insights, making it ideal for small to medium-sized businesses, accountants, and bookkeepers seeking efficient, reliable, and intelligent accounting automation.

SortBooks 可以在以下位置找到： Accounting Software 类别。

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细节

定价: $19-$299/mo

消费者类型: B2B

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SortBooks 主要特点

Dashboard
You can see all your financial information in one place with real-time updates.
Easy Setup
Getting started is quick and simple, with connection setup taking only 2 minutes.
Xero Integration
It connects directly with Xero through the official API to fully automate your bookkeeping.
14-Day Free Trial
You can try the service for free for 14 days and it connects in 2 minutes.
Financial Reports
The SaaS generates reports like profit and loss, cash flow, and balance sheets.
Secure and Compliant
It is SOC 2 compliant, uses 256-bit AES encryption, and is GDPR ready to protect your data.
AI-powered Bookkeeping
The system uses AI to automatically manage your Xero bookkeeping, including categorising transactions and reconciling bank feeds.
Automatic Reconciliation
Your bank transactions are matched to your invoices and bills automatically, saving you time.
Bank Feed Reconciliation
Bank transactions are matched automatically to invoices, bills, and payments in real-time.
Trusted by Professionals
Bookkeepers and accountants worldwide use and trust this platform.
Transaction Categorisation
It automatically sorts transactions into categories with over 97% accuracy and gets smarter over time.
Supports Multiple Countries
The service works in 12 countries around the world.
Insights and Recommendations
It provides CFO-level insights and suggestions to help you make better financial decisions.
Support for Business Metrics
The SaaS shows your income, expenses, profit, and cash balance with month-by-month changes.

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