SortMyBooks is an extensive accounting platform that delivers clear financial visibility through real-time dashboards and VAT-compliant invoicing, while supporting job costing for accuracy. While the platform does not connect with full functionality with receipt bank, it streamlines accounting and day-to-day management.
SortMyBooks Specifications
Financial Reporting
Invoice Management
Expense Tracking
Tax Management
What Is SortMyBooks?
SortMyBooks software is a cloud-based accounting platform that offers invoicing, VAT automation, receipt capture, and detailed financial reporting to simplify accounting processes. It supports job costing and project tracking through transaction tagging and timesheets, ensuring accurate cost allocation. The platform enables efficient receipt and invoice data capture directly through phone or email. It also streamlines core accounting functions for businesses of all sizes.
SortMyBooks Pricing
SortMyBooks pricing varies according to the following plans:
- Standard Plan: €39/month
- Extra Plan: €49/month
- Premium Plan: €59/month
Disclaimer: The pricing is subject to change.
SortMyBooks Integrations
SortMyBooks software integrates with a wide range of apps, including:
- Dropbox
- AutoEntry
- Live Bank Feeds & Imports
- CloudPay
- WooCommerce
- PayPal
- Stripe
Who Is SortMyBooks For?
SortMyBooks is suitable for the following professionals:
- Business owners
- Bookkeepers
- Accountants
- Consultants
Is SortMyBooks Right For You?
SortMyBooks software is a comprehensive accounting system suitable for businesses aiming to simplify bookkeeping, VAT compliance, and financial reporting. It streamlines sales invoicing, receipt processing, and automated VAT filing. The platform’s job costing and timesheet tracking enhance visibility on project profitability.
Still in doubt if SortMyBooks is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
SortMyBooks Features
SortMyBooks generates clear profit and loss reports that show total income, expenses, and overall profitability. It provides accurate financial insights by categorizing transactions into relevant accounts, providing businesses an instant overview of financial performance.
See How It WorksThe software creates professional sales invoices and quotes quickly and efficiently. It allows businesses to customize documents with their branding and track invoice statuses. SortMyBooks also converts quotes into invoices, ensuring a smooth sales process.
See How It WorksThe platform manages customer billing with recurring invoices and scheduled payments. It records customer transactions, balances, and payment history in one place while its automated reminders help ensure timely collection and reduce overdue accounts.
See How It WorksThe system imports bank transactions directly into accounts for faster reconciliation. It matches payments with invoices and flags discrepancies for review, reducing manual entry and keeping financial records accurate and up to date.
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