SortMyBooks
Last Updated
Overview
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
SortMyBooks Features
Profit And Loss Reporting
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.
Sales Invoices And Quotes
The 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.
Customer Billing
The 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.
Online Bank Import
The 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.
Pros And Cons of SortMyBooks
Pros
Provides real-time financial reports and dashboards
Offers Irish VAT compliance with full reporting features
Supports job costing and timesheets for projects
Enhances bookkeeping and customer billing
Cons
It offers limited customization options
Its customer support is slightly inefficient
SortMyBooks Reviews
Total 2 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars50%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Social Media, Advertising, Marketing, N/A employees
More than a year
“Best for learning basics”
Pros
I really love this platform. It's helped me learn so many useful things, especially in the education space. Totally worth checking out if you're looking to expand your knowledge.
Cons
Random ads keep popping up out of nowhere and honestly, it gets pretty exhausting to deal with them all the time. It really disrupts my workflow and makes the experience frustrating.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Customer Service, N/A employees
More than a year
“Best for bookkeeping”
Pros
I can pull up reports and print them in no time. Doesn't require digging through menus or settings which I appreciate.
Cons
I can't get it to fully connect with Receipt Bank which limits what I can do.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
10
Functionality
7
Frequently Asked Questions
What level of support does SortMyBooks offer?
SortMyBooks offers support through email, phone number, and scheduled chats.
Does SortMyBooks offer an API?
Yes, SortMyBooks does offer an API.
What language does SortMyBooks support?
SortMyBooks supports English language only.
Does SortMyBooks have a mobile app?
No, SortMyBooks does not offer a mobile app.
What other apps does SortMyBooks integrate with?
SortMyBooks software integrates with a wide range of apps, including Dropbox, AutoEntry, Live Bank Feeds & Imports, CloudPay, WooCommerce, PayPal, and Stripe.
Who are the typical users of SortMyBooks?
The typical users of SortMyBooks include professionals like business owners, bookkeepers, accountants, and consultants.
What types of pricing plans does SortMyBooks offer?
The vendor offers customized pricing plans according to different business needs. It offers a Standard Plan at €39/month, an Extra Plan at €49/month, and a Premium Plan at €59/month. Get a customized SortMyBooks cost breakdown for your business today.