Sort it out, Kai

Your books, finally in full view.

SortKai keeps the books for accounting practices, retailers and service providers. Documents arrive on their own — phone photos, emailed invoices, POS reports, direct feeds — an AI agent reads and checks every line, and a person reviews and signs each month’s close. We do the bookkeeping. Your accountant delivers better advice.

Your QuickBooks or Xero — or one we manage Human quality control — a person signs every close Flat monthly pricing, quoted in writing Replies within one business day
Daily
Posting
Documents recorded every day
Monthly
Reconciliation
Every bank, card and POS settlement
Yours or ours
Platforms
QuickBooks, Xero or any other
TB + P&L
Month-end reports
Trial balance and P&L by the fifth business day
Who we serve

Built around the way your business really works

For accountant partners

Outsource the bookkeeping. Elevate the advice.

We process, reconcile and quality-check your clients’ records. You receive a completed bookkeeping pack — trial balance, P&L, balance sheet, bank reconciliations and the supporting documents — plus the open questions only you can settle. The client relationship and professional control stay yours.

For retailers

POS reports, card batches and payouts — matched to the bank.

We connect to your POS platform — Square, Shopify, Clover, Toast, Lightspeed and others — and pull the end-of-day reports ourselves; daily sales, card settlements and payouts are reconciled against what the bank actually deposited — POS, cash, card and bank in one set of books — and each month a trial balance and P&L handed to your accountant.

For service providers

Every job invoiced, every bill paid — and accounted for.

Contractors, clinics, agencies and consultancies: supplier bills, expenses and the invoices you issue captured as they happen, POS settlements and payouts matched to the bank — and each month a trial balance and P&L handed to your accountant.

The pipeline

From paperwork to a signed close

Automation handles the repetitive work, our team handles quality, and your accountant keeps final control. Four steps — this is the whole service.

01 · Collect

Every document, collected

Snapped in our mobile app, emailed in, or collected from your POS and portals — every document is captured and filed automatically.

02 · Read

Read, then checked

The agent reads every document — any layout, any quality — and checks the numbers before anything moves.

03 · Record

Recorded in the right accounts

Entered daily into your accounting platform — or the one we manage for you — under the right accounts. Anything the agent isn’t sure about waits for a person.

04 · Check

Matched to the bank and signed

Every account matched to the bank monthly; a person reviews and signs. Trial balance and P&L by the fifth business day.

How we compare

Others do half the job. SortKai does all of it.

Capture software reads your paperwork but leaves the bookkeeping to you. Traditional bookkeepers do the books but type everything by hand. SortKai does both — and a person signs off.

Capture software

Reads your paperwork — then stops

  • Fetches invoices and receipts
  • Pulls out the totals and leaves you a draft
  • You still do the bookkeeping
Traditional bookkeepers

Does the books — by hand

  • Types in and categorizes every document by hand
  • Reconciles and closes the month
  • Bills by the hour — and your books often sit in their software
SortKai

The whole job, in one service

  • Collects every document itself — invoices, receipts, POS reports
  • Reads, checks and records them daily
  • Matches every account to the bank monthly
  • A person reviews and signs the close
One flat fee, in writing · In your platform or ours
From the blog

Answers businesses search for

Next

Ready to remove the bookkeeping burden?

Hand the bookkeeping to an agent that people check — and give your accountant clean, reconciled books to advise from. A free consultation first, onboarding after. Tell us about your business and platform; flat quote in writing within one business day.