Personal Finance Software Made Easy

The spend management software your clients will actually use.

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Instant access to client spend reports

Spend Overview report gives you instant oversight into your clients spending habits so you base your advice of real transactional data.

No more manual reconciling

SortMe auto categorises transactions so your client doesn’t need to.

Switch between client accounts

Switch between your client accounts under your one login.

Time to work from accurate data.

“SortMe has changed the way we onboard and manage clients. It’s saving us a lot of time and our clients love using it. Which is a combo we havn’t found before.”

Kale Emery - The Money Men

All your client’s transactions in one place.

And automatically reconciled.

Most clients don’t have time, or will power, to manually reconcile their transactions. That’s why SortMe does it for them. Of course you can always change categories in a couple of clicks.

Help more clients, faster.

1. Streamline your onboarding process
2. Reduce Statement Of Position time
3. Start helping new clients immediately

SortMe is designed to be the interface between you and your client. An intuitive, automated software that’s designed to be ridiculously easy for you and your client. Because let’s be honest, they won’t use it unless they love it. Talk to us today about getting setup as a financial advisor.

Customer feedback

"sortme is the best thing I have come across in a long time."
"Very responsive to feedback - clear roadmap - easy to use service."
"Has helped me to visually see my spending in one place. So I recommend to family and friends as it's easy to use"
"Very responsive to feedback - clear roadmap - easy to use service."
Join the over 5,000 users taking control of their finances

Before we found SortMe, we found it overwhelming trying to manage the various accounts between us. We could never quite figure out where our money was going. As soon as we signed up to SortMe, that changed instantly. We could see exactly what we were spending and where we needed to pull back. Amazing tool. Highly recommend.

Stacy & Craig

SortMe has helped us find and cancel app subscriptions we didn't need. Saving us over $2,000 per year. It's so worth it.

Tim P

SortMe is the perfect solution for taking control of my finances. Many useful features (bank connection, automatic categorisation, budgeting, net worth, etc) that really tick the boxes of everything I could want from personal finance software. Finally found an upgrade from the homemade Excel spreadsheet!

Tim T

My go-to for financial management, streamlining the chaos of multiple apps. It's an invaluable tool, simplifying the process with useful features like net worth, transactions, and goal setting. Now, I can easily track my financial health, contributing not just to financial clarity but also improving my overall well-being.

Daniel B

SortMe is a fantastic way to manage your finances. A solid 9/10 so far in terms of everything I’d hope for. I found it very seamless and a lot less convoluted than other apps out there.

Adrian H

I decided it was time to sort my finances out. SortMe is brilliant. I've already saved money by finding subscriptions I don't use and having my goals 'top of mind' has helped me create better spending habits.

Charlotte B

I decided it was time to sort my finances out. SortMe is brilliant. I've already saved money by finding subscriptions I don't use and having my goals 'top of mind' has helped me create better spending habits.
Charlotte B
SortMe is a fantastic way to manage your finances. A solid 9/10 so far in terms of everything I’d hope for. I found it very seamless and a lot less convoluted than other apps out there.
Adrian H

Let's get started

Find out how SortMe can speed up your processes.
Learn More - Book a Demo

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