SortMe Pro · Entity Management
Keep every entity's books separate, and ready for your accountant
SortMe Pro runs separate books for every entity you own: the family trust, the rental LTC, the side hustle, all right beside the money you live on. Tag deductibles as you spend, and hand your accountant a clean pack at end of financial year instead of a shoebox.
Unlimited entities. No per-entity charge. Recommended by accountants and bookkeepers.
SortMe Pro · $1 for 7 days, then $49/month or $299/year. Cancel anytime.
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- ★ 4.7
- bank access
- Read-only
- money-back guarantee
- 30-day
Rental LTC · FY26
Reconciled-
Bunnings Warehouse
Repairs & maintenance
-$412.60
12 Apr
-
Heat Pump Co.
Improvement
-$1,899.00
03 May
-
AA Insurance
Insurance
-$740.00
28 May
-
Auckland Council
Rates
-$1,284.50
14 Jun
FY26 Accountant Pack
Download · 1 ZIPEnd of Financial Year made easy, from two days to two clicks.
It's the last week of March. Your accountant's email is sitting
there, politely asking for "the year's records for the trust and
the LTC". So you start the annual archaeology dig: seven months of
bank statements, a folder of screenshots, a glovebox of receipts,
and one spreadsheet named
FINAL_v3_USE_THIS_ONE.xlsx that you last opened in September.
Somewhere in there is a $740 insurance premium you're fairly sure was for the rental. Was the new heat pump repairs and maintenance, or an improvement? Which account did the trust's rates come out of, again — yours or its?
Two weekends later you send it all off with an apology in the subject line. Then the accountant's bill arrives, and half of it is for untangling what you sent.
Accountants bill by the hour to reconstruct messy records. For a household running a trust, a rental and a side hustle, that tidy-up work regularly adds $4,500+ a year on top of the actual tax return. Clean books all year make most of that bill disappear.
How it works
Flag it when it happens. Not in March.
Add your entities.
Family trust, rental LTC, company, partnership, or sole-trader operation. Each gets its own set of books inside SortMe, beside your personal money. Add as many as you own — there’s no per-entity charge.
Connect the accounts.
Link each entity’s bank accounts the same way you link your personal ones: read-only, bank-grade encryption (AES-256). Transactions flow in and land in the right entity’s books automatically. SortMe can never move your money.
Tag as you go.
When a deductible expense comes through, tag it in seconds. Spend $500 or more and SortMe prompts you to snap the receipt on the spot, so the paper trail exists while the paper still does.
One click at end of financial year.
Generate the accountant pack for each entity: categorised income and expenses, tagged deductibles, and every receipt — in an export format specified by the accountants at Findex. Your accountant opens it, finds everything where they expect it, and bills you for tax advice instead of tidy-up.
Any account, any entity
The Bunnings run on your personal card still counts.
Most rental and business spending doesn't happen on the business card. You're at Bunnings on a Saturday, the personal Visa is the one in your wallet, and by March that $412 of deductible timber looks exactly like the weekend groceries sitting either side of it.
SortMe Pro lets you point any transaction at any entity, whatever account it came from. Tag it as it happens, or later when you recognise it, and it lands in the LTC's books, in the LTC's EoFY pack, with its receipt attached. Money doesn't have to leave the right account to be counted against the right entity.
A handful of forgotten hardware runs is a few hundred dollars of deduction you never claim. Every year, for as long as you hold the property.
Personal · Visa ···· 4127
-
Bunnings Warehouse
Rental LTC
-$412.60
12 Apr
-
Countdown
Personal
-$186.20
12 Apr
-
Z Energy
Personal
-$95.00
11 Apr
Not a budgeting app. Not accounting software. The bit in between that nobody built.
Personal finance apps pretend your trust doesn't exist. Accounting software pretends you don't, then charges per entity for the privilege. SortMe Pro was built for people who are both a household and a business.
| Feature | Personal finance apps | Accounting software (Xero, MYOB) | SortMe Pro |
|---|---|---|---|
| Separate books per entity | No, everything in one pile | Yes | Yes |
| Your personal money in the same view | Yes | No | Yes |
| Price for 3 entities | n/a | 3 subscriptions | One plan, unlimited entities |
| Deductible tagging through the year | No | Manual, if you set it up | Built in, tag in seconds |
| Receipt prompts on big spends | No | No | Yes, on $500+ spends |
| One-click EoFY accountant pack | No | Reports your accountant reassembles | Yes, format specified by Findex accountants |
| Learning curve | Low | Steep (it’s built for bookkeepers) | Low. If you can tag a photo, you can do this |
| Household view (partner, KiwiSaver, mortgage, goals) | Partial | No | Yes, it’s still SortMe underneath |
Already run a company through Xero with a bookkeeper? Keep it. Many Pro users do. SortMe Pro shines for the entities that don't justify their own accounting stack: the trust, the rental LTC, the side hustle.
Who it's for
Built for the way Kiwis structure their money.
Property investors.
Your rental LTC has its own bank account, its own insurance, its own rates bill, and its own set of deductions. SortMe keeps its books separate from yours, tags the deductibles as they happen, and files the receipt for the new hot water cylinder before it fades. Come EoFY, the LTC’s pack is one click.
Sole traders and side hustlers.
The Shopify payouts, the courier fees, the home-office share, the laptop that’s 80% business. When your business income lands in the same bank as your groceries, SortMe splits the books so you don’t have to run two lives.
Trust holders.
The family trust owns the house; you just live in it. Trustees have record-keeping obligations, and “it’s all in the same account somewhere” isn’t a record. SortMe gives the trust its own books, its own paper trail, and its own tidy EoFY pack, which makes your trustee obligations, and your accountant, much happier.
Cheaper than the mess.
A typical accountant charges $150–$300+ an hour. Reconstructing a year of mixed-up trust, rental and personal records takes hours per entity, which is how households with a couple of entities end up paying $4,500 or more a year in tidy-up and rework before any tax advice happens.
SortMe Pro is $49 a month. If clean, tagged, receipt-backed books cut even a few hours off your accountant's bill per entity, Pro pays for itself before it does anything else, and it does plenty else.
Trusted by the trade
Recommended by accountants and bookkeepers.
The EoFY export format was specified by the accountants at Findex, so what lands in your accountant's inbox is what they'd have asked for anyway. Accountants and bookkeepers across NZ recommend SortMe Pro to clients whose records arrive… let's say "creatively organised".
Pricing
SortMe Pro
$49/month or $299/year
- Everything in SortMe Boost: budgeting, cashflow forecast, Growth tab (net worth, mortgage, KiwiSaver, investing), SortMe AI, household sharing
- Entity Management: separate books for trusts, companies, LTCs, partnerships and sole-trader operations
- Unlimited entities, with no per-entity charge, ever
- Deductible tagging through the year
- Receipt prompts on $500+ spends
- One-click end-of-financial-year accountant pack per entity
7-day trial for just $1. Billed via web (card). Cancel anytime.
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