# SortMyBooks Reviews
**Vendor:** SortMyBooks  
**Category:** [Accounting Software](https://www.g2.com/categories/accounting)
## About SortMyBooks
Sort My Books is a cloud accounting for small business.






- [View SortMyBooks pricing details and edition comparison](https://www.g2.com/products/sortmybooks/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-22+01%3A22%3A48+-0500&secure%5Bsession_id%5D=7d95ad24-dc63-42fd-be93-0576213022b8&secure%5Btoken%5D=ef084315f8590c9d89c675cb23a395e1a0bbd0338a913ec1ec0d7f71556b242c&format=llm_user)

## SortMyBooks Features
**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Accounts Receivable**
- Invoice Customization
- AR Automation
- Collections Automation

**Accounts Payable**
- AP Automation
- Payment Processing
- Purchase Orders

**Other Functionality**
- Inventory Tracking / Ordering
- Inventory Pricing and Costing
- Inventory Reporting
- Multi-Entity / Consolidation
- Recognition Rules
- Reconciliations
- Payroll
- Time and Expense

**Reporting & Analytics**
- Financial Statements
- Custom Reporting
- Budgeting / Forecasting
- Dashboards

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Output Document Generation

**Integration**
- Data Import and Export Tools
- Integration APIs
- Breadth of Partner Applications

**Cash Flow**
- Track Cash Flow
- Income and Expenses
- File Exports

**Budgeting & Forecasting**
- Budgeting / Forecasting
- Data Import
- Versioning
- Historical Data

**Revenue**
- Revenue Types
- Revenue Allocation
- Scheduling

**Payroll**
- Direct Deposit
- Check/W-2 Printing
- Tax Calculation
- Reporting and Dashboards

**AI**
- Data Extraction
- Invoice Processing
- Expense Management
- Fraud Detection
- Tax Compliance
- Support Chatbots
- Bank Reconciliations
- Report Generation
- Customizable Alerts
- Predictive Analytics

**Mobile Applications - Accounting**
- Cloud Integration
- Notifications
- UI
- Offline
- Expense Tracking
- Invoice Management

**Agentic AI - Accounting**
- Autonomous Task Execution

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