SortMyBooks

SortMyBooks is an online accounting software specifically designed for Irish businesses. According to the vendor, it offers a range of features and functionalities aimed at streamlining financial management processes. SortMyBooks is targeted at small to medium-sized businesses (SMEs) and caters to the needs of business owners, bookkeepers, accountants, and consultants across various industries.

Key Features

Profit & Loss, Balance Sheet, Trial Balance: According to the vendor, SortMyBooks provides easy-to-read monthly income and expense reports, allowing users to have a clear overview of their financial performance. It also offers real-time balance sheets to understand the current worth of the business.

Sales Invoicing: SortMyBooks allows users to create and send sales invoices on the go. According to the vendor, it even provides the option to email invoices to customers with a payment link, potentially eliminating the need for late-night invoicing.

Receipt Capture: SortMyBooks simplifies the process of capturing receipts by allowing users to photograph them on their phone or forward invoices from email. According to the vendor, this feature aims to eliminate the need for paper receipts and manual data entry.

Supports Local VAT: SortMyBooks claims to be fully compliant with Irish VAT regulations, covering various VAT-related requirements such as VAT3 Report, Reverse Charge VAT, EU Contra VAT, Return of Trading Details, VIES, Intrastat, and Brexit Support.

Sales Quotations: According to the vendor, SortMyBooks provides users with the ability to create and send sales quotations to customers, potentially streamlining the sales process and improving customer communication.

Purchase Orders: SortMyBooks enables users to create and manage purchase orders, aiming to ensure efficient procurement and inventory management.

Online Bank Import: SortMyBooks allows users to import banking information from Irish banks, potentially saving time and avoiding duplication of data entry, according to the vendor.

Stock Management: With SortMyBooks, users can manage stock levels and inventory, aiming to ensure accurate tracking of products and efficient stock control.

Project Costing: SortMyBooks provides users with the ability to run project and job costing reports, according to the vendor, allowing them to analyze profitability and make informed decisions.

RCT (Relevant Contracts Tax): SortMyBooks claims to support the management of relevant contracts tax for subcontractors, aiming to ensure compliance and accurate tax calculations.