Sortedโœ“Receipts
For solo bookkeepers ยท 10โ€“30 clients

Your clients dump receipts in one link. You get them sorted.

Auto-organized by month and vendor. Missing documents chased under your name. Month-end export in one click.

$29/month flat for your whole practice. No credits. No per-client fees. No sales call.

JUNE 2026 3 in ยท 1 missing
06-01WeWork450.00โœ“
06-11Amazon127.38โœ“
06-24Shell61.02โœ“
MISSING ยท Verizon ยท reminder drafted โ†’ sends as you
MAY 2026 3 in ยท complete
05-01WeWork450.00โœ“
05-14Verizon92.40โœ“
05-19Shell58.70โœ“
You know this week

Half your week is chasing. The other half is sorting what finally arrived.

Since Hubdoc was retired, the receipt chase is everywhere again: statements requested by text, a blurry photo in an email with no context, uploads scattered across email, drives, and portals โ€” until the close turns into archaeology.

THE CHASE

"Send them when you can" is background noise to a client. Chasing by text and email eats the week, and following up makes you the nag โ€” unbillable both ways.

THE PILE

What does arrive is IMG_2601.jpg: no month, no vendor, no context. Renaming and filing a hundred of those is not bookkeeping. It's data entry you can't charge for.

THE CLOSE

Month-end starts with a question you can't answer quickly: what's still missing? Every folder system answers it the hard way โ€” by you looking, client by client.

How it works

One link in. A sorted month-end out.

Send each client their link

A private upload page โ€” no account, no app, no password, nothing to teach. They drop photos and PDFs the moment they have them, from any device. Or forward what you already have.

nothing new for the client to log into

Everything sorts itself

Each file is read and filed by month, vendor, and type, with the amount extracted and the original one click away. Anything uncertain goes to a review pile โ€” never silently into your books.

you check off, side-by-side with the original

What's missing gets chased

Recurring vendors with a gap are flagged, and reminder drafts escalate politely on your cutoff โ€” sent under your name, in your tone, because clients ignore robots.

polite โ†’ firm โ†’ final, you stay in control

The honest math

Priced like a tool, not a suite.

Most alternatives either stop at file collection, charge per client, or meter you with credits. Here's the math at a real practice size.

What it isCollects & chasesAuto-sorts the pileCost at 30 clients
Sorted Receipts Client documents only โ€” collection, sorting, chasing, export Yes, under your nameYes โ€” month ยท vendor ยท type $29/mo flat
Double Full practice managementYesPartly (receipt mgmt module) ~$300/mo (per client)
Dext Pro extraction suiteLimitedYes, tiered plans $34+/mo, usage tiers
AutoEntry Extraction creditsNoYes, per-document credits $13โ€“469 credit packs
Financial Cents Practice managementYesNo โ€” files stay attached to tasks $19โ€“99+/mo per user
Hubdoc What you probably hadโ€”โ€” retired May 8, 2026

Prices as published or reported by practitioners, July 2026. If we've got one wrong, tell us and we'll fix it. If you need workflow management, time tracking, or proposals โ€” buy one of the suites; they're good at that. This is deliberately not one.

Pricing

Flat. So you never do per-client math again.

One price for your whole practice. Add your thirtieth client without opening a spreadsheet to see what it costs you.

$29 /month ยท whole practice
  • Up to 30 clients, each with their own upload link
  • Unlimited documents โ€” no credits, no metering
  • Sorted by month, vendor, and type, originals attached
  • Missing-document chase drafts under your name
  • CSV + renamed-file ZIP export (works with QBO, Xero, Desktop)
  • No practice-management suite. On purpose.
Pilot

Free month on your worst client.

We're onboarding a small group of bookkeepers right now. Pick the client whose receipts you chase hardest, send them the link, and run one real month-end through it. If it doesn't make that close faster, walk away โ€” no card, no calls.

Email us for a pilot spot

Questions bookkeepers ask

Fair questions.

Is Hubdoc really gone?

Yes. Xero retired Hubdoc on May 8, 2026 and replaced it with storage-only Xero Files. The auto-fetch, OCR, and rules are gone. That's why this exists.

How accurate is the sorting?

We won't quote you a marketing percentage. Every extraction is shown side-by-side with the original document, carries a confidence flag, and anything uncertain lands in a review pile instead of your books. You see exactly what it got wrong before it matters.

What do my clients have to install?

Nothing. Each client gets a private link that opens in any browser. No account, no password, no app. They drop files; that's the whole job.

Does it work with QuickBooks Desktop?

Yes โ€” exports are a clean CSV plus a ZIP of originals renamed to date_vendor_amount, which works with Desktop, QBO, Xero, or a plain folder system. Direct publish-to-QuickBooks with the source attached is what we build next, with pilot users.

Where does my clients' data go?

Documents are stored encrypted, processed only to sort them, never used to train models, and deleted (or exported to you) when you leave. During pilots we say this in writing before a single file moves.