Accounting documents, ready for review.

SortMyDocuments extracts structured information from invoices, receipts and bank statements. You review the result and choose when to send it to your SortMyBooks account.

Open SortMyDocuments

1. Upload

Add accounting documents through the secure portal or your configured inbound route.

2. Review

Check supplier, dates, references, currency, totals, VAT and line items against the document.

3. Push

Publish the reviewed record to SortMyBooks and, if selected, keep a verified private copy in your external storage.

Your document storage

A local safety copy is retained by SortMyDocuments. In Settings, each user can independently select external storage for each SortMyBooks company.

Dropbox: documents are stored in the application's private Dropbox folder.
Google Drive: after you connect your own Google account, documents are stored under SortMyBooks / Company / Purchases or Sales.
Google access uses the narrow drive.file permission. SortMyDocuments can create and verify files it created for you; it does not request access to all files in your Drive.
No public Dropbox or Google Drive sharing link is created.

You can disconnect a storage provider from Settings. Details of the data we use and retain are in our Privacy Policy.