Sorted Receipts

Sorted Receipts is a receipt management platform that uses AI to read, extract, and organize expense documents for bookkeepers. It's positioned as a replacement for Hubdoc, targeting bookkeeping practices that need to process client receipts without the friction of teaching clients new apps or workflows. The pitch is simple: clients drop in phone photos or PDFs, the AI reads and sorts everything, and bookkeepers get a clean month-end ready for export. For practices that have struggled with document collection or spent too much time manually entering receipt data, this is meant to be the tool that makes that workflow disappear. The focus is explicitly on bookkeeping workflows, not general expense tracking.

The core workflow centers on making document submission as easy as possible for the people who aren't bookkeepers. Clients get a simple upload link that requires no password and no app installation. They snap photos of receipts, upload them however is convenient, and the system takes over. There's no training clients on a new interface, no dealing with forgotten passwords, no explaining why they need to download another app. This matters because client friction is one of the biggest barriers to clean bookkeeping. The AI identifies vendors, amounts, dates, and expense categories automatically, then presents everything sorted by month. Bookkeepers review the extracted data against the original documents in a side-by-side view, with confidence flags highlighting anything that needs a second look. The interface is designed for verification rather than data entry, which is the right approach for a workflow where accuracy matters more than speed.

What makes this practical for a bookkeeping practice is the correction system. When you fix a mistake, you can create a rule that applies to future similar documents. If the AI misreads a particular vendor name or assigns the wrong category, you correct it once and tell the system to remember. This means the AI gets better at handling your specific clients over time, which compounds the time savings as your practice grows. It's the kind of learning loop that transforms a tool from a one-time convenience into a genuine efficiency gain. Each correction makes the next month easier than the last. For practices with recurring clients and consistent expense patterns, this gets better every cycle.

The platform also handles the human side of document collection, which is often the harder problem. It can identify missing receipts and send chase reminders under the bookkeeper's name, which removes one of the more tedious parts of month-end close. You're not just processing what shows up; you're also prompting clients for what's missing. The reminders go out automatically, so you're not spending time writing individual emails asking where the lunch receipt from the 15th went. For practices with clients who are chronically bad at submitting expenses on time, this automation alone might justify the cost. It shifts the burden of document collection from the bookkeeper to the system.

Export works the way accountants expect. You get CSV files compatible with QuickBooks Desktop, Xero, and QuickBooks Online, plus organized file structures for archiving. The data maps to the fields your accounting software needs, so you're not reformatting exports before import. All storage is encrypted, and the company explicitly states they don't train models on client data, which matters for practices handling sensitive financial information. Client confidentiality is non-negotiable in bookkeeping, and knowing that your data isn't being used to train a model that serves competitors is a reasonable baseline expectation. For practices that handle sensitive industries or clients with strict data requirements, this privacy posture is a prerequisite.

Pricing is flat-rate with unlimited documents, which is a deliberate contrast to per-document pricing that punishes growth. Solo practitioners pay $29 a month for up to 30 clients. Practices with up to 100 clients pay $59 a month. Firms with more than 100 clients pay $99 a month for unlimited capacity. Annual billing knocks off two months. There's no free tier in the traditional sense, but you can run a single client free to test the workflow before committing to a paid plan. For practices evaluating whether this fits their workflow, that pilot mode is enough to see the extraction quality and interface without financial commitment. The unlimited document model means you're not penalized when clients have expense-heavy months, which makes costs predictable even when volume fluctuates.