Turn statements into
tax-ready records
Upload statements, attach receipts, and let AI organize your expenses into clean, tax-ready records for CRA or IRS filing.
- No bank login required
- Statement files never stored
- Your data stays in your account
- No credit card required
| Date | Merchant | Account | Amount | Category | Business | Receipt | Review | |
|---|---|---|---|---|---|---|---|---|
| Sep 18, 2026 | Air Canada | TD Visa ••4218 | -$412.30 | Travel | Business | Reviewed | ||
| Sep 16, 2026 | Client payment | TD Chequing ••0917 | +$1,850.00 | Income | Business | Reviewed | ||
| Sep 15, 2026 | Rogers | TD Visa ••4218 | -$94.50 | Phone & Internet | Business | Reviewed | ||
| Sep 12, 2026 | Tim Hortons | TD Visa ••4218 | -$18.40 | Meals (50%) | Business | Needs review | ||
| Sep 10, 2026 | Tim Hortons | TD Visa ••4218 | -$6.85 | Personal Dining | Personal | Reviewed |
BUILT FOR FREELANCERS AND SMALL BUSINESSES
Features
Everything you need. Nothing you don't.
SortFi handles the tedious part of expense tracking so you can focus on billable work.
Import statements
Drop in CSV, Excel, or PDF statements from any bank or credit card. We parse the mess for you.
AI categorization
AI suggests business expense categories with confidence scores.
Receipt attachments
Link receipts directly to the transactions that need them for audit support.
Accountant-ready export
Export Excel, CSV, or PDF reports your accountant can use immediately.
Multi-account tracking
Track personal and business cards side by side. Filter out what shouldn't be deducted.
Encrypted storage
Your data is stored in encrypted cloud storage, accessible only to your account.
Comparison
Why teams switch from spreadsheets
The same job, without the manual grind.
Manual Spreadsheet
- Import manually
- Manual categorization
- Receipts everywhere
- Hard to review
- Time consuming
SortFi
- Upload statements
- AI suggestions
- Linked to transactions
- Simple workflow
- Exports instantly
How it Works
From messy statement to clean books in minutes.
Upload statements
Drag in CSV, Excel, or PDF exports from your bank or credit card.
Review AI categories
SortFi suggests categories for every line. Approve, edit, or split with one click.
Export for your accountant
Download a clean spreadsheet plus a receipt pack—ready for filing or handoff.
Why SortFi?
Simple tools for serious tax prep.
Save hours at tax season
Turn months of statements into organized, deduction-ready records in minutes.
No bank connection required
Upload any PDF or CSV export. No account linking, no credentials, no waiting.
Attach receipts only when needed
Keep receipts with the transactions that matter, not every coffee run.
Built for people, not enterprises
Designed around freelancers, consultants, and sole proprietors—not accounting departments.
Pricing
Simple pricing. No per-transaction fees.
Pro is free for everyone until October 31, 2026. After that, try Pro free for 14 days. Prices in Canadian dollars.
Free
For trying SortFi with a single account.
- 1 bank or credit card account
- Up to 100 transactions / month
- AI expense categorization
- CSV export & accounting exports (QuickBooks, Xero, Wave, Excel)
- Basic Tax Summary downloads (PDF, Excel, CSV)
- Statement files deleted right after reading
Pro
For freelancers and contractors.
Cancel anytime before the trial ends.
- Unlimited accounts & transactions
- Accountant Pack ZIP: summary, workbook, receipts & attention checklist
- Receipt inbox & AI matching to expenses
- Home office deduction calculator & PDF reports
- Multi-year tax support
- Priority support
Teams
For businesses and teams handling multiple entities.
- Everything in Pro
- Multi-entity workspaces
- Team access (up to 5)
- Custom categories & rules
- Dedicated onboarding
FAQ
Questions, answered.
Tax season doesn’t have to be stressful.
Let AI prepare your business expenses while you focus on your work.