Sorted helps you separate your business and personal transactions, so that you can easily track and categorize business related items. Everything you sort related to your business is captured to give you an up to date summary. Sorted helps to track the sales tax you’ll owe as well as the business expenses you’ve incurred. A detailed report can also be downloaded from the app.
When getting started, you will be prompted to set up your unique business profile and connect your bank and/or credit card accounts. Sorted works with accounts at most Canadian financial institutions and supports Canadian dollar accounts and credit cards. You must be enrolled in online banking with at least one of your financial institutions.
Connecting your accounts helps you to easily track all your transactions in one place, regardless of what bank account or credit card is used. When you connect an account to Sorted, we use an account aggregation service that encrypts your login credentials and aggregates your transactions.