SortMe

Plans and prices

Every plan, in full

On the record

Account sync

bothsortme.com · read 22 Sep 2026

Advice limitation

SortMe says it surfaces financial gaps and connects users with advisers but does not provide regulated financial advice.sortme.com · read 12 Oct 2026

AI

SortMe AI answers questions using connected transactions, accounts and goals, and remembers context across conversations.sortme.com · read 12 Oct 2026

Audience

SortMe describes itself as built for New Zealand households and says it is currently focused on New Zealand.sortme.com · read 12 Oct 2026

Bill tracking

Yessortme.com · read 22 Sep 2026

Budgeting

Budgets can follow weekly, fortnightly or monthly pay cycles and include group or category caps and a Budget Cycle Review.sortme.com · read 12 Oct 2026

Budgeting tools

Yessortme.com · read 22 Sep 2026

Business use

Pro adds unlimited separate entity books, deductible tagging, receipt prompts on spends of $500 or more, and an EOFY accountant pack.sortme.com · read 12 Oct 2026

Forecasting

The Cashflow Forecast shows 6 to 12 months ahead and flags tight months with a Health Score and plain-language summary.sortme.com · read 12 Oct 2026

Households

Household sharing gives partners separate logins and one shared financial view.sortme.com · read 12 Oct 2026

Integrations

Bank connections run through Akahu and include major New Zealand banks; the maker also lists KiwiSaver, Sharesies, Kernel, Wise and CSV imports.sortme.com · read 12 Oct 2026

KiwiSaver limitation

KiwiSaver connections sync balances but not individual KiwiSaver transactions.sortme.com · read 12 Oct 2026

Mobile apps

bothsortme.com · read 22 Sep 2026

Net-worth tracking

Yessortme.com · read 22 Sep 2026

Privacy

SortMe says it does not sell or rent user data and that account data is deleted when the account is deleted.sortme.com · read 12 Oct 2026

Product

SortMe brings bank, mortgage, KiwiSaver, investment and business accounts into one view for personal finance management.sortme.com · read 12 Oct 2026

Report export

Yessortme.com · read 22 Sep 2026

Security

Bank connections are read-only, data is encrypted with AES-256, and SortMe says it passed the Google Security Audit.sortme.com · read 12 Oct 2026

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