🇦🇺 Built For Australian Small Business

Your bank statements,
sorted for tax time.

Upload your bank statements and we'll sort your transactions — business from personal, expenses by category, subcontractor totals for TPAR, BAS Summary with quarterly GST totals — and hand you a clean, colour-coded Excel report with Xero codes. Ready for your accountant, no hassle.

📊 Download a sample report
7categories
auto-sorted
26expense
subcategories
<1hrturnaround
TPARsubcontractor
ready
BASquarterly GST
ready
...
statements processed

Works with CommBank · ANZ · Westpac · NAB · St George · Suncorp · Bendigo · any Aussie bank

How it works

Four steps. Every account sorted.

📄
01

Upload your statements

Export statements from your bank and upload through our form. CSV or PDF, multiple accounts, overlapping dates — we handle it all and deduplicate automatically.

02

We sort everything

Every transaction gets categorised: business income & expenses, subcontractor payments, owner drawings, tax & ATO payments and Loan/BNPL. Ambiguous transactions get flagged for your review.

03

You review & confirm

We'll email you a short list of transactions we weren't sure about. You confirm the right category — takes about 5 minutes.

📊
04

Get your Excel report

A colour-coded, accountant-ready spreadsheet with monthly summaries, BAS Summary with quarterly GST totals, subcontractor totals for TPAR, detailed expense breakdown by subcategory, and every transaction categorised.

Sound familiar?

Whatever the mess, we'll sort it.

📆

Haven't done bookkeeping all year?

Upload 12 months of bank statements — even across multiple bank accounts — and we'll sort the lot. No software, no catching up, just a clean report ready for your accountant.

🔀

Business and personal all mixed together?

We'll untangle every transaction and separate business from personal so your accountant doesn't have to.

📋

Accountant asking for categorised statements?

We'll build the colour-coded report they actually want — sorted by category, split by month, ready to go.

🧾

Need subcontractor totals for TPAR?

We pull out every subcontractor payment and give you per-person totals by financial year. TPAR sorted.

💻

Behind on your bookkeeping?

Use our report as a reference to catch up on your reconciliation. Works alongside any accounting software.

😰

Tax deadline coming and no records?

Upload your bank statements today, get your sorted report within the hour. Panic over.

Your data is safe with us.

We only see transaction descriptions and amounts — never your account numbers or passwords.

🔒

Your data is safe

Everything is encrypted. You upload bank statements only — we never see your login or passwords. No sign-up needed.

🗑️

Deleted after your report

Your bank statements are deleted as soon as your report is ready. Your report stays available for 30 days, then it's gone. We don't keep your data.

▾ Learn more
🇦🇺

Aussie owned & built

Built in Australia for sole traders, tradies, and small businesses across every industry.

🚫

No sensitive details

Bank statements only have transaction descriptions and amounts — no BSBs, no account numbers, no passwords.

📄

Your data, your report

We sort your transactions, send your report, and that's it. Nothing else happens with your data.

📧

No spam, ever

One email with your report. No newsletters, no marketing. We might nudge you once next tax season — that's it.

Simple pricing

Pick the option that suits you. Both come with the same colour-coded Excel report.

Most flexible
$35 per quarter
  • One BAS quarter sorted (Q1, Q2, Q3, or Q4)
  • BAS Summary with GST totals for that quarter
  • All transactions categorised for the period
  • CSV and PDF uploads from any Aussie bank
  • Colour-coded Excel report with Xero codes
  • Ambiguous transactions flagged for your review
  • Minutes, not days
Best value
$99 per financial year
  • Every transaction sorted into Business Income, Business Expenses, Subcontractor/Employee Pay, Personal Expenses (Owner Drawings), Tax & ATO Payments and Loan/BNPL — aligned with Xero account codes
  • BAS Summary — a dedicated tab with GST totals broken down by quarter, ready for BAS lodgement or to hand straight to your accountant
  • Subcontractor totals for TPAR (who you paid and how much)
  • CSV and PDF uploads from any Aussie bank — duplicates removed automatically
  • Colour-coded Excel report with Xero codes
  • Ambiguous transactions flagged for your review
  • Minutes, not days
  • Money-back guarantee — if your accountant can't use it, full refund, no questions asked
📊 Download a sample report

What you'll get

A colour-coded Excel report your accountant can use straight away.

📊 Download a sample report
📱

Rotate your phone to view the report

📊 Monthly Summary
📋 All Transactions
👷 Subcontractor Totals
🧾 BAS Summary
Date
Description
Amount
Category
03/07/2024
TRANSFER FROM J SMITH
+$4,200.00
Business Income
05/07/2024
BUNNINGS WAREHOUSE
-$387.50
Business Expense
06/07/2024
WOOLWORTHS METRO
-$62.30
Personal Expense
08/07/2024
PAYMENT TO D WILSON
-$1,800.00
Subcontractor Pay
09/07/2024
AFTERPAY REPAYMENT
-$45.00
Loan/BNPL
10/07/2024
ATO REFUND
+$1,240.00
Personal Income
11/07/2024
ATO PAYG INSTALMENT
-$2,200.00
Tax & ATO
12/07/2024
TOTAL TOOLS CAPALABA
-$529.00
Business Expense
14/07/2024
UBER EATS
-$34.90
Personal Expense
FY 2024-25 Summary
Business Income
$48,600
Business Expenses
$19,240
Subcontractor Pay
$12,400
Personal Income
$3,180
Personal Expenses
$8,920
Loan/BNPL
$2,340
Tax & ATO
$4,500

Questions

What bank formats do you support?

We support CSV and PDF bank statements from all major Aussie banks — CommBank, ANZ, Westpac, NAB and more. CSV files generally give the best results. PDFs work too, though complex layouts may occasionally miss a transaction. If something looks off, just email us.

Can I upload multiple bank accounts?

Yes — upload as many accounts as you like. We do our best to detect and remove duplicate transactions and internal transfers between accounts, though we recommend a quick check of the final report.

Why are Loan/BNPL (Afterpay, StepPay etc) payments separated?

Buy now pay later repayments aren't business expenses — they're debt repayments. We separate them so your accountant can see them clearly and decide how to treat them for your specific situation.

What's the subcontractor/TPAR thing?

If you pay subcontractors, your accountant will need a Taxable Payments Annual Report at tax time. We pull out payments that look like subcontractor payments and give per-person totals — but always have your accountant verify these figures before lodging.

Does the report include BAS figures?

Your report includes a BAS Summary tab with GST totals broken down by quarter. It's a helpful starting point — but always have a registered BAS agent or accountant review before lodging. We're a sorting tool, not a tax advisor.

How do I get my bank statements?

Most banks let you export from online banking — go to your transaction history, set the date range and look for a Download or Export option. The exact steps vary by bank so if you're unsure, check your bank's help section or give them a call.

Do you accept PDF bank statements?

Yes. We extract transactions from PDF statements from most Australian banks. Results are generally good but complex or scanned PDFs may occasionally miss transactions — CSV files are more reliable if you have the option.

I am a Pty Ltd director, not a sole trader. Can I use this?

Yes — select Pty Ltd when uploading and the categorisation adjusts. We do our best to handle director salary, super, dividends and company tax correctly, but always have your accountant verify the final report for your specific structure.

What if some transactions are wrong?

We flag anything we're unsure about and send it to you for a quick review before the report is finalised. That said, no automated tool is perfect — we recommend doing a final sanity check before handing the report to your accountant.

What if I'm not happy with the report?

Email us at hello@sortmystatement.com.au. We'll review what happened and work with you to find a resolution. If the report genuinely isn't usable, we'll refund you in full.

Do I need to be a sole trader to use this?

Not at all — sole traders, Pty Ltd directors, partnerships, any Australian business with an ABN. We sort all your accounts into one clean report. Just note the tool works best for straightforward structures — more complex setups may need more accountant involvement.