Manage projects with one tool

You don’t have to shuffle between spreadsheets, email, and other tools to keep your projects on course. Track and manage everything—from day one to the deadline—with Sortd.

Keep your financial operations on track ... right from Gmail

Sortd is the easiest way for finance teams to track their work — and get results.

Streamline all your finance processes

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Valuable for all kinds of Finance needs

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Accounts receivable

Accounts payable

Purchase Process

Coordinate invoicing

Expense reimbursement

Track fanancial goals

Visualize finance on a Kanban board or custom Spreadsheet

Why do you need it?

Managing finances through email, spreadsheets, and disparate tools adds confusion and increases opportunities for errors. Standardizing, automating and integrating these processes minimizes mistakes, improves collaboration, and increases team productivity, from anywhere.

Collaborate effortlessly across teams

Sortd powers both in-office and remote teams to operate faster and more efficiently, with shareable boards to connect everyone at all times.

How do finance teams use Sortd?

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Accounting teams

Manage your sales records, admin, invoices, revenue and more. Stay on top of accounts receivable and accounts payable so there's no more late payments.

Bookkeeping teams

Onboard new clients, collaborate with them, track requests, invoices and payments.

Financial administation teams

Gain full control over reimbursement requests standardizing the way they are made, and by ensuring error-proof approval flows.

Key benefits of Sortd

One intuitive place to manage your Finances, Projects, Emails, To-do's, Customers, and Teamwork ... right in GMAIL!

Track Everything

Track everything and reduce the risk of human error.  Get real-time status updates and know what's going on.  Solve small issues before they become big problems.

Standardized execution

Adapt Sortd to suit your financial processes. Build workflows faster to control, measure and improve financial processes at all levels.

Improve internal collaboration

Collaborate on important billing tasks, financial requests and emails and manage them alongside project, files, customer feedback, and more.

Manage external finance requests with customers and suppliers

Keep conversations with teammates, clients, and vendors in one place, and keep everyone on the same page.
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