Try Sortd for FREETry SortdInvoices, remittances, payment queries and approvals arrive in accounts@. Sortd gives each one an owner, a stage and a due date, so nothing sits unpaid or unanswered because everyone assumed someone else had it.
An invoice waits for sign-off, and nobody knows whose desk it’s on.
A supplier asking when they’ll be paid gets no reply, then asks again, louder.
Chasing overdue invoices lives in one person’s head and their personal inbox.
Invoice number, amount, due date and vendor or client on every card, sortable in Table view.
Received, Approved, Scheduled, Paid and Overdue, or whatever your process uses.
Deadline view shows what’s due this week and what’s already late.
Assign a query to the right person with the whole thread, and see when it’s done.
Smart Status sorts invoices, remittances and FYIs as they arrive. On Business, urgency detection flags time-sensitive payment threads.
See Sortd AI features →Create the board once with lanes and fields like these. Rename anything later.
“We’ve tried every product on the market and Sortd is the only tool to really transform our email & team productivity. Our accountability has gone through the roof.”
Andrew Jeffers · CEO & owner of 5 accounting firms · verified review
Yes. Each invoice email becomes a card with fields for invoice number, amount and due date. Move it through approval stages, assign it to whoever signs off, and see what’s due in Deadline view.
Yes. Firms use a board per client or per service line, shared with the team. Everyone on the board sees the full thread history for each client, even if they weren’t copied.
There’s no built-in integration. You can connect Sortd to other tools through Zapier, webhooks or the REST API, and an AI agent using the Sortd MCP server can work alongside your accounting tool’s own connector in the same session.
Yes. On the Business plan, an agent you connect can draft chasers when an invoice passes its due date and log each touch on the card. Your team approves what goes out.
Comparing tools? Sortd vs Hiver · Gmail vs Gmail + Sortd
Free to start. About two minutes to set up, inside Gmail.
