SortMe
The facts below are what the maker publishes about SortMe, checked and dated. Our editors have not written about it yet.
Plans and prices
From SortMe's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Boost | $29 a month | Unlimited bank connections · 1 free 30-minute consultation · 30-day money-back guarantee · $29 /month |
| Pro | $49 a month | Unlimited entities · 2 free 30-minute consultations · 30-day money-back guarantee · $49 /month |
| 7-day trial | 1 NZD, paid once | Full access to the selected plan · Plan starts automatically on day 8 unless cancelled · $1 for 7 days |
| Boost | 99 NZD a year | Unlimited bank connections · 1 free 30-minute consultation · 30-day money-back guarantee · $99 /year |
| Boost | 149 NZD, paid once | Unlimited bank connections · 1 free 30-minute consultation · 30-day money-back guarantee · $149 /two years |
| Pro | 299 NZD a year | Unlimited entities · 2 free 30-minute consultations · 30-day money-back guarantee · $299 /year |
| Pro | 399 NZD, paid once | Unlimited entities · 2 free 30-minute consultations · 30-day money-back guarantee · $399 /two years |
The facts
Each one read from SortMe's own pages, with the date it was checked.
What it does
- Account sync
- bothchecked 22 Sep 2026
- Advice limitation
- SortMe says it surfaces financial gaps and connects users with advisers but does not provide regulated financial advice.checked 12 Oct 2026
- AI
- SortMe AI answers questions using connected transactions, accounts and goals, and remembers context across conversations.checked 12 Oct 2026
- Audience
- SortMe describes itself as built for New Zealand households and says it is currently focused on New Zealand.checked 12 Oct 2026
- Bill tracking
- Yeschecked 22 Sep 2026
- Budgeting
- Budgets can follow weekly, fortnightly or monthly pay cycles and include group or category caps and a Budget Cycle Review.checked 12 Oct 2026
- Budgeting tools
- Yeschecked 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.checked 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.checked 12 Oct 2026
- Households
- Household sharing gives partners separate logins and one shared financial view.checked 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.checked 12 Oct 2026
- KiwiSaver limitation
- KiwiSaver connections sync balances but not individual KiwiSaver transactions.checked 12 Oct 2026
- Net-worth tracking
- Yeschecked 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.checked 12 Oct 2026
- Product
- SortMe brings bank, mortgage, KiwiSaver, investment and business accounts into one view for personal finance management.checked 12 Oct 2026
- Report export
- Yeschecked 22 Sep 2026
- Security
- Bank connections are read-only, data is encrypted with AES-256, and SortMe says it passed the Google Security Audit.checked 12 Oct 2026
- Support
- Boost includes one and Pro includes two free 30-minute SortMe consultations.checked 12 Oct 2026
Money
- Free plan
- Nochecked 22 Sep 2026
The company
- Headquarters
- Auckland, New Zealandchecked 19 Oct 2026
Where it runs
- Mobile apps
- bothchecked 22 Sep 2026
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