Small business owner overwhelmed by disorganized financial records across multiple businesses and bank accounts, with a mix of digital and paper invoicing, unable to effectively prepare for tax filing.
QuickBooks was adopted late and only for one business; the other business still relies on paper checks and invoices, leaving a fragmented financial record system. The CPA requires organized documents but offers no guidance on how to achieve that, leaving the user stuck.
Workarounds Described
- uses QuickBooks inconsistently for one business
- relies on paper checks and invoices for the other business
- stores all documents unsorted until tax season
Implied Software Gaps
- Centralized multi-business financial dashboard that integrates both QuickBooks and manual paper records
- Automated document scanning and categorization for paper invoices and checks
SortMyBooks Pro
SortMyBooks Pro is an all-in-one financial organization and bookkeeping assistant that helps small business owners aggregate data from multiple bank accounts, paper invoices, and QuickBooks into a single, tax-ready format. It features smart document scanning, auto-categorization, and guided workflows to prepare organized financial packages for CPAs, eliminating the scramble before tax season.
- Multi-account aggregation: Connect unlimited bank accounts and credit cards from various businesses.
- Paper invoice scanner: Snap photos of checks and paper invoices; OCR extracts data and categorizes transactions.
- Guided bookkeeping workflows: Step-by-step setup for each business with milestones and checklists.
- CPA-ready export: Generate organized financial reports and categorized transaction logs directly shareable with tax professionals.
Existing Solutions Mentioned
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