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.
Works with CommBank · ANZ · Westpac · NAB · St George · Suncorp · Bendigo · any Aussie bank
Four steps. Every account sorted.
Export statements from your bank and upload through our form. CSV or PDF, multiple accounts, overlapping dates — we handle it all and deduplicate automatically.
Every transaction gets categorised: business income & expenses, subcontractor payments, owner drawings, tax & ATO payments and Loan/BNPL. Ambiguous transactions get flagged for your review.
We'll email you a short list of transactions we weren't sure about. You confirm the right category — takes about 5 minutes.
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.
Whatever the mess, we'll sort it.
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.
We'll untangle every transaction and separate business from personal so your accountant doesn't have to.
We'll build the colour-coded report they actually want — sorted by category, split by month, ready to go.
We pull out every subcontractor payment and give you per-person totals by financial year. TPAR sorted.
Use our report as a reference to catch up on your reconciliation. Works alongside any accounting software.
Upload your bank statements today, get your sorted report within the hour. Panic over.
We only see transaction descriptions and amounts — never your account numbers or passwords.
Everything is encrypted. You upload bank statements only — we never see your login or passwords. No sign-up needed.
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.
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Bank statements only have transaction descriptions and amounts — no BSBs, no account numbers, no passwords.
We sort your transactions, send your report, and that's it. Nothing else happens with your data.
One email with your report. No newsletters, no marketing. We might nudge you once next tax season — that's it.
Pick the option that suits you. Both come with the same colour-coded Excel report.
A colour-coded Excel report your accountant can use straight away.
Rotate your phone to view the report
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.