Pricing
The app that pays for itself
The average user finds $2,371 in savings. Boost starts at $99 a year. It pays for itself.
★ 4.7 on Trustpilot · 17,000+ households helped
7-day trial for just $1, on either plan.
Boost
Most popular$29 /month
$99 /year
$149 /two years
$29/month · $99/year · $149/two years
For households who want the full picture and a clear next step.
- Everything for your personal money: unlimited bank connections, Budgeting, Spend, Subscriptions, Cashflow Forecast & Health Score, Growth, Protection, SortMe AI, Goals, household sharing, iOS + Android apps.
- 1 free 30-minute SortMe consultation.
- 30-day money-back guarantee.
Pro
$49 /month
$299 /year
$399 /two years
$49/month · $299/year · $399/two years
For households with a company, trust, rental or side business in the mix.
- Everything in Boost, plus the money your bank feed never sees: add transactions by hand (cash, a work card, a bill spread across months) and split one transaction into parts with their own categories. Entity Management keeps unlimited entities (trusts, companies, LTCs, partnerships, sole-trader ops) as separate books beside your personal money, filtered to one entity or with personal money hidden. Receipt prompts on entity spends of $500 or more, one-tap Current FY and Last FY views, and a one-click End-of-Financial-Year accountant pack.
- 2 free 30-minute SortMe consultations.
- 30-day money-back guarantee.
Pro is billed on the web (Stripe). You'll use it everywhere, including the mobile apps.
Try SortMe Pro for $1Not sure which plan fits?
Give us a call and talk it through with an NZ-based SortMe expert. Bring your setup, however messy, and we'll tell you straight which plan covers it.
Rule of thumb: if your money is all personal,
Boost.
If any of it needs end-of-year accounts done,
Pro.
What's included
| Feature | Boost | Pro |
|---|---|---|
| Bank connections (all major NZ banks) | Yes | Yes |
| Open banking (ASB, ANZ, BNZ) | Yes | Yes |
| KiwiSaver, Sharesies & investment connections | Yes | Yes |
| Mortgage tracking + fixed-rate expiry alerts | Yes | Yes |
| Budgeting (pay-cycle native, category groups, Budget Cycle Review) | Yes | Yes |
| Spend Overview (auto-categorisation, tags, notes) | Yes | Yes |
| CSV export of transactions | Yes | Yes |
| AI subscription & income detection | Yes | Yes |
| Cashflow Forecast + Health Score | Yes | Yes |
| Growth (net worth, mortgage, KiwiSaver, investing) | Yes | Yes |
| Protection (policy register, gap alerts, adviser handoff) | Yes | Yes |
| SortMe AI | Yes | Yes |
| Goals tied to real accounts | Yes | Yes |
| Household sharing | Yes | Yes |
| iOS + Android apps | Yes | Yes |
| Free 30-min SortMe consultations | 1 | 2 |
| Add transactions by hand (cash, cards your bank can't see) | — | Yes |
| Split transactions | — | Yes |
| Entity Management (unlimited entities, filter by entity) | — | Yes |
| Receipt prompts on entity spends ($500+) | — | Yes |
| Financial-year views (Current FY, Last FY) | — | Yes |
| One-click EOFY accountant pack | — | Yes |
Money back guarantee
Find $500 in your first 30 days, or your money back.
If SortMe doesn't surface at least $500 of savings in your first 30 days, tell us and we'll refund what you've paid. The average user finds $2,371, so we're comfortable making this promise in writing.
Not sure which plan fits?
Book a chat with a real person who'll look at your situation and tell you straight, including "you don't need Pro" if you don't.
