Freedom251 › Personal Finance Software
SortMe
by SortMe
What SortMe is
SortMe is a personal finance platform that combines bank, mortgage, KiwiSaver, investment and business accounts in one view. It supports Android, iOS and web, with budgeting, bill tracking, net-worth tracking, account synchronisation and report export. Budgets can follow weekly, fortnightly or monthly pay cycles, using group or category caps and a Budget Cycle Review. Cashflow Forecast looks six to 12 months ahead, flags tight months with a Health Score and explains the outlook plainly. SortMe AI answers questions from connected transactions, accounts and goals while retaining conversation context. Connections use Akahu for major New Zealand banks, plus KiwiSaver, Sharesies, Kernel, Wise and CSV imports. Household sharing gives partners separate logins and one shared view. Pro adds separate entity books, deductible tagging, receipt prompts for spends of $500 or more and an EOFY accountant pack. SortMe says connections are read-only, data uses AES-256 encryption and user data is not sold or rented.
Who it suits
It is built for New Zealand households and is currently focused on New Zealand. It also suits users managing shared finances or separate business entities alongside personal accounts.
What it does well
- Six-to-12-month cashflow forecasting
- Household sharing with separate logins
- Read-only bank connections
- AI answers using connected finances
- Report export and mobile apps
What to know first
- Focused on New Zealand users
- KiwiSaver sync excludes individual transactions
- It does not provide regulated financial advice
- Paid plans start at $29 a month
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Boost | $29 /month · Unlimited bank connections · 1 free 30-minute consultation · 30-day money-back guarantee | $29 a month |
| Pro | $49 /month · Unlimited entities · 2 free 30-minute consultations · 30-day money-back guarantee | $49 a month |
| 7-day trial | $1 for 7 days · Full access to the selected plan · Plan starts automatically on day 8 unless cancelled | 1 NZD, paid once |
| Boost | $149 /two years · Unlimited bank connections · 1 free 30-minute consultation · 30-day money-back guarantee | 149 NZD, paid once |
| Pro | $299 /year · Unlimited entities · 2 free 30-minute consultations · 30-day money-back guarantee | 299 NZD a year |
| Pro | $399 /two years · Unlimited entities · 2 free 30-minute consultations · 30-day money-back guarantee | 399 NZD, paid once |
| Boost | $99 /year · Unlimited bank connections · 1 free 30-minute consultation · 30-day money-back guarantee | 99 NZD a year |
As sortme.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
SortMe brings household and business accounts, budgeting, forecasting and conversational AI into one financial view. New Zealand users should weigh its KiwiSaver limitation and advisory boundary against the shared-account and forecasting tools.
Facts from SortMe's own pages
- Account sync
- both · sortme.com, 22 Sept 2026
- Advice limitation
- SortMe says it surfaces financial gaps and connects users with advisers but does not provide regulated financial advice. · sortme.com, 12 Oct 2026
- AI
- SortMe AI answers questions using connected transactions, accounts and goals, and remembers context across conversations. · sortme.com, 12 Oct 2026
- Audience
- SortMe describes itself as built for New Zealand households and says it is currently focused on New Zealand. · sortme.com, 12 Oct 2026
- Bill tracking
- Yes · sortme.com, 22 Sept 2026
- Budgeting
- Budgets can follow weekly, fortnightly or monthly pay cycles and include group or category caps and a Budget Cycle Review. · sortme.com, 12 Oct 2026
- Budgeting tools
- Yes · sortme.com, 22 Sept 2026
- Business use
- Pro adds unlimited separate entity books, deductible tagging, receipt prompts on spends of $500 or more, and an EOFY accountant pack. · sortme.com, 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. · sortme.com, 12 Oct 2026
- Free plan
- No · sortme.com, 22 Sept 2026
- Headquarters
- Auckland, New Zealand · sortme.com, 19 Oct 2026
- Households
- Household sharing gives partners separate logins and one shared financial view. · sortme.com, 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. · sortme.com, 12 Oct 2026
- KiwiSaver limitation
- KiwiSaver connections sync balances but not individual KiwiSaver transactions. · sortme.com, 12 Oct 2026
- Mobile apps
- both · sortme.com, 22 Sept 2026
- Net-worth tracking
- Yes · sortme.com, 22 Sept 2026
- Privacy
- SortMe says it does not sell or rent user data and that account data is deleted when the account is deleted. · sortme.com, 12 Oct 2026
- Product
- SortMe brings bank, mortgage, KiwiSaver, investment and business accounts into one view for personal finance management. · sortme.com, 12 Oct 2026
- Report export
- Yes · sortme.com, 22 Sept 2026
- Security
- Bank connections are read-only, data is encrypted with AES-256, and SortMe says it passed the Google Security Audit. · sortme.com, 12 Oct 2026
- Support
- Boost includes one and Pro includes two free 30-minute SortMe consultations. · sortme.com, 12 Oct 2026
Where SortMe stands on Freedom251
- Personal Finance Software#167 of 181