Business Sorter and Xero
Where business planning and execution come together

Business Sorter helps you carry out business planning in a fraction of the time it normally takes. By integrating Business Sorter with Xero, executing your plan also becomes quicker and easier.

Business Sorter displays relevant financial information from Xero to help you and your team carry out specific key steps in your business plan.

Xero Add-on

EXAMPLES

Sales

Let’s say one of the key steps in your plan is for your sales team or account managers to focus more time and effort where you stand to gain the most. Business Sorter shows them where to start by ranking your top customers and displaying up-to-date income figures for each.

Operations

Suppose one of your key steps is for your operations team to review the quality and cost of key suppliers. Business Sorter helps them get started immediately by ranking your top suppliers and displaying up-to-date costs for each.

Helps you look at your business from every angle

Business Sorter plus Xero

What is Business Sorter?

Business planning software that enables you to create a comprehensive plan in under 2 hours.

  • It saves many hours of business planning because 90% of the work is done for you.
  • Instead of having to come up with a plan from scratch, the content is provided under six key areas.
  • Simply sort through cards, identifying the top priorities in your business and the steps needed to accomplish your goals.
  • Business Sorter is intuitive and easy to use. You don't need any previous business planning experience.

Find out more or try Business Sorter planning software for free.

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

“As Business Management Consultants, we are well aware that, statistically, businesses with a business plan have a far greater chance of success than those that don’t. ‘If it is not written down, it’s only a dream.’ We at Prime Strategies Group find Business Sorter a fast and engaging way to get business planning document on paper.”

Rob Drower, Partner, Prime Strategies Group.

“... very easy and fast to use... information to prompt us when required and ideas to make us think in depth about where we are heading and what our priorities are.”

Suzanne Papa, Owner, What’s Up House Inspections.

How to connect Xero to Business Sorter

Xero Add-on

Login to your Business Sorter dashboard and open one of your plans. In the top right-hand corner of the plan, press the button and follow the simple steps to connect the plan to Xero.