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Sorted Finance
BAS & Tax · Australia
v0.8.0 · 05 Mar 2026
Claude API KeyLocal only · sent only to api.anthropic.com
Period|→
Supported banks: CommBank (CBA) · ANZ · NAB · Westpac · Up Bank · and most AU bank CSV exports CBA: Auto-detected — no header row needed. Exports the date/amount/description/balance format directly. Tip: Export one quarter at a time for BAS. CBA: NetBank → Transaction History → Export as CSV.
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Drop your bank CSV here or click to browse
⚠ SaaS / overseas purchases: Penny will flag transactions where GST status is unknown.
You can resolve them manually or let Penny check against a known vendor list + ask Claude for the rest.
You cannot claim 1B on overseas digital services unless the vendor has charged AU GST — Penny will help you sort this out.
Transactions
0
Income
$0
Expenses
$0
GST Claimable (1B)
$0
GST Collected (1A)
$0
Duplicates ↗
0
Verify ↗
0
Unknown GST ↗
0
Uncategorised ↗
0
Resolve manually — select the correct GST status in each row. Penny will remember it next time.
✓ All transactions categorised and GST resolved
Your BAS figures are ready to review. Check the BAS tab, then export your summary.
Active filters:
Date
Description
Amount
Category
GST Status
BAS
Upload transactions first to see your BAS summary.
Ask Penny
Plain-spoken tax and BAS questions for Australian small business. Not a registered tax agent — always confirm with your accountant.
Press Enter to send · Shift+Enter for new line · Requires API key
Quick questions
Upload transactions first to see your super obligations.
Penny's Memory
Penny remembers every merchant correction you make and applies them automatically next time
Test a description
← type to test
Custom Categories
Add categories specific to your business. Choose a type so Penny knows how to treat them in your BAS.
How Penny learns: Every time you correct a category or GST status, she saves a rule for that merchant. Rules apply automatically next time you upload a CSV. Rules persist between sessions in your browser. Only confirmed corrections appear in Penny's Memory — auto-categorised ambiguous vendors (Amazon, Kogan etc.) won't appear until you verify them.
Welcome to Sorted Finance
BAS & Tax · Australia · Built for small business owners
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1. Upload your bank CSV Export from CBA NetBank → Transaction History → Export as CSV. Drop the file here — no account numbers leave your device.
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2. Let Penny categorise your transactions Click "Categorise uncategorised" and Penny uses AI to sort each transaction into ATO-recognised categories. She learns your merchants over time.
✓
3. Review flagged items Check anything marked ⚠ Needs Verification — these are purchases from ambiguous merchants (like Amazon) where the category needs your confirmation.
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4. Check your BAS Summary Switch to BAS Summary to see your G1, 1A, 1B and net GST figures. Use the period selector to filter to the exact quarter you're lodging.
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AI features need a Claude API key For AI categorisation, add your Anthropic API key in the bar above the tabs. Get one at console.anthropic.com — pay only for what you use (typically cents per BAS).
⚠ Sorted Finance is a productivity tool, not a registered tax agent. Always confirm figures with your accountant before lodging. GST credits require valid tax invoices.
Mark BAS as Submitted
This will save a snapshot of your BAS figures to your submission history.
⚠ Overlapping Date Range Detected
Tip: "Merge" may create duplicates — Penny will highlight them for you to review.