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SortMe Reviews 

32
TrustScore 4.5 out of 5

4.6

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Rated 5 out of 5 stars

Simple and easy to use. Setup allows for good level of customisation for your own needs without being overwhelmed with too many options

Company replied

Rated 4 out of 5 stars

It is probably too soon for me to pass judgement as I have only just begun my SortMe journey. So far, I am most impressed with the only major being a particular glitch with transaction descriptions.

Company replied

Rated 4 out of 5 stars

Easy to set up and connect accounts. Quickly able to see income and outgoings and work through the budget process. Reviewed auto categorisations and changed a few that didn't quite align. Didn't qu... See more

Company replied

Rated 5 out of 5 stars

I like that I can see all my financial transactions and accounts on one app. Bonus...was the 1 on 1 with a Sort Me Consultant (Charlotte) who helped me to navigate through the app and understand the S... See more

Company replied

Company details

  1. #1 of 1 best companies in Financial Planner

Written by the company

SortMe is a New Zealand-built personal finance platform that pulls your full money picture into one place. Bank accounts, KiwiSaver, mortgage, credit cards, side hustles. Once they're connected, you get a live view of where you stand: net worth, cashflow, where the money's going, and what's safe to spend this week. You also get the SortMe Cashflow Health Score, a real measure of how your household is tracking, plus proactive nudges when something needs your attention. The result is the thing most Kiwis are missing: one place to look, and confidence about what to do next. Customers use SortMe to pay down debt faster, plan a first home or property upgrade, sort their KiwiSaver fund choice, and find thousands a year, every year, in savings they didn't know were there. When a bigger decision lands, like a mortgage refix or a property move, SortMe connects you with a trusted advisor or broker partner who already understands your situation. SortMe isn't a bank. It doesn't move your money, and it doesn't sell your data. That's never changed, and never will. Try SortMe for $1 (7 days).


Contact info

4.6

Excellent

TrustScore 4.5 out of 5

32 reviews

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4.6

All reviews

(32)

32 reviews in the last 12 months

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Rated 5 out of 5 stars

Simple and easy to use

Simple and easy to use. Setup allows for good level of customisation for your own needs without being overwhelmed with too many options

20 July 2026
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Reply from SortMe

Thank you! We try to make things easy

Rated 5 out of 5 stars

Great programme

Great programme. Integrates with most NZ banks.
The half hour free introductory session with Charlotte was awesome.

14 July 2026
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Reply from SortMe

Thank you. Charlotte does a great job. I'm glad you found a lot of value in it.

Rated 4 out of 5 stars

It is probably too soon for me

It is probably too soon for me to pass judgement as I have only just begun my SortMe journey. So far, I am most impressed with the only major being a particular glitch with transaction descriptions.

13 July 2026
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Reply from SortMe

Thanks Hudson, Feel free to contact us (support@) if you want to dig into this discription issue.

Rated 5 out of 5 stars

Helpful with awesome support

SortMe is so helpful for getting a big picture view of our finances. The online meeting with Charlotte was great to get me set up.

13 July 2026
Unprompted review
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Reply from SortMe

Great to hear. We take pride in our onboarding process. Nice to hear it's hitting right

Rated 5 out of 5 stars

Quality Customer Service, Awesome End User Experience.

Sortme provides a really nice user experience, with quick and easy setup and a really wide range of features. I was grateful to be contacted by a Sortme financial advisor to organise a financial review session even whilst on my trial period. This responsiveness and customer experience blew me away. The integrated feature request system is also really nice and makes me confident that the application and service will only continue to get better.

8 July 2026
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Reply from SortMe

Thank you Sam. We put a lot of effort into helping users get set up and then surfacing the risks and opportunities. Glad to hear it's working for you.

Rated 5 out of 5 stars

I like that I can see all my financial…

I like that I can see all my financial transactions and accounts on one app. Bonus...was the 1 on 1 with a Sort Me Consultant (Charlotte) who helped me to navigate through the app and understand the Sort Me features. Highly recommended to anyone wanting to reach their financial goals. Blessings.

2 July 2026
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Reply from SortMe

So good to hear. Thank you. Yes having that one-on-one is a huge value add. We aim to exceed expectations.

Rated 5 out of 5 stars

SortMe helped me save $

SortMe shows me useful insights and recommendations. It's found spending patterns I'd missed and has helped me save. Connecting my bank accounts was easy, definitely recommend.

23 June 2026
Unprompted review
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Reply from SortMe

So happy you're loving your insights. We put a lot of effort into surfacing useful insights for you.

Rated 5 out of 5 stars

Modernised money management

I've been using Sortme since the early days, and seen their commitment to constant feature development first hand. I've used several tools in the same category and found them to result with the same, uninspiring 'make more, spend less' directives. Sortme has found a way to make household financial management tasks engaging and motivating.

24 June 2026
Unprompted review
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Reply from SortMe

Thank you. Thank you.

Rated 5 out of 5 stars

The perfect combination of bespoke…

The perfect combination of bespoke control and simplified UX. And the team are super responsive if you need support.

12 June 2026
Unprompted review
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Reply from SortMe

Thank you so much. This really emphasises our design philosophy of 'less is more' and prioritising automation over designing an old-style software tool.

Rated 5 out of 5 stars

this app has literally changed our life…

this app has literally changed our life with looking into the future for savings planning for holidays and reviewing where our overspends are taking place. In an environment where life is so expensive this app has changed our mindset around money to being a lot more positive

12 June 2026
Unprompted review
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Reply from SortMe

We absolutely love hearing stories like yours, and we're just grateful that we can be part of your financial journey.

Rated 5 out of 5 stars

Great product

Great product, works better than expected and support available immediately when needed.

11 June 2026
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Reply from SortMe

Thank you so much. We do try to exceed expectations.

Rated 4 out of 5 stars

I am a recent subscriber to SortMe

I am a recent subscriber to SortMe. I am still getting acquainted with it but the feature I have found useful so far is the automatic catagorisation of income and expenditure

8 June 2026
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Reply from SortMe

We spent a lot of time getting this right, and we're proud to have the best auto categorisation on the market.

Rated 5 out of 5 stars

Really grateful for this app

Really grateful for this app, it’s helped me to continually track everything closely as we slowly recover from some big setbacks over the past year.

Love that the app doesn’t have hidden costs nor do I receive pointless spam. Truly this app is a great tool to keep motivation and commitment high

3 June 2026
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Reply from SortMe

So nice to hear. Thank you

Rated 5 out of 5 stars

Feeling more sorted!

I'm still new to the software but was super surprised and delighted to get a call to see how I was going and to have one little issue I was having insta-sorted. So far this app is giving me great visibility and helping me make better choices everyday on how I spend and invest my money.

3 June 2026
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Reply from SortMe

It's truly amazing how money habits change when you have SortMe tracking everything. Glad you're lovin it.

Rated 5 out of 5 stars

A top piece of software for a really…

A top piece of software for a really reasonable price that really helps people with their personal finances. Couldn't recommend highly enough.

20 May 2026
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Reply from SortMe

Thanks, Jamie. We just launched our new guarantee as well.

Rated 4 out of 5 stars

Easy to set up and connect accounts

Easy to set up and connect accounts. Quickly able to see income and outgoings and work through the budget process. Reviewed auto categorisations and changed a few that didn't quite align. Didn't quite fit my current circumstances but provides a useful tool to manage where I'm at.

1 June 2026
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Reply from SortMe

Thanks Harry. We'd love your detailed feedback on what was missing for you. Also check our Feature Requests here: https://sortme.canny.io/feature-requests

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