Accounting
SortX keeps accounting work connected to the records that created it. Rent, invoices, deposits, landlord statements and reconciliation exceptions are linked back to properties, tenancies, repairs and approvals.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Prepares landlord statements.
Creates source-linked invoices.
Tracks deposits.
Matches bank transactions.
Routes exceptions to review.
Keeps evidence attached to charges.
Short status markers for scanning the day without opening every record.
charges
reviewed
controlled
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Collect
Accounting operating layer prepares landlord statements.
statement pack
Review
Accounting operating layer creates source-linked invoices.
invoice queue
Approve
Accounting operating layer tracks deposits.
deposit status
Reconcile
Accounting operating layer matches bank transactions.
reconciliation exceptions
SortX keeps routine progress visible while protecting the decisions that need a person.
In a UK estate agency, this work crosses desks: negotiators, administrators, property managers, accounts, contractors, clients and compliance owners all need the same facts. SortX keeps the work on the operating record instead of spreading the detail across personal inboxes.
The accounting operating layer does the repeatable work first: reading, checking, drafting, matching and opening the next task. Anything that changes a client position, spends money, sends a sensitive message or affects compliance can be held for approval.
Managers can set owners, SLA clocks, approval limits and escalation rules around this workflow. Staff can still take over manually when a case needs judgement, and the record shows what the agent did before the handover.
That matters when the risk is accounts rebuilding context from emails. SortX gives the team the detail they need without asking them to hunt through tabs, exported reports or old message threads.
Practical details for directors, branch managers and operations teams.
Yes. The manual path stays available. Staff can take over, edit drafts, change owners, add context and approve or reject agent work.
SortX records the source record, timestamps, owner, approval decision and final output for this workflow. Evidence stays attached to the property, contact, tenancy, repair or accounting item.
Yes. Branches can run different owners, approval limits, SLA clocks and agent permissions while directors still get a consolidated view.
SortX gives agency accounts workflows a clear owner, a live status and a controlled approval path.