Business Sorter
Business Sorter is a strategic planning tool that provides a card-sorting interface to help you create comprehensive business plans and track execution across your entire organization.
Jetpack Workflow
Jetpack Workflow is a cloud-based project management software designed specifically for accounting and bookkeeping firms to automate recurring client deadlines, track team productivity, and standardize office processes effortlessly.
Quick Comparison
| Feature | Business Sorter | Jetpack Workflow |
|---|---|---|
| Website | businesssorter.com | jetpackworkflow.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $10/month | $45/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2013 | 2014 |
| Headquarters | Auckland, New Zealand | Pittsburgh, USA |
Overview
Business Sorter
Business Sorter is a cloud-based strategic planning tool designed to simplify the complex process of building and executing a business plan. Instead of starting with a blank page, you use a unique card-sorting system covering six key business areas: sales, operations, finance, people, brand, and goods and services. This approach allows you to quickly identify priorities and delegate specific tasks to your team members.
You can monitor progress in real-time through automated reporting and status updates, ensuring your strategy doesn't just sit in a drawer. The platform is built for small to medium-sized business owners and consultants who need a structured, repeatable way to drive growth. By breaking high-level goals into actionable steps, you can keep your team aligned and accountable without the overhead of traditional, static planning documents.
Jetpack Workflow
Jetpack Workflow is a dedicated practice management platform built to help accounting and bookkeeping firms stay on top of their recurring client work. Instead of relying on messy spreadsheets or generic tools, you get a centralized hub where you can track every deadline, task, and client communication in real-time. You can quickly see which team members are over capacity and which projects need immediate attention to prevent anything from falling through the cracks.
The platform focuses on eliminating the mental overhead of manual tracking by providing pre-built workflow templates and automated recurring tasks. You can standardize your firm's processes so every team member follows the same high-quality steps for payroll, tax returns, or monthly bookkeeping. It scales with your firm's growth, ensuring you maintain visibility and control as you add more clients and staff members.
Overview
Business Sorter Features
- Card-Sorting Interface Build your plan quickly by sorting through pre-defined cards across six essential business pillars to identify your top priorities.
- Task Delegation Assign specific actions to team members and set clear deadlines to ensure every part of your strategy has an owner.
- Real-Time Tracking Monitor the status of every task and goal across your organization with automated progress updates and visual dashboards.
- Customizable Templates Adapt the built-in business logic to your specific industry by adding custom cards and unique steps to your workflow.
- Automated Reporting Generate professional PDF reports of your business plan and progress to share with stakeholders, investors, or your internal team.
- Collaborative Workspace Invite your team to contribute to the planning process and keep all strategy-related discussions in one centralized, secure location.
Jetpack Workflow Features
- Recurring Automation. Set your client work on autopilot by scheduling daily, weekly, or monthly tasks that recreate themselves automatically.
- Workflow Templates. Access a library of pre-made accounting templates to standardize your services and onboard new staff members faster.
- Capacity Management. View your team's workload at a glance so you can redistribute tasks and prevent burnout during busy seasons.
- Centralized Dashboard. Track all active projects across your entire firm from a single screen to identify bottlenecks before they become problems.
- Email Integration. Sync your inbox to attach client communications directly to specific jobs, keeping your entire team informed and updated.
- Time Tracking. Record time spent on specific tasks directly within the app to monitor profitability and improve your firm's billing accuracy.
Pricing Comparison
Business Sorter Pricing
- Up to 3 users
- Full card-sorting access
- Unlimited business plans
- Task management tools
- PDF report generation
- Email support
- Everything in Small Team, plus:
- Up to 10 users
- Advanced team collaboration
- Enhanced progress tracking
- Priority customer support
- Centralized user management
Jetpack Workflow Pricing
- Unlimited clients and jobs
- Unlimited document storage
- Standardized template library
- Basic recurring automation
- Email support access
- Everything in Organize, plus:
- Capacity planning tools
- Advanced team scheduling
- Budgeted vs actual hour tracking
- Priority customer support
Pros & Cons
Business Sorter
Pros
- Card-sorting method makes strategic planning much faster
- Intuitive interface requires almost no technical training
- Affordable pricing for small businesses and startups
- Effective for keeping remote teams aligned on goals
Cons
- Limited integrations with third-party project tools
- Mobile experience is less robust than desktop
- Lacks advanced financial forecasting or modeling tools
Jetpack Workflow
Pros
- Extremely easy to set up recurring accounting tasks
- Clean interface that requires very little staff training
- Excellent customer support tailored to accounting needs
- Massive time savings compared to manual spreadsheets
Cons
- Mobile experience is limited compared to desktop
- Reporting customization could be more flexible
- Lacks a built-in client portal for document signatures