Friction
Receipts end up scattered, responsibilities stay unclear, and you stop trusting the numbers. Month end slips and reporting arrives late or incomplete.
Slow replies, lots of chasing
Queries drag on, month end slips, and you spend time nudging instead of running the business.
I think that was client entertainment. I’ll check if I have an invoice for it now!
I couldn’t find an invoice for the last one mentioned, do you have any more information I could use to search?
Numbers you do not trust
Categorisation feels inconsistent and the Profit and Loss never feels final when you need it most.
Transaction date
Total amount
VAT
Transaction date
Total amount
VAT
Transaction date
Total amount
VAT
A messy workflow
Receipts and invoices live across inboxes and people, with ad hoc emails and last minute scrambles to close.
La Cafe
Uploading...
To:
Subject:
Receipts from La Cafe
Have you got the receipts from yesterday, Tom?
Solution
A dedicated accountant owns your books, supported by automated workflows that keep evidence attached and month end moving.
Dedicated accountant
A named accountant who knows your business and keeps your books moving.
Video call
Audio call
Book a call
Message
Evidence, organised
Receipts and invoices collected in one place, ready when bookkeeping needs them.
Search
Runnerz R Us
£89.99
Today at 13:59
Acme Corp.
£12.50
Yesterday at 16:22
Sage Coffee
£49.59
13 Feb 2026 at 11:12
Runnerz R Us
£15.59
Runnerz R Us
Uploaded just now
In-context clarifications, only when needed
Automation handles most of the work. Any questions are asked in context so nothing blocks month end.
Francesca
08:45
EchoSphere Enterprises
£32.50 on 22 Apr 2024 from Revolut Everyday
We’re not sure about the VAT status of this transaction. If you’d like to reclaim VAT, could you share the VAT invoice?
Attach invoice
Don’t reclaim VAT
Up to date reporting
Your numbers stay current throughout the month, so you are not waiting for month end to see where you stand.
Current balance
£239,586.41
Feb
Mar
Apr
May
Jun
July
Aug
Sep
Oct
Nov
Dec
Jan
Oct 2025 closing balance
£443,567.35
£240k
£200k
£160k
£120k
£80k
£40k
£0
