Features
Features
Everything below is part of the first release unless it is marked as coming later. Every business type shares one double-entry ledger, so your profit and loss and balance sheet always add up.
INVOICES & QUOTES
Get paid faster with invoices that look like your brand.
- Branded templates with your logo, colour and a choice of three layouts
- Quotes with an optional deposit, accepted online and turned into an invoice in one click
- Recurring invoices weekly, monthly or yearly
- Email sending with editable templates and a private online invoice page with viewed tracking
- Pay now by card through your own Stripe account
- Overdue reminders, part payments, credit notes and customer statements
- Invoices in other currencies, reported in pounds
BANK & RECEIPTS
Bring in your bank lines and sort them in minutes.
- CSV import with presets for Tide, Monzo, Starling, Barclays, HSBC, Lloyds, NatWest and Santander, plus a column mapper for anything else
- Duplicate protection when you import the same statement twice
- Rules such as “contains Adobe → Software”, and suggestions learned from your past choices
- Split one line across several categories, and pair transfers between your own accounts
- Monthly reconciliation against your statement balance
- Receipts attached to any line, stored privately and matched by amount and date
- Automatic bank feeds and receipt reading (coming later)
VAT
VAT on every line, and a return built straight from your books.
- Standard, Flat Rate and Cash Accounting schemes, with reverse charge for overseas services
- 20%, 5%, 0%, exempt and outside-scope rates on each line
- The correct VAT wording on your invoices
- A 9-box return with the transactions behind every box
- Filing to HMRC from the plugin (coming later)
YEAR END & PAYING YOURSELF
Close the year with figures your accountant can trust.
- Profit and loss, balance sheet, trial balance, ledger, and aged debtors and creditors
- A year-end checklist that stops you closing books that are not finished
- Micro-entity accounts figures and a Corporation Tax computation, including marginal relief, losses and capital allowances
- Director’s salary log, dividends with board minutes and vouchers, and director’s loan warnings
- Equipment register with depreciation, mileage at HMRC rates and the use-of-home allowance
- Deadline emails 30 and 7 days before each filing and payment date
SOLE TRADERS & LANDLORDS
Simple categories, with Making Tax Digital in mind.
- Income and expense categories mapped to the Self Assessment boxes
- Property income for landlords
- A running tax estimate including Class 4 NI and payments on account
- Quarterly update figures, ready as Making Tax Digital for Income Tax reaches more people
- Quarterly updates and the final return filed from the plugin (coming later)
BOOKKEEPERS & MULTIPLE BUSINESSES
Run several sets of books from one WordPress install.
- A business switcher at the top of every screen
- Roles for each business: owner, bookkeeper and read-only accountant
- An activity log of who changed what and when
- A practice dashboard, client portal and filing as an agent (coming later)
MOVING FROM ANOTHER PACKAGE
Switch without guessing whether everything came across.
- A Migration Wizard for CSV exports from your old software
- A preview of every row before anything is imported
- Reconciliation against your old totals, with every difference explained
- Undo an import before you rely on it, with a full audit trail
YOUR DATA AND BACKUPS
Your books, on your server, under your control.
- Everything is stored in your own WordPress database, not in our cloud
- One-click backup and restore of your data and receipts
- Your records stay readable and exportable even if your licence lapses
- Optional encrypted backups hosted by WearDigital (coming later)
