Features
The year-end pack, and what it honestly does not contain
What it does
What is in the pack?
The invoices you raised, the payments you took, credit notes and refunds, the costs recorded against jobs, and the standing costs. In other words the things an accountant asks for first, in one download rather than five exports put together by hand.
Why does it list what is missing?
Because a file described as complete is the one nobody checks. Anything the business has not recorded — cash work never entered, mileage nobody logged, receipts still in the van — cannot be in the pack, and saying so is the difference between your accountant knowing to ask and finding out in March.
Does it know when my year ends?
Yes, from your own financial year end rather than assuming April. A limited company with a thirty-first of March year end and a sole trader on the tax year get the right period without anybody choosing dates by hand.
Can I close the period off properly?
Yes, and it walks you through what is outstanding first: work finished and not billed, jobs with no price, hours nobody clocked. A period signed off knowing what was in it is worth considerably more than one that was signed off because a date passed.
Can my accountant get it themselves?
Yes, if you have given them a sign-in. Most of the point is that nobody has to email anybody — they look when they need to, and the pack is there whenever either of you wants a file.
What it does not do
Worth knowing before you spend an afternoon on it rather than after.
It is not a set of accounts and must not be filed as one. It is the records behind them.
It does not include anything you never entered. Cash jobs, unlogged mileage and receipts still in the van are not in it, which is exactly why the list of what is missing exists.
Photographs and uploaded documents are not bundled in. They are downloaded separately.
Nothing is filed with HMRC or Companies House from here.
See it being done
Step-by-step guides with a short recording of each one, free to read without an account.
The year-end records your accountant asks for
One file with the records behind your figures — and an honest list of what is not in it.
Closing a month, a quarter or a year
Sign a period off, keep the report exactly as it was, and see anything that lands in it afterwards — without freezing a thing.
Give your accountant a sign-in
Your accountant can sign in and see the money without seeing your customers, your diary or your job photos. Access runs for twelve months and then stops on its own.
Take a copy of everything
Download your customers, quotes, jobs, invoices and payments as spreadsheets — for your accountant, for your own records, or to take with you.
Recording what the business spends
Rent, vans, insurance, software — the costs that are not on a job, and what they turn your profit figure into.
Questions, answered
What is in the year-end records pack?
Invoices, payments, credit notes and refunds, job costs and standing costs, in one download — the things an accountant asks for first.
Does it say what is not included?
Yes, which is unusual and deliberate. Anything the business never recorded cannot be in the pack, and naming it is how your accountant knows to ask.
Does it use my own financial year end?
Yes, rather than assuming April, so a company year end and a sole trader's tax year both come out right.
What does it cost?
£29.99 a month for the whole business — every feature, every person, no add-ons and no per-user pricing. 60 days free and no card to start.
Everything else it does
Try it on your own work
60 days free with everything switched on, and no card to start. If you would rather ask something first, there is a person on the other end.
£29.99 a month for the whole business after the free 60 days.