Bookkeeping for small businesses

Freelancers and sole traders running a service business, such as consultants, designers and developers. Solopreneurs and small businesses can collect receipts and invoices automatically by email, review their records, and prepare Excel or PDF reports for themselves or their accountant.

Yes. Enable Email collection in Settings, then forward selected supplier emails to your business’s collection address or give it to suppliers. Emails are collected automatically. PDFs and photos are read when you open your workspace; CSV and plain-text receipts are read on arrival. The resulting records update your draft reports. Review and approve the figures yourself. You can pause collection or replace the address. Existing document, processing and storage allowances apply; there is no direct Gmail or Outlook inbox connection.

Create an account, verify your email and set up your business. Enable Email collection in Settings to forward receipts and invoices, or upload a few documents to try it. Check dates, totals, income or expense, categories and business use against the originals. Correct uncertain readings, then open Reports and download Excel or PDF. The free sample includes 10 uploads total, with no expiry or card required.

Originals, extracted text and records are saved in your private Cloudflare workspace; originals use Cloudflare R2. Your account can preview and download its originals. Upload links allow files and folder questions, but cannot download originals. Optional connected apps can receive requested records and reports within the permissions you grant. Authorised service and hosting operators may access stored data for maintenance or recovery.