Convert your bank statements to Excel. Track income and expenses throughout the year. Be ready when 31 January arrives.
It's 29th January. You're staring at 12 months of bank statements trying to figure out what was business and what wasn't.
PDFs from your bank, statements you printed, receipts you've lost. Nothing matches up and you can't search PDFs.
That allowable expense from April? Buried somewhere in 200 pages of transactions. You're probably paying more tax than you need to.
Get all your transactions in one searchable spreadsheet
All transactions in Excel. Search for "Amazon" or "Uber" or any merchant. Find expenses in seconds, not hours.
Add your own columns for categories - "Business", "Personal", "Allowable Expense". Filter and sum instantly.
Convert statements monthly or quarterly. Build a complete picture throughout the year, not just at tax time.
Professional subscriptions, home office costs, travel expenses. When it's all searchable, you don't miss claims.
Clean records to support your return. If HMRC asks questions, you have everything organised and ready.
Your financial data is deleted within 24 hours. GDPR compliant. We don't store or share your information.
Search your converted statements for these common deductions
Software, trade body memberships, professional journals
Train tickets, fuel, parking, congestion charges for business
Proportion of utilities, broadband, phone bills
Courses, professional development, business books
Finally got on top of my self assessment. Converted all my statements, categorised everything in Excel, and actually found expenses I'd forgotten about.
5 free pages per day. No credit card required.