Businesses buried in paperwork
Owners with a drawer of receipts and no current picture.
Finance Automation & Digital Accounting
Digital Bookkeeping
Integrated bookkeeping using bank feeds, receipt capture, automated processing and regular reconciliation.
Overview
How we help with Digital Bookkeeping
Digital bookkeeping is not just bookkeeping on a computer. It is bank feeds, receipt capture and rules doing the routine work so a person only handles the exceptions.
Transactions arrive automatically from your bank and payment platforms, receipts are captured by photo or forwarded email and matched to the transaction, and coding rules handle everything predictable. We review and reconcile on an agreed cycle, dealing with the items that need judgement.
The result is records that are current rather than retrospective, and digital record keeping that satisfies Making Tax Digital requirements as they extend.
What's included
Everything covered in this service
Scope is agreed in writing before we start, and the fee is fixed against it. If something falls outside, we tell you what it costs before doing it.
- Bank and payment platform feeds with automated matching
- Receipt and invoice capture by app or email
- Coding rules for recurring transactions
- Regular reconciliation and exception handling
- Making Tax Digital compliant digital record keeping
- Live access to your figures at any point in the month
Who it's for
Built around how you actually operate
Businesses preparing for MTD
Companies and landlords who will need digital records.
Owners who want live figures
Businesses that need to see the position mid-month, not months later.
FAQs
Digital Bookkeeping — common questions
Do we still need to keep paper receipts?
Generally no, provided the digital copies are legible and retained for the required period. Digital capture also makes them far easier to find during an enquiry.
Does this satisfy Making Tax Digital?
Yes, provided records are kept digitally with a digital link through to the return. That is exactly how we set the process up.
How is your fee worked out?
Fixed fee, agreed before we start. Pricing depends on the size and complexity of your business, so get in touch for a free, no-obligation quote.
Can you help if we're switching from another accountant?
Yes. We handle professional clearance with your previous accountant and update the agent authorisations with HMRC and Companies House, so you don't have to manage the handover.
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Let's talk about Digital Bookkeeping
Tell us where you are now and what you need. We'll come back with a fixed fee and a clear scope — no obligation.
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