For business owners and accountants
In small companies the books are often behind, then caught up in a rush before the VAT return or year end. Books keeps them current as you trade, so the figures are right whenever you need them.
Run a practice? Book a demo and we'll walk you through it.
BOOKSOCTOBER 2026| DATE | DETAILS | STATUS | AMOUNT |
|---|---|---|---|
| 02/10/2026 | Card sales payoutSales, 28 Sep – 1 Oct | Proposed Approved | 4,812.40 |
| 03/10/2026 | Web hostingInvoice attached · matched to bank | Matched Approved | (170.11) |
| 06/10/2026 | Software licenceAnnual · split over 12 months | Matched Approved | (4,428.00) |
| 07/10/2026 | Office rent, OctoberLease attached · matched to bank | Matched Approved | (1,500.00) |
| 09/10/2026 | Office suppliesCard · no receipt yet | Needs receipt | (64.20) |
| 13/10/2026 | Bank feeAccount fee, September | Matched Approved | (12.50) |
12 ready to approve · 2 need you · showing 6 of 142 still need you: a receipt for office supplies, and 1 line with no match yet. Showing 6 of 14.
Every transaction is recorded as it happens, so you are never looking at last month's position.
It is built from entries that are already recorded and checked, not from a pile of receipts.
The books are right all year, so year end starts from figures you can stand over.
No, it is the best time. Starting from your first month means the books are never behind, and there is no backlog to clear later.
Only what you allow. Each invoice and bank transaction is handled as it arrives, and Books learns how your business works. Within thresholds you set, it can post routine entries on its own, such as a monthly bill that always matches. You decide what posts automatically and what waits for approval, by supplier, type or amount. Anything ambiguous is flagged and resolved with you before it posts, and every entry links to the invoice or bank line behind it.
No. Books prepares the VAT3 from your recorded entries. You or your accountant file it on ROS.
Pricing is agreed with each pilot company. Join the waitlist and we will tell you the price before you commit to anything.
Join the waitlist and we'll be in touch when a pilot place opens.