How it works
Bookhand checks your books. A real accountant, as much as you need.
Daily numbers for every business, and a named accountant to do it all, on call at fixed prices, or not at all. No year-end panic.
- 1
Connect or send it in
Link Xero and your bank feeds in minutes, or skip it: forward receipts and invoices to your own Bookhand inbox and upload bank statements. You can mix the two.
- 2
Bookhand checks daily
Every morning Bookhand goes through what landed overnight, whether it came from Xero or your inbox, splits marketplace payouts into sales, fees and refunds, and tells you what looks off.
- 3
Your accountant reviews
On Done for you, your named accountant at a partner firm reviews the books monthly and files every return. On Accountant on call, they review quarterly and take on any job at a fixed price.
- 4
You see what changed
Daily and weekly reports flag anything unusual. Each month you get a forecast, the story behind your numbers and ways to improve profit, all in plain English.
Two ways in
With your software, or without it
Bookhand doesn't need you to have accounting software. Send things in and it keeps the records; connect Xero and it reads them for you.
Send it in
Forward receipts and supplier invoices to your Bookhand inbox, snap them on your phone, and upload bank statements as CSV or PDF. Bookhand sorts every line and keeps the records for you.
- Receipts and supplier invoices by email or photo
- Bank statements uploaded as CSV or PDF
- Questions about your numbers answered in a chat
- Shopify and Amazon payout reports uploaded, until those connections go live
Suits: Sole traders, landlords, anyone on spreadsheets, and accounts with no bank feed
Connect your software
Link Xero, and through it your bank feeds, with read-only access. Bookhand goes through what landed overnight, every morning, without you sending anything.
- Bank lines checked every morning through Xero
- Lines Xero couldn't match flagged for a receipt
- Overdue invoices flagged for you to chase
- Read-only: it can never move your money
Suits: Businesses already on Xero, and ecommerce brands with daily payouts
Every plan works either way, and you can mix them: connect Xero and still send in the receipts and statements it doesn't have. Start by sending things in and connect later without losing anything. Anything marked coming soon can be sent in meanwhile.
- XeroAvailable
- QuickBooksComing soon
- ShopifyComing soon
- AmazonComing soon
- StripeComing soon
- PayPalComing soon
What it takes off your plate
Less time on the books. More profit from them.
The jobs Bookhand does for you, what each saves you and what it does for your profit. Tell us which coming soon ones matter most when you join, and we'll build those first.
When you send it in
Receipts by email or photo
Forward a receipt to your Bookhand inbox or snap it on your phone. It's read, stored against the right expense and kept for HMRC.
- Saves
- No shoebox, no month-end receipt hunt
- Profit
- Every allowable cost claimed, so less tax
Bank statements without a feed
Upload a CSV or PDF statement and every line is sorted into the right category, with anything unclear asked about in plain English.
- Saves
- Hours of copying lines into a spreadsheet
- Profit
- Books you can trust, even for accounts with no feed
Tax set-aside and safe to spend
Income tax, corporation tax and VAT worked out as you go, so you see what's really yours after the bills and HMRC.
- Saves
- No year-end guessing
- Profit
- No surprise tax bill draining your cash
Deadline calendar and reminders
MTD updates, VAT, self assessment, payroll, corporation tax and confirmation statement dates, with a nudge before each one.
- Saves
- No tracking dates across HMRC and Companies House
- Profit
- No late filing penalties or interest
Mileage and use of home
Log trips by message and claim working from home. Worked out at HMRC's flat rates, ready for your return.
- Saves
- No separate mileage log to keep
- Profit
- Allowances most sole traders forget to claim
Missed deductions check
A review of what you spend against what you could claim: equipment, training, phone, subscriptions and capital allowances.
- Saves
- No digging through HMRC guidance
- Profit
- A lower tax bill, legitimately
Director's pay planner
The tax-efficient mix of salary and dividends for this year, checked against the profit you've actually made.
- Saves
- No back and forth over the split
- Profit
- More of your profit kept, in your pocket
Pricing and margin calculator
Put in your costs and time for a product or job and see the price that hits your target margin, and what a discount really costs you.
- Saves
- No spreadsheet built from scratch
- Profit
- Prices that cover every cost, so better margins
Quotes and invoices on request
Ask "invoice Smith & Co for 3 days at £450" by message and get a finished invoice back to send.
- Saves
- Minutes per invoice, every invoice
- Profit
- Invoices go out the day the work's done, so you're paid sooner
When your software is connected
Bank lines sorted every morning
Business bank feeds through Xero, from Starling, Monzo, Revolut, Wise and the high street banks, checked daily with anything odd flagged.
- Saves
- No weekly reconciliation session
- Profit
- Duplicate and unexpected payments caught early
Payouts checked against orders
Shopify, Amazon, Stripe and PayPal payouts split into sales, fees and refunds, and checked against the orders behind them. Until a channel is connected, upload its payout report.
- Saves
- Hours of payout reconciliation each month
- Profit
- Short payouts and creeping fees found in pounds
Supplier price rise watch
Every supplier bill compared with the last one and your purchase orders, so a quiet price rise or a double bill gets flagged.
- Saves
- No line-by-line bill checking
- Profit
- Margin protected before a rise eats it
Subscription audit
Every recurring charge listed with what it costs a year, flagging tools nobody uses and plans that crept up.
- Saves
- No trawling statements for direct debits
- Profit
- Wasted spend cut straight from overheads
Daily summary by email
Each morning: cash, what's owed, what's due and anything to check. Slack and WhatsApp are on the way.
- Saves
- No logging in to find out how things are
- Profit
- Problems spotted the day they happen
Invoice chasing that stops when paid
Polite reminders go out on overdue invoices in your name and stop the moment the money lands.
- Saves
- No awkward chasing emails to write
- Profit
- Paid days sooner, with less cash tied up
Failed payment recovery
Failed card and Direct Debit payments from Stripe or GoCardless spotted the same day, with the customer prompted to pay.
- Saves
- No checking each failed payment by hand
- Profit
- Revenue recovered that would quietly slip away
Payroll and team expenses
Payroll journals from your payroll provider and team expense claims, checked and posted with receipts attached.
- Saves
- No rekeying payroll or chasing receipts from staff
- Profit
- Real cost of each hire visible
Cash forecast from your pipeline
Deals in HubSpot or Pipedrive added to your forecast, so you see cash coming before it's invoiced.
- Saves
- No separate forecast spreadsheet
- Profit
- Hire, buy stock or borrow at the right time
What you get
Daily, weekly, monthly and beyond
Everything Bookhand and your accountant do for you, and when it happens.
Every day
Each morning, from what landed in your books or inbox the day before
Daily report: yesterday's sales by channel against the same day last week, and your cash position
BookhandFlags for possible duplicate payments and first payments to new payees
BookhandFlags for sudden sales drops on a channel and spikes in refunds
BookhandCard payments that still need a receipt, and overdue invoices to chase
BookhandA warning when cash is getting tight against upcoming bills
BookhandComing up: invoices, bills and tax due in the next 7 days
BookhandSupplier invoices you email to your Bookhand inbox read and stored, then checked against your purchase orders, bills and payments, with any mismatch flagged
BookhandShopify and Amazon payouts checked against the orders behind them, with fees split out and any shortfall in pounds
BookhandEcommerce plan
Every week
A weekly report covering the last 7 days
Sales for the week by channel against the week before, plus refunds
BookhandCash at the start and end of the week, money in and money out
BookhandSpending by category against last week, with the biggest outgoings called out
BookhandHow many bank lines matched automatically and how many wait for a receipt
BookhandEvery flag from the week in one list, the ones needing action first
Bookhand
Every month
Once the month's books are closed
Your books reviewed by your named accountant
Your accountantDone for youA plain-English story of your month: what moved your profit, margin and cash
BookhandSpending patterns: cost spikes and creeping subscriptions
BookhandA 6-month forecast of sales, profit and cash
BookhandRecommendations to improve profit, with the pounds attached
BookhandMargin by sales channel, after fees and shipping
BookhandEcommerce planPayroll, if you add it at £10 per employee a month
BookhandLimited company and Ecommerce plans
Every quarter
On HMRC's deadlines
Your books reviewed by your named accountant
Your accountantAccountant on callMaking Tax Digital quarterly updates, signed off by your accountant
Your accountantDone for youSole trader planVAT returns, prepared and filed, if you're VAT registered
Your accountantDone for youLimited company and Ecommerce plansVAT returns, prepared and filed, if you add them at £15 a month
Your accountantDone for youSole trader plan
Every year
After your year end
Self assessment tax return
Your accountantDone for youSole trader planYear-end accounts filed with Companies House
Your accountantDone for youLimited company and Ecommerce plansCorporation tax return
Your accountantDone for youLimited company and Ecommerce plansConfirmation statement
Your accountantDone for youLimited company and Ecommerce plans
Any time
Whenever you need it
Your dashboard: flags, forecast and recommendations in one place, next to your cash, profit and VAT
BookhandAsk Bookhand: questions about cash, hiring, pricing or tax, answered from your live books
BookhandAdvice from your named accountant when you need a person
Your accountantDone for youOne written answer a month from your named accountant, with more, and any accounts or returns, at fixed prices per job
Your accountantAccountant on call
Items without a tag come with every plan. Items tagged Done for you or Accountant on call come with that service level only; on Accountant on call you can buy any of the accounts and returns at a fixed price. Insight has no accountant. Reports arrive by email and on your dashboard.
The model
Bookhand plus a real accountant
Your records come in from Xero or your inbox. These two work on them, each doing what it's best at.
What Bookhand does
- • Reads every receipt, invoice and statement you send, and sorts each line
- • Checks your books daily and flags bank lines with no receipt or match
- • Checks each sales channel payout against the orders behind it
- • Checks each supplier invoice against your purchase orders and payments
- • Spots spending patterns: cost spikes and creeping subscriptions
- • Forecasts your sales, profit and cash for the next 6 months
- • Sends daily and weekly reports, flagging duplicate payments, overdue invoices and missing receipts
- • Writes a plain-English story of your month
- • Recommends ways to improve profit, with the pounds attached
- • Flags anything unusual for you, or your accountant, to check
What your accountant does
All of this comes with Done for you. On Accountant on call you get a quarterly review and buy the rest at a fixed price per job. Insight has no accountant.
- • Reviews the books each month
- • Signs off every return
- • Prepares year-end accounts
- • Completes your tax returns
- • Handles filings with HMRC and Companies House
See it for yourself
Try it before you join
Everything here runs on sample data, so you can explore without connecting anything.
Dashboard preview
The reports, flags, forecast and monthly story you'd see each day.
See the dashboardSecurity
Your data, kept safe
Is my data encrypted?
Yes. Data is encrypted in transit and at rest, and hosted in the UK or EU.
Can you move my money?
No. Connections are read-only, and statements you upload are just files. Bookhand can see transactions but can never make payments.
Who can see my books?
Only you and, if your plan includes one, your named accountant at our regulated partner firm.
Ready to have your books checked daily?
Pilot places are limited. Join the waitlist and we'll be in touch.