The books up to date without chasing invoices

Invoices spread across several inboxes, bank charges nobody can explain, payments that get forgotten and a spreadsheet with too many tabs. Every quarter, an afternoon lost.

• Invoices that turn up late or not at all.
• Outstanding payments nobody remembers.
• Unclassified expenses when the quarter comes round.

The paperwork needed to arrive on its own, with the system saying what was missing.

• The year at a glance: income, expenses, profit and tax, month by month.
• “Time to invoice”: recurring items due in the next 30 days, grouped by client.
• “To collect”: what has been invoiced and what will actually come in, after VAT and income tax withholding.
• What repeats every month, and the fixed margin.
• The quarter's checklist for the accountant, every figure one tap from copying and the invoices in PDF.
• Excel export of any filter.

It never fills in a figure that isn't in a document: it marks it as pending verification.