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Software

You don't need any. But if you want some, here's what we'd pick.

Bookkeeping packages typically cost £300 or more a year. We can produce your accounts without one — so treat everything on this page as optional.

The short answer

No bookkeeping software required

Most firms hand you a software subscription along with the engagement letter. We would rather save you the licence fee and the evenings spent learning it.

  • We build your accounts from your business bank transactions alone
  • Nothing to buy, learn, or keep paying for year after year
  • VAT registered? We file to HMRC through our own spreadsheet
  • Already using a package? We work with any cloud-based option
  • Your records stay yours — no lock-in to a platform we chose

Free downloads

Excel bookkeeping templates

Prefer a spreadsheet? These are the templates we hand to clients. They are also what we use to file VAT under Making Tax Digital without any software at all.

If you do want software

We work with any cloud-based package

These are the ones we see working well. Match the package to your transaction volume — paying for features you never open is the most common waste we see.

Pandle

Recommended

Free for low transaction volumes and inexpensive above that. Suits low to medium volume businesses.

FreeAgent

Free for some

Free for RBS and NatWest business customers. Best for lower transaction volumes.

Xero

Full featured

Suits low to high transaction volume businesses.

QuickBooks

Full featured

Suits low to high transaction volume businesses.