Convert PDF bank statements into structured transaction data for Excel, CSV, or QuickBooks import
Simple bookkeeping and tax estimates for UK sole traders
Stage
Not given
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Founded
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Based in
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GB
Pricing model
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Freemium
Pricing
Free: 10 pages per UTC day for 10 consecutive days. Starter: $14.50/month or $174/year (500 pages/month). Business: $24.50/month or $294/year (1,500 pages/month). Enterprise: $44.50/month or $534/year (5,000 pages/month). Annual plans save 50%.
Free everyday bookkeeping. Quarterly report: £6.99 per export. Annual report: £9.99 per export.
Key features
Excel export with formatted transactions sheet
CSV export with UTF-8 text output
QBO Web Connect file export for QuickBooks
OCR support for readable English scanned PDFs
Available balance verification checks
Batch uploads with merged downloads
Support for multiple export formats
Private file storage in workspace
Direct downloads without confirmation step
Income and expense tracking without bank connection
Receipt photo storage and attachment to expenses
Self Assessment and Making Tax Digital report exports
Income Tax and National Insurance estimates
Transaction history and record review
Receipt scanning with automatic field extraction
Expense categorization
What makes it different
Review transactions before import with direct downloads
Support for readable English scanned statements via OCR
Available balance verification to catch errors
Flexible team access with shared monthly allowance
No monthly subscription - pay only when exporting reports
Built for sole traders with no accounting experience required
No bank connection required to use the app
Stress-tested tax calculations for accuracy
Can be used alongside an accountant to reduce their time and costs
TallyClip
TaxSnapper