Features

Everything you need to run the books, in one place

AccuKash covers the full bookkeeping cycle — quote, invoice, record costs, reconcile the bank and prepare VAT — with reporting that actually tells you something. Anything still on the roadmap is marked Planned.

Invoicing & quotes

Create branded quotes, convert them to invoices in one click, and chase payment automatically.

Customisable invoices

Design invoices that look like your business, not your software.

  • Persistent company logo with brand colours across invoices and quotes
  • Custom fields, terms and per-customer footers
  • Email or download clean branded PDFs in a single click
  • Line-level discounts, nominal codes and VAT rates

Quotes & estimates

Win the work first, then convert with no re-keying.

  • Quote templates with expiry dates
  • One-click convert quote → invoice
  • Online accept/decline for customers
  • Track win rate by customer and value

Recurring invoicing

Set retainers and subscriptions once and let them run.

  • Weekly, fortnightly, monthly, quarterly or annual schedules
  • Optional auto-send on the due date
  • Available on Business and Business + Payroll plans
  • Edit or cancel a schedule at any time

Credit notes & refunds

Correct mistakes without breaking your audit trail.

  • Full or partial credit notes against any invoice
  • Automatic allocation to outstanding balances
  • Refund recording against a bank account

Get paid faster

Planned

Add a Pay Now button to every invoice and take card, Open Banking or direct debit payments.

Online payments

Planned

Let customers pay the moment they open the invoice.

  • Card payments via Stripe or GoCardless
  • Open Banking pay-by-bank with no card fees
  • Direct debit for recurring customers
  • Payments auto-allocate and mark the invoice paid

Credit control

Planned

Chase politely, automatically and on schedule.

  • Automated reminder sequences per customer
  • Aged debtors with drill-down to the invoice
  • Customer credit limits with soft and hard blocks
  • Scheduled monthly customer statements

Customer portal

Planned

A secure link where customers see everything they owe.

  • Live invoice, quote and statement history
  • Pay one or many invoices in a single checkout
  • Download PDFs without an account

Banking & reconciliation

Connect your bank with Open Banking and reconcile with suggested matches instead of typing.

Open Banking feeds

Planned

Transactions arrive automatically, every day.

  • Connect unlimited current, savings, credit card and cash accounts
  • Daily automatic refresh with manual re-sync
  • Balances and cash position update in real time

Smart reconciliation

Match transactions in bulk with confidence scoring.

  • Auto-suggested matches to invoices, purchases and expenses
  • Bank rules that categorise repeat transactions
  • Bulk accept, split transactions and record transfers
  • Flexible CSV/Excel statement import wizard with column mapping and auto-detection

Cash flow

See what is actually going to be in the bank.

  • Rolling 12-week cash flow forecast
  • Scenario planning for late payers
  • Money in vs money out by month

Migration wizard

Bring your core records across from QuickBooks, KashFlow or another accounting system.

  • Import customers, suppliers, products, invoices and opening balances from CSV or Excel
  • QuickBooks, KashFlow and general export presets
  • Automatic column suggestions with manual mapping for unfamiliar exports
  • Preview, duplicate detection and non-destructive import before anything is written

Purchases & expenses

Capture receipts on your phone, track supplier bills and never lose a claimable cost.

Supplier bills

Record, approve and pay what you owe.

  • Purchase invoices with due dates and payment terms
  • Aged creditors and supplier statements
  • CIS domestic reverse charge support

Receipt capture & upload

Snap a receipt with your camera or upload files on the go.

  • Take receipt photos using your mobile camera or upload files & PDFs
  • Automatic image optimization and durable storage attached to the expense
  • Interactive full-screen receipt preview modal with download support
  • Rebillable expenses linked to customer invoices

Mileage tracking

Claim every business mile at HMRC approved rates.

  • 45p/25p car rates applied automatically
  • Car, van, motorcycle and bicycle rates
  • Return journeys and recurring routes
  • Rebill mileage to a customer's next invoice

VAT & Making Tax Digital

MTD-ready VAT returns calculated from your books, ready to check and file.

VAT returns

Boxes 1–9 calculated for you, with a full audit trail.

  • Standard accrual scheme, with cash accounting and flat rate in development
  • Drill down from any box to the underlying transactions
  • Locked periods so filed returns can't be edited
  • Reverse charge handled on supplier bills

Making Tax Digital

Digital records kept the way HMRC requires.

  • Digital record keeping with no re-typing
  • Nine-box figures ready to file
  • Return history with the figures as filed
  • Direct MTD submission in development, pending HMRC recognition

Self assessment

Sole traders get their numbers without the January panic.

  • SA103 self-employment summary
  • Allowable expense categorisation
  • Year-end pack to hand to your accountant

Reporting & insight

50+ reports, a dashboard you can rearrange, and answers in seconds.

Financial statements

The reports your accountant asks for, ready on demand.

  • Profit & loss, balance sheet and trial balance
  • Nominal ledger and journal listings
  • Comparative periods and year-on-year variance
  • Export to CSV, Excel or PDF

Management reports

Understand where the money actually comes from.

  • Sales by customer, product and nominal code
  • Aged debtors and aged creditors
  • Gross margin and expense breakdown
  • Project and department tracking

Customisable dashboard

Put the numbers you care about front and centre.

  • Drag-and-drop widget layout
  • Cash position, outstanding invoices and overdue totals
  • Trend charts for income, spend and profit
  • Per-user layouts

Payroll

Planned

HMRC-recognised cloud payroll wired straight into your bookkeeping.

Run payroll in minutes

Planned

Weekly, fortnightly, four-weekly or monthly.

  • Automatic PAYE, NI and student loan calculations
  • RTI submissions (FPS and EPS) to HMRC
  • Payslips emailed or published to the employee portal
  • P45, P60 and P11D generation

Pensions & auto-enrolment

Planned

Assessment and submissions handled for you.

  • Automatic worker assessment each pay run
  • Postponement, opt-in and opt-out handling
  • Submissions to NEST, Smart Pension and The People's Pension
  • Re-enrolment reminders

Statutory pay & leave

Planned

Sick, maternity and paternity pay without spreadsheets.

  • SSP, SMP, SPP, ShPP and SAP
  • Holiday accrual and absence tracking
  • Journals posted straight to your accounts

Accountants & teams

Give your accountant a free seat and your team exactly the access they need.

Free accountant access

No more emailing backups or exporting spreadsheets.

  • Free seat for your accountant or bookkeeper
  • Practice dashboard across all their clients
  • Trial balance export to accounts production
  • Year-end journals posted directly

Roles & permissions

Everyone sees what they need and nothing else.

  • Owner, admin, bookkeeper, accountant and viewer roles
  • Per-module permissions
  • Full audit log of every change
  • Two-factor authentication

Mobile, apps & API

Run the business from your phone and connect the tools you already use.

AccuKash Go mobile app

Planned

Full bookkeeping in your pocket.

  • Raise and send invoices on site
  • Snap receipts and log mileage
  • See who owes you and chase them
  • Works offline and syncs when you're back online

Integrations

Planned

Plug into e-commerce, CRM, payments and stock.

  • Stripe, GoCardless, PayPal and Square
  • Shopify, WooCommerce and Amazon
  • Time tracking, CRM and email marketing apps
  • Zapier for everything else

Developer API

Planned

Build on top of your own data.

  • REST API with OAuth 2.0
  • Webhooks for invoices, payments and bank transactions
  • Sandbox environment and full reference docs
  • Rate-limited, versioned and stable

Security & compliance

UK-hosted, encrypted and independently certified.

Data protection

Your books are safe, backed up and yours.

  • UK data residency
  • AES-256 encryption at rest, TLS 1.3 in transit
  • Continuous backups with point-in-time restore
  • Export all of your data at any time

Certification

Audited to the standards your accountant expects.

  • ISO 27001 aligned controls
  • PCI DSS compliant payment handling
  • GDPR compliant with a signed DPA
  • UK data residency with encryption at rest

See it working on your own numbers

Start a free trial and we'll drop in sample data so you can click through invoicing, banking, VAT and reports straight away.