Freelancers
Less admin between you and your work.
Capture costs as they happen, keep client-chargeable items separate and prepare an organised handover to your accountant.
Start with what needs doing.
Useful starting tasks—not a blank chat box.
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01
Organise my recent receipts
Sort recent captures into categories and see which still need a detail.
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02
Find costs chargeable to a client
Filter the costs you may bill on, separate from your own overheads.
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03
Prepare my monthly report
Produce a clear report for the month, ready to share.
What matters when you work for yourself.
Light on process, solid on records.
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Capture as you go
Photograph a receipt or forward it by email, and keep the original with the record.
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Client-chargeable costs
Mark costs that relate to a client so they are easy to find later.
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Monthly reports
Export a PDF or Excel report when you or your accountant need one.
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Accountant handover
Invite your accountant to the workspace and choose what they see.
A simple monthly rhythm.
Keep it small and regular.
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1. Capture
Add receipts when they happen.
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2. Review
Confirm the details and categories.
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3. Separate
Flag client-chargeable costs.
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4. Report
Prepare the month’s report.
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5. Hand over
Share with your accountant if you wish.
Fewer loose ends
Receipts stay with the record.
Keep the document, the details and the history together, so you are not searching mailboxes and photo folders at the end of the month.
- Receipts by email forwarding
- Original evidence retained
- PDF and Excel report export
- Manual tools alongside AI
You decide how formal it gets.
No process you do not need.
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Work alone
A sole-user workspace does not need an approval chain you cannot staff.
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Share selectively
Give your accountant access to the workspace you choose, and remove it when you wish.
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Manual fallback
If AI is unavailable, the same records can be managed with the familiar tools.
Questions from this audience.
Can I keep client costs separate?
Yes. You can mark costs that relate to a client so they can be found and reported separately.
Can my accountant see everything?
Only what you share. You invite them and can change or remove their access.
Do I have to use AI?
No. AI, Hybrid and Classic are three views of the same records.
See it with sample data.
Try the workflow first, or start with your own workspace.