QuickEasyTax
Feature · Bookkeeping

The boring bit.
Automated.

Connect your bank. Transactions are imported and categorised automatically. Your P&L and balance sheet update in real time. Invoices created in seconds. No accounting knowledge required.

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Bank feeds via Open Banking

Connect once. Import forever.

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AI categorisation

Claude categorises each transaction automatically.

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Invoice creation + PDF

Professional invoices in seconds.

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P&L and balance sheet

Updated as transactions come in.

Bank feeds via Open Banking

We connect to your bank using TrueLayer, one of the UK's leading Open Banking providers operating under FCA authorisation. Your credentials never touch our servers — authentication happens directly between you and your bank.

  • ✓All major UK business banks supported
  • ✓Transactions imported up to 90 days back on first connect
  • ✓Daily automatic sync thereafter
  • ✓Duplicate detection — no double entries
  • ✓FCA-regulated Open Banking (TrueLayer)
  • ✓Revoke access anytime from within the app

Bank connection status

Starling Bank

Connected

Business Current Account

438 transactions imported

Monzo Business

Add bank

Current Account

Transactions

AMAZON WEB SERVICES

IT & SoftwareVAT 20%

-£22.50

GOVT GATEWAY VAT

VAT PaymentVAT —

-£2,520.00

CLIENT PAYMENT REF#847

Sales IncomeVAT 20%

+£4,800.00

TRAVIS PERKINS LTD

MaterialsVAT 20%

-£184.00

TESCO FUEL

TravelVAT 20%

-£96.40

AI categorisation powered by Claude

Every transaction is automatically categorised by Anthropic's Claude model, mapped to your UK chart of accounts, and assigned the correct VAT rate. You review, override if needed, and move on.

Categories follow the 27 standard UK micro-entity account types — pre-seeded when you create your company. No setup required.

  • ✓Standard UK chart of accounts (27 categories)
  • ✓Correct VAT rate auto-assigned
  • ✓Manual override with one click
  • ✓Rules learned from your corrections

Invoicing + PDF export

Create professional invoices in seconds. Add line items, set payment terms, apply VAT. Download as PDF or send directly. Track which invoices are paid, overdue, or outstanding.

  • ✓Multiple line items per invoice
  • ✓Auto-calculated VAT
  • ✓PDF generation (server-side, no client rendering)
  • ✓Invoice numbering (auto-increment)
  • ✓Payment status tracking
  • ✓Invoice history with filters

INVOICE

#INV-0024

Issue date

13 Jul 2026

DescriptionAmount
Web development — June 2026£4,000.00
Hosting setup£200.00
Subtotal£4,200.00
VAT (20%)£840.00
Total£5,040.00

Financial reports, always current

Your P&L and balance sheet update automatically as transactions are categorised.

Profit & Loss

Income vs expenses by category. Month-to-date, year-to-date, or custom date range. Exportable.

Balance Sheet

Assets, liabilities, and equity. FRS 105 micro-entity format. Ready for accountant review.

VAT Summary

All VAT transactions by period. Cross-reference your submission with the underlying data.

Double-entry

Every transaction creates balanced journal entries. Full audit trail behind every figure.

Start automating your bookkeeping today.

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