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Rounds · Expenses & your accountant

Books done as you go.

Snap receipts at the till, see what's come in and gone out, and give your accountant their own login. No shoebox in January.

Start for £35 a monthAll of Rounds

Receipt read

Reading…
Supplier
Date
Amount
Category
Save expense

In & out

OctoberTax year
Money in£1,284.00
Expenses£187.60
What's left£1,096.40

Your accountant can see this. Read-only.

  • Receipts read for you
  • Categories shaped like HMRC's form
  • In & out by month and tax year
  • Your accountant's read-only login
Receipts

Snap it at the till.

Take a photo of a receipt and WorkWise reads it for you: who it's from, the date, the amount and the category. Check it and save.
  • Categories shaped like HMRC's self-employment form
  • Add an expense by hand when there's no receipt
  • The photo is kept with the expense
In & out

What came in. What went out.

Money is counted when it lands, so In & out lines up with your bank. See it by month, or for the whole tax year.
  • Money in from every way customers pay, cash included
  • Expenses by category, ready for your tax return
  • A tax-year download for you or your accountant

Expenses/In & out

This monthTax year

In

£14,280

Out

£3,912

Left

£10,368

Money in, by how they paid

Direct Debit£5,120

Pay by Bank£3,840

Card£2,960

Cash & cheque£2,360

Money out, by category

  • Vehicle & fuel£1,864
  • Cleaning supplies£742
  • Equipment & tools£610
  • Insurance£388
  • Phone & internet£214
  • Bank & payment fees£94
Your accountant

Your accountant logs in. You stay on the round.

Add your accountant's email. They log in with a code we email them each time and see the money side only: in & out, expenses, receipts, invoices and downloads.
  • Read-only: they can look, not change
  • No customer list or phone numbers
  • Remove their access any time

Clearview Window Cleaning's books

Read-only access for jo@ashbyaccounts.co.uk

Read-only
SummaryPaymentsDownloads
Tax year 2026–27 so far

Money in

£14,280

Money out

£3,912

Left

£10,368

Expenses by HMRC heading

  • Car, van and travel expenses£1,864
  • Cost of goods bought for resale or goods used£742
  • Other allowable business expenses£610
  • Rent, rates, power and insurance costs£388
  • Phone, fax, stationery and other office costs£214
  • Bank, credit card and other financial charges£94

Also in your books

Six more, all part of the plan.

  • Every invoice kept

    Invoices exactly as they were sent, for you and your accountant.

  • Tax-year download

    Everything for the year in one download.

  • Download all your data

    Customers, visits, payments and expenses, whenever you want them.

  • Manual expenses

    No receipt, or paid in cash? Add it by hand.

  • Code each visit

    Your accountant gets a fresh code by email every time they log in.

  • Money side only

    Your accountant never sees your customers' contact details.

More in WorkWise Rounds

Rounds overview

WorkWise Rounds

Make January the easy month.

Receipts, In & out and your accountant's login, all included in £35 a month.

Start for £35 a monthSee pricing

No contract. VAT included where applicable. Cancel any time.