Less chasing.
More accounting.
BookkeepMate works like an extra pair of hands in your practice, day and night, all year round. It collects receipts and statements from clients on WhatsApp and email, does the data entry, chases what's missing and hands you a ready-to-upload file for your accounting software. You check it, you approve it, you stay in charge.
Sound familiar?
Every practice needs a bookkeeper. Few can afford one.
Chasing clients for receipts
The same reminders, every month, by email, text and phone. Then a shoebox of paper the week before the deadline.
Typing up paperwork
Keying in invoices, picking account codes and VAT rates, spotting duplicates. Hours that nobody pays you for.
MTD four times a year
Making Tax Digital turns one annual deadline into quarterly updates for sole traders and landlords. Same team, four times the admin.
How it works
Works like a bookkeeper. Never forgets to chase.
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Step 1
Collects the paperwork
Clients send photos to your practice WhatsApp, forward PDFs to your docs@ address and share bank statements. Nothing new for them to install.
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Step 2
Does the data entry
It reads supplier, date, net, VAT and total, suggests the account code and tax rate, and learns each client's rules.
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Step 3
Chases clients politely
Bank lines with no receipt become polite WhatsApp or email reminders. It understands replies and only asks for what's still open.
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Step 4
Hands you a ready file
You check the flagged items and approve the rest in one click. BookkeepMate then prepares a CSV in your accounting software's import format, ready to upload.
Watch it work
One receipt, from client's phone to upload file
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1
Arrives
A WhatsApp photo and an emailed PDF land in the inbox.
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2
Read
Supplier, date, VAT and total are picked out and checked.
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3
Coded and checked
Account code and VAT rate suggested, UK rules like CIS flagged.
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4
Chased
A missing receipt triggers a friendly reminder, and the reply is matched.
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5
Approved and exported
You approve, and the bills drop into a ready-to-upload CSV.
Illustration with sample data. Timing is shortened for the animation.
Inside BookkeepMate
See the screens you'll actually use
Real screens from the demo, with sample clients.
Features
Everything a good bookkeeper does, without the hiring
Bank statement matching
Every bank line matched to a document, or flagged as missing, CIS or possibly personal.
Never takes a day off
Documents are read the moment they arrive, even at weekends and over Christmas. Reminders go to clients at sensible hours, never at 2am.
Smart chasing
Friendly reminders on WhatsApp and email that follow up until the paperwork arrives.
Ready-to-upload CSV
Approved items exported in the import format your accounting software expects. Upload and you're done.
Deadline calendar
MTD, VAT, CIS, Self Assessment and company deadlines for every client, with early warnings.
UK checks built in
Flags CIS payments, domestic reverse charge, invalid supplier VAT numbers and personal spending.
Ask BookkeepMate
Ask in simple language about any client, deadline or number, and see the source behind every answer.
Client notes
Private notes with reminders, and instructions it follows: "Fuel is always 80% business."
Full audit trail
What the AI suggested, what you changed and who approved it, with the original document.
Security
Built for client data from day one
Your clients trust you with their finances. BookkeepMate is designed around that.
UK data hosting
Client documents and data are stored on UK servers, encrypted in transit and at rest.
You stay in charge
BookkeepMate never logs in to your accounting software. Nothing is uploaded or sent without your approval.
No training on your data
Client documents are processed to do the work, never used to train AI models.
GDPR ready
A data processing agreement for every practice, and a full audit trail of every change.
Questions accountants ask
Does it replace Dext or AutoEntry?
It can work alongside them or on its own. BookkeepMate focuses on collecting and chasing paperwork through WhatsApp and email, preparing ready-to-upload files and tracking MTD quarters.
Do my clients need to install anything?
No. They send photos to your practice WhatsApp number or forward emails to your docs@ address.
Does it file anything with HMRC?
No. It prepares the work and flags questions. You review, approve and submit with your existing software.
Which accounting software does it support?
BookkeepMate prepares a CSV in the import format your accounting software expects, including Xero, QuickBooks and Sage, so you can upload it directly. Using something else? Send us its import template and we'll match it.
How do I get into the demo?
Request access below. Once we approve you, usually within one working day, you sign in with your work email and a one-time code. No password to remember, and the demo is set up in your name with sample clients.
Meet your new bookkeeping mate
Request access and we'll set up a demo practice in your name, with sample clients and a full quarter of paperwork.
- We approve requests within one working day
- Sign in with your email and a one-time code
- Founding practices get early pricing