Features that match how jobs actually run
Invoices tied to customers, expenses tied to work, and a dashboard that answers “what am I owed?” without a spreadsheet.
Invoicing
Line items, totals, and status so you know what is sent, viewed, or overdue. Less chasing, clearer paper trail.
- Templates you can reuse
- Customer on every invoice
- Statuses you can scan quickly
- Totals that add up
Expenses
Upload receipts, keep amounts and vendors straight, and tie spend back to a customer or job when it matters.
- Receipt capture
- Categories
- Job or customer tags
- Export when your accountant asks
Overview
Month-to-date paid, what is still out, and expenses in one place—so you are not piecing it together from three apps.
- Paid vs outstanding
- Expense totals
- Customer list
- Simple comparisons month to month
Self Assessment without the accountant middleman
If you are self-employed and your books are not exotic, the hard part is rarely the tax form—it is collating what you earned and what you spent, then mapping spends into HMRC's categories. TradeTally does that from the invoices and expenses you already log.
Download a single PDF summary aligned with SA103F-style boxes, then copy the figures into HMRC's online Self Assessment (or hand the PDF to an accountant only when you want advice—not just data entry). You stay in control; we skip the step where someone charges you to sort receipts you already have.
- Paid invoice totals → turnover
- Expenses mapped to HMRC-style categories
- Net profit ready to transfer to your return
- Optional: still share with an accountant for complex cases
What this saves you
UK sole traders typically pay an accountant £250–£400/year just for Self Assessment filing (source: tax-wise.co.uk, sleek.com/uk, 2025). TradeTally Professional costs £192/year on annual billing — and includes invoicing and expense tracking year-round, not just a once-a-year filing.
Also included
Time on jobs
Log hours and fold them into what you bill.
Customers
One place for names, jobs, and invoice history.
Access controls
Workspace membership so the crew sees what they should.
Quick entry
Short paths for repeat work—fewer clicks, fewer errors.
Trends
See whether months are up or down without a pivot table.
Tax handoff
Exports your accountant can drop into their tools.
Works on your phone, on site
The same dashboard, invoices, and expenses — sized for one hand. Log a receipt in the van, check outstanding payments between jobs, or fire off an invoice before you leave the customer's drive.
How it works
Add your customers
Import or enter them once—they stay linked to jobs and invoices.
Send invoices & log expenses
Create invoices from templates, snap receipts as you go.
See where you stand
Dashboard shows what is paid, outstanding, and your margin.
See how these features work for your trade
Every trade has different invoicing needs. Explore how TradeTally fits yours.