CloseDock emails your bookkeeping clients a no-login upload link each month, sends reminders until every document arrives, and shows you what's missing. Built for independent bookkeepers and small practices (roughly 5-40 monthly clients). It sits next to QuickBooks/Xero; it does not replace them.

Clients open a private link and upload without an account.

No-login upload links

Set the doc list once; it repeats each month.

Recurring monthly checklists

Reminders go out day 3, 7 and 14 and stop when everything is in.

Automatic reminders

See received / missing / overdue per client.

Progress dashboard

Per-item uploads

Download a free printable checklist at https://closedock.app/checklist

Free printable checklist

CloseDock

Free

Solo

Firm

Clear Books is the ledger for a UK sole trader, landlord, or small company. You record income and expenses, send invoices, and file to HMRC from this file. Paid plans add bank feeds and bill and receipt capture. MTD for Income Tax quarterly updates are on the free sole trader and property plans. MTD VAT submissions are on Sole Trader Plus and on the Medium and Large organisation plans. The site has said it is UK software since 2008.

Xero and QuickBooks Online are the ledgers many accountants already know. Kick is a US replacement ledger. Dext, Hubdoc, and Veryfi capture documents and publish them into Xero or QuickBooks Online. Nanonets and DocuClipper extract invoices or statements for those same files. Clear Books is the books, not a capture add-on. Invoices, bank matching, VAT, CIS, and dividends live here, with hard plan gates. A US shop will not find 1099s in this file.

People who stay want UK support and one file that can start as a free MTD Income Tax record for a simple sole trader or a single property, then add invoicing and bank feeds. You can invite an accountant on the free plans. Limited companies, partnerships, and charities move to the organisation plans when they need journals, user permissions, dividends, and the fuller report set.

Sole Trader Free, Property Free, and Foreign Property Free cover HMRC-recognised MTD Income Tax quarterly updates and year-end filing, with no transaction cap, and you can invite an accountant. MTD VAT, the flat-rate scheme, and domestic reverse charge start on Sole Trader Plus. On organisation plans, MTD VAT submissions start on Medium. Small does not include them.

File MTD from the plan that includes it

Sole Trader and the organisation plans create and email invoices, including recurring invoices and reminders. Stripe and GoCardless are on the feature list for card and direct debit. Instant Bank Payments is an optional open-banking add-on. The pricing page does not show that add-on's price.

Invoice and collect in the same file

Paid sole trader and property plans include automated bank feeds and bill and receipt scanning. Organisation plans include a bank feed with automated matching on Small and up. The feature list also names an Auto Code pass over bank lines. The bank-feed provider is not named.

Match a bank feed and capture bills

Medium adds purchase orders, CIS reporting and submissions, and budgets, plus MTD VAT. Large adds project accounting, multi-currency with XE.com rates unless you override them, employee expense claims, mileage, and fixed assets. Stock tracking is marked on Small, Medium, and Large.

Step up for VAT, CIS, projects, and currency

The feature list says you can pay bills and payroll from Clear Books through Revolut Business. Payroll is a separate add-on with RTI submissions to HMRC and a 30-day trial. Its price is not on the pricing page. Auto Bills is included on paid sole trader and property plans and listed as an add-on on Small, Medium, and Large.

Pay bills or run payroll as add-ons

Organisation plans include journals, an audit log, user permissions, and period locks. Reports include profit and loss, balance sheet, cash flow, and trial balance, with CSV or PDF export. The accountant works in this file. There is no QuickBooks Online or Xero sync on the pages opened.

Lock a period and hand the file to an accountant

Clear Books is a UK ledger. Free MTD Income Tax plans exist. Paid plans start at £5/mo plus VAT. VAT filing is not on every plan.

Clear Books Review: UK Ledger, MTD Plans, and VAT Gates

Clear Books

Sole Trader Free

Sole Trader

Sole Trader Plus

Property Free

Property

Foreign Property Free

Foreign Property

Small

Medium

Large

Invoice Ninja is a free invoicing software designed for freelancers and small businesses. It provides tools for invoicing, payments, expenses, time tracking, and project management, allowing users to maintain a clear overview of their financial status. The platform enables users to create professional invoices and quotes quickly, manage client payments, and track business expenses efficiently.

Create beautiful, professional invoices and quotes in seconds.

Invoicing & Quotes

Clients pay directly from their invoice with one click.

Online Payments

Track every billable minute and manage projects with Kanban boards.

Time Tracking & Projects

Track all your business expenses and manage vendors.

Expenses & Vendors

Your clients get their own branded portal to view invoices and make payments.

Client Portal

Free Invoicing Software for Small Business

Free Plan

Kick is the ledger. You connect banks and cards through Plaid, plus Stripe, PayPal, Mercury, Ramp, Gusto, and BILL. Transactions land in Kick's cash-basis books already categorized. You review the misses, keep the rules that stick, match receipts, and reconcile. Reports and the year-end tax package come out of Kick.

It does not sit on QuickBooks Online or Xero. The live books live here, which is the opposite of Double (a layer on the file you already have) or staying in Wave with a local bookkeeper. For a US service shop, Kick's job is a shorter weekly review than QuickBooks and a year-end package a CPA can use. Owner help currently gates a direct QuickBooks import to Advanced; everyone else starts from bank feeds and a CSV or statement import.

People who stick with Kick are usually DIY US owners who found QuickBooks heavier than the books they actually keep. They care most about a clean year-end handoff: a review pass and a package an accountant can use, without paying a monthly bookkeeping service.

Bank, card, and processor lines post to the cash ledger as they sync. You correct the misses and keep rules. Kick leaves a transaction uncategorized when it is not confident.

Categorize as the feed lands

Forward, photograph, or upload receipts. Kick matches them to the bank or card line instead of leaving a pile in your camera roll.

Receipt and document matching

Plus and Advanced keep multiple LLCs in one login, match intercompany transfers, and split shared bills. New entities start free for 250 transactions, then $50/month, and that count does not reset next year. Older Plus plans stay capped at 5 entities until you move to current pricing.

Multi-entity in one workspace

Download an Excel year-end package (cover, P&L, balance sheet, general ledger, trial balance) for your CPA. Flag vendors as 1099 eligible and export a 1099 report. Kick does not e-file 1099s or the return.

Tax package and 1099 review

Cash-basis books are on every plan and post as transactions sync. Plus and Advanced add an accrual ledger, classes, departments, locations, projects, and AR/AP aging. Accrual posts only after you confirm the lines or a rule auto-confirms them.

Cash ledger now, accrual on Plus

Basic and above include an MCP server and CLI so you can query or update the books from Claude, ChatGPT, or a terminal. Firms also get a REST API across every workspace they manage.

MCP, CLI, and a REST API

Kick replaces QuickBooks for US service businesses. Free to 250 expenses/year, paid from $40/mo billed annually. Multi-entity, the catch, and who should skip it.

Kick Review: AI Ledger for US Founders (Not QuickBooks)

Kick

Basic

Plus

Advanced

Flowlu is an all-in-one project management and CRM platform designed for small and medium businesses. It offers tools for managing client work, tracking project progress, and handling financial records in one place. Users can create and send invoices, manage budgets, and visualize financial data with ease.

Log payments and expenditures for projects instantly to keep your books accurate.

Expense Tracking

Create and send invoices within seconds, automate billing, and get paid online.

Invoicing

Manage all financial records and plan your budget in one place with visual data insights.

Financial Management

Collaborate on tasks and projects in real-time with chat and comments.

Collaboration Tools

Measure and analyze time spent on each task to improve productivity.

Time Tracking

Flowlu

Essential

Ultimate

ExpenseMonkey is an AI-powered expense tracking tool designed for startups, teams, and businesses. It simplifies expense management by allowing users to scan receipts, track expenses, and generate reports effortlessly. With features like approval workflows and multi-currency support, it caters to the needs of freelancers and small businesses alike.

Snap a photo of your receipt and let the smart scanner extract essential details.

Receipt Scanning

Monitor, review, and organize your expenses in one place.

Submit expenses for approval and manage the expense flow efficiently.

Approval Workflow

Generate detailed expense reports and export them for budgeting.

Reporting

Handle expenses in multiple currencies seamlessly.

Multi-Currency Support

ExpenseMonkey

Light

Hurdlr automatically tracks all of your mileage, expenses, income streams, and tax deductions in real-time. On average, freelancers and small business owners find over $5,600 in tax deductions. The app provides real-time year-end and quarterly tax estimates for independent contractors, helping to lower 1099 taxes.

Never miss a trip with automatic tracking, maximizing your deductions.

Automatic Mileage Tracking

Capture your business expenses and receipts, claim every deduction.

Know the taxes you owe and when to pay, with live tax estimates and reminders.

Tax Estimates

Easy and complete invoicing for owners who need power and speed.

Easy-to-understand Income Statement (P&L), Balance Sheet, and other key financial statements.

Core Financial Reports

Hurdlr

MileIQ is an automatic mileage tracking app that helps users accurately log their drives for tax deductions and expense reimbursements. It saves users time by automatically classifying drives based on work hours and frequent locations, allowing for easy submission of tax-compliant reports. With over 1 million active users and 80,000+ 5-star reviews, it is recognized as the #1 mileage tracking app.

MileIQ tracks your drives automatically without the need for manual logging.

Users can classify drives as business or personal with a simple swipe.

Drive Classification

Submit mileage reports that comply with tax regulations with just a tap.

Tax-Compliant Reports

MileIQ saves drivers an average of 70 hours per year on mileage tracking.

Time Savings

Easily classify drives and submit reports from a single dashboard.

User-Friendly Interface

MileIQ

Premium Plan

Monthly Plan

Receipt Bot is a capture tool, not a ledger. You photograph, email, or upload receipts, supplier invoices, and PDF bank statements. OCR plus a staff check pulls supplier, dates, amounts, tax, and line items. You review, then export into QuickBooks Online or Xero as a bill, expense, invoice, or sales receipt with the image attached. You can also download Excel, CSV, or bank-import files (OFX, QBO, QIF) and skip the live sync.

The bill is the standout: unlimited users and client entities, you pay for document credits, unused credits roll six months, and a person checks the extract before you approve. Starter is $9/month for 45 credits. Standard is $27 for 150. Pro is $81 for 510. A simple invoice costs one credit. Line items cost two per page. Bank or supplier statement pages cost three. The mobile app has a free plan with 10 credits a month. Paid trials start with 30 credits and no card. As of August 2026 they also advertise 10% off the first six months.

Skip it if you need Dext-style supplier auto-fetch, an expense-report product for employees, or a US-first app with a deep review record. Documents must be English. When credits run out, processing pauses until the next bill. The Android app is mainly a camera; bank statements live on the web. Run the 30 free credits through a real month of invoices before you replace your current intake.

OCR reads the document, then qualified staff verify supplier, amounts, tax, and line items before you approve. English documents only.

Staff-checked extraction

Snap on iOS or Android, forward to a per-business inbox, upload in the web app, or pipe files through Zapier or the API.

Photo, email, web, or Zapier intake

Export creates a bill, expense, vendor credit, invoice, credit memo, or sales receipt with the image attached. Bulk export is capped at 25. You can re-export after edits.

Push to QuickBooks Online or Xero

Web-only. Reads statement pages and downloads Excel, CSV, OFX, QFX, QBO, QIF, or IIF. Each statement page costs three credits.

PDF bank statement conversion

Paid plans include unlimited staff, clients, and businesses. No per-client fee. Firms get a practice dashboard and co-branding.

Unlimited users and entities

Unused paid credits carry up to six months. When the balance hits zero, processing stops until the next billing date or you upgrade.

Credits that roll, then pause

Receipt Bot reads receipts, invoices, and PDF bank statements, then you push coded bills into QuickBooks Online or Xero. Credit-priced, no per-client fee.

Receipt Bot Review: Receipt Capture for QuickBooks and Xero

Receipt Bot

Basic (mobile)

Starter

Standard

Premium

Receipt Vault is a smart receipt management platform that uses AI to automatically collect, categorize, organize, and store all your receipts in the cloud. Users have immediate access to all receipts from any device, simplifying tax season, organizing personal finances, and managing business expenses. The platform offers seamless receipt collection, automatic organization, and detailed analytics on spending habits.

Automatically pulls receipts from email, allows manual forwarding, or uses OCR scanning for paper receipts.

Seamless Receipt Collection

Categorizes and organizes transactions for easy access and budgeting.

Automatic Organization

Provides real-time data on spending habits and allows for customized reports.

Detailed Analytics

Tracks return dates and sends alerts to avoid missed returns.

Return Window Tracking

Easily export organized receipts for bookkeeping and tax purposes.

One-Click Exports

Receipt Vault

Professional

Small Business

Gekko is designed specifically for small entrepreneurs, providing an easy-to-use accounting system with all necessary features. Users can manage expenses, scan receipts, create invoices, and track time and trips seamlessly. The Gekko Costs app allows users to digitize receipts effortlessly, eliminating the need for physical storage. Gekko offers a free basic plan with unlimited use, making it accessible for all entrepreneurs.

Scan and manage receipts using the Gekko Costs app, keeping expenses organized.

Receipt Management

Create and send professional invoices and quotations directly from the platform.

Track billable and non-billable hours with a clear overview and integration with calendars.

Connect your bank account for real-time updates on incoming and outgoing payments.

Real-Time Bank Integration

Automatically track business trips using GPS for accurate mileage logging.

Trip Management

Gekko

Gekko Basic

Gekko Premium

Smart Receipts is an AI-powered receipt scanner and expense tracker available on iOS, Android, and Web. It allows users to scan paper and digital receipts, organize expenses, and generate professional reports in PDF, CSV, and ZIP formats. Trusted by over 500,000 users worldwide, it simplifies expense tracking and digital receipt management for individuals and businesses alike.

Automatically extracts key data from receipts, including merchant name, date, total amount, tax, and payment method.

AI-Powered Receipt Recognition

Generate professional PDF, CSV, and ZIP reports for personal finance tracking or employer reimbursement.

Customizable Reports

Monitor personal and business expenses with intuitive graphs to help identify areas for cost reduction.

Ensures that your receipts, reports, and important information are always backed up and easily accessible.

Automatic Cloud Backups

Forward digital receipts and invoices to your Smart Receipts email address for automatic scanning and categorization.

Email Import

Smart Receipts

TripLog is an automatic mileage tracking app designed for individuals and teams. It simplifies the process of tracking and reporting mileage, expenses, and time management, making it ideal for freelancers, employees, and mobile workforces. With features like automatic trip capture and expense tracking, TripLog helps users maximize their tax deductions and reimbursement efficiency.

Capture every trip automatically with accuracy you can trust.

Track business expenses, scan receipts, and generate reports easily.

Expense Management

Clock in and out, capturing time across jobs and projects.

Time Management

Generate reports that comply with tax regulations.

Tax-compliant Reports

Access unlimited reporting features with the Premium plan.

Unlimited Reporting

TripLog

Harvest helps professional teams track time, bill clients, optimize team time, and measure performance with confidence. It offers features like time tracking, invoicing, expense management, and team management, all in one platform. Over 70,000 companies use Harvest to turn tracked hours into paid invoices.

Log hours your way, on any device with one-click timers, weekly and daily timesheets.

Create polished invoices from tracked time and expenses, with online payment options.

Log expenses per project, attach receipts, and manage reimbursements.

Analyze time spent and project profitability with visual breakdowns.

Approve timesheets, see team capacity, and assign people to projects.

Bookkeeping and accounting software