How it works

See how Simple Self-Employed works.

Understand your finances in five simple steps, from the first statement upload to the accountant pack.

Upload statements

Import CSV statements from your bank or card provider. No bank connection is required.

Import preview

Barclays current account

Amex card

CSV column mapping

Quickly categorise business and personal spending, then use rules to speed up repeat transactions.

Review queue

Business

Personal / excluded

Transfer

Track salary, dividends and self-employed income together, rather than stitching the picture together at year end.

Income mix

PAYE salary

Dividends

Self-employed income

Understand what you are likely building up before tax deadlines arrive.

Tax estimate

Tax already paid

Estimated balance

Payment dates

Generate accountant-ready reports and transaction detail when it is time to hand over.

Accountant pack

PDF summary

CSV detail

XLSX workbook

Start with one CSV statement and build from there.