The paperwork
arrives on its own.
Lisa is a bookkeeper that lives in WhatsApp. Receipts, cash sales and mileage go in as they happen — read, coded and filed the same day. Nothing to install, nothing to log into, nothing to remember.
£48.60 · 4 Aug · card
Every figure here is made up — plausible, but nobody's real books.
Send it and forget it.
A photo of a receipt. A voice note in the van. A forwarded invoice. Whatever's easiest at the time — Lisa reads it, works out what it is, codes it, and puts it where it belongs.
Including the cash.
The £400 in notes that never gets written down anywhere. Say it out loud and it's in the books — the single biggest hole in most sole traders' records.
Ask it anything.
What have I spent this month, who still owes me, what should I put by. Plain questions, plain answers, from the actual figures rather than a guess.
Quarter end stops being a scramble.
Because nothing was left to the end. Lisa chases the last few gaps instead of you chasing the client — and it's already in Xero, QuickBooks or FreeAgent, coded, with the photos attached.
Stop chasing. Start receiving.
- ✓Works with the software you already run
- ✓Your clients install nothing, learn nothing
- ✓Records land coded, image attached
- ✓You keep the client and you keep the filing
No app. No login. No spreadsheet.
- ✓Photograph a receipt, it's done
- ✓Log cash out loud, in a voice note
- ✓Mileage without an app to open
- ✓Nothing to set up on a Sunday night
You're chasing two hundred people, four times a year.
Your clients keep their Xero, QuickBooks or FreeAgent exactly as it is. Lisa sits in front of it and gets the paperwork out of people — the job nobody in your office wants. The carrier-bag clients finally have somewhere to put things.
Built by two accountants who got tired of the chasing.
You are one of those two hundred.
You don't want accounting software. You want to not be in trouble. You save a number, you send it whatever you've got, and your records keep themselves — kept straight all year, ready for whoever files them.
It works the way you already text.
Filing was never the hard part.
Your software already files. What changed is how many times a year you have to get the paperwork out of somebody who doesn't want to give it to you.
That's a hiring decision. And it lands properly in April 2027, when the threshold drops to £30,000 and another wave arrives. Lisa is the part that stops it being one.
Straight into Xero.
Coded, dated, VAT worked out, with the photograph attached to the entry. Not a queue of things for somebody to review on a Friday — done, the day it happened.
Straight into QuickBooks.
Same conversation, same result, different ledger. Your practice doesn't change anything about how it works — Lisa fits behind whatever you already run.
Straight into FreeAgent.
Three ledgers, one way of working. Your client never knows or cares which one they're on — they just took a photo of a receipt.
The ones with no software at all.
The carrier-bag clients. They get Lisa's own set of books, so there's somewhere for it all to go — without buying them a subscription they'll never log into.
The jobs nobody does on time.
Not a feature list for the sake of one — these are the specific things that go missing between January and the following January.
Receipts
Photograph it. Lisa reads the supplier, the total and the VAT, codes it, and attaches the image to the entry.
Cash sales
The money that never gets written down. Say it in a voice note and it's on the books the same minute.
Mileage
Where you went and why. No app to open, no log to keep, no reconstructing it from memory in April.
Invoices
Raise one from a sentence. Lisa drafts it, you check it, it goes out — and it chases politely when nobody pays.
Straight answers
What have I spent, who owes me, what should I put by. From the real figures, with the working shown.
Everything attached
Every entry carries its evidence. When somebody asks for the receipt eighteen months later, it's there.
The people who never send anything in.
Lisa wasn't built in a lab and pointed at accountants. It was built inside a working practice, on real clients, because the chasing was eating the week.
Whitfield Hanson Accountancy Ltd · Doncaster
Have a look at it properly.
Send a message and you'll be talking to one of the two people who built it. We run everything over WhatsApp, including this.