Core workflowSales invoicing5.0 points availableAsk in the demoCreate and send a VAT invoice with customer details, line items and a due date. | โ Supported Invoice creation and email. 5.0 / 5.0 pointsEvidence โ | โ Supported Invoices and estimates listed. 5.0 / 5.0 pointsEvidence โ |
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Core workflowBank feeds and reconciliation5.0 points availableAsk in the demoImport your bank's transactions and reconcile a transfer, fee and customer payment. | โ Supported Bank feed with automated matching. 5.0 / 5.0 pointsEvidence โ | ? Not verified Bank feeds verified; the detailed reconciliation workflow was not checked. 0.0โ5.0 / 5.0 pointsEvidence โ |
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Core workflowMTD VAT submission5.0 points availableAsk in the demoPrepare a return for the relevant VAT scheme and show the submission receipt. | โ Supported Medium includes MTD VAT submission. 5.0 / 5.0 pointsEvidence โ | โ Supported VAT submission to HMRC from Simple Start. 5.0 / 5.0 pointsEvidence โ |
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Core workflowSupplier bills and payment tracking5.0 points availableAsk in the demoEnter a supplier bill, allocate its VAT and show its outstanding balance. | โ Supported Sales and purchase tracking. 5.0 / 5.0 pointsEvidence โ | โ Supported Essentials and above manage bills. 5.0 / 5.0 pointsEvidence โ |
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Core workflowFinancial reports and dashboards5.0 points availableAsk in the demoDrill from a monthly report into its underlying transaction. | โ Supported Full reporting suite. 5.0 / 5.0 pointsEvidence โ | โ Supported Reports; Advanced custom report builder. 5.0 / 5.0 pointsEvidence โ |
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Core workflowEmployee expense recording5.0 points availableAsk in the demoSubmit a receipt and show its allocation to the right expense category. | โ Supported Large includes expense claims and approval. 5.0 / 5.0 pointsEvidence โ | โ Supported Receipt capture and expense tracking. 5.0 / 5.0 pointsEvidence โ |
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Core workflowAccountant collaboration5.0 points availableAsk in the demoInvite an accountant without sharing the owner's credentials. | โ Supported Accountant tools and invitation documented. 5.0 / 5.0 pointsEvidence โ | โ Supported Plans include accountant access. 5.0 / 5.0 pointsEvidence โ |
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Workflow depthRecurring invoices and reminders5.0 points availableAsk in the demoSchedule a repeat invoice and inspect the reminder history. | ? Not verified Not verified in the reviewed material; confirm recurring invoices and reminders. 0.0โ5.0 / 5.0 points | ? Not verified Recurring invoices verified; reminder workflow not verified here. 0.0โ5.0 / 5.0 pointsEvidence โ |
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Workflow depthForeign-currency bookkeeping5.0 points availableAsk in the demoInvoice in euros and show the realised exchange difference when paid. | โ Supported Large includes multiple currencies. 5.0 / 5.0 pointsEvidence โ | โ Supported Essentials and above list multiple currencies. 5.0 / 5.0 pointsEvidence โ |
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Workflow depthProject profitability5.0 points availableAsk in the demoAllocate time, expenses and invoices to a job and inspect its margin. | โ Supported Large includes project accounting. 5.0 / 5.0 pointsEvidence โ | โ Supported Plus adds project profitability. 5.0 / 5.0 pointsEvidence โ |
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Workflow depthBudget versus actual reporting5.0 points availableAsk in the demoSet a departmental budget and investigate a variance. | โ Supported Medium includes budgets. 5.0 / 5.0 pointsEvidence โ | โ Supported Plus and Advanced list budgeting. 5.0 / 5.0 pointsEvidence โ |
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Workflow depthConstruction Industry Scheme workflow5.0 points availableAsk in the demoProcess a subcontractor deduction and show the CIS return or export. | โ Supported Medium includes CIS returns. 5.0 / 5.0 pointsEvidence โ | โ Supported CIS calculation and submission listed. 5.0 / 5.0 pointsEvidence โ |
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Workflow depthStock quantities and cost tracking5.0 points availableAsk in the demoSell a stocked item and inspect quantity and cost-of-sales changes. | ? Not verified Not verified in the reviewed material; confirm stock quantities and cost tracking. 0.0โ5.0 / 5.0 points | โ Supported Plus lists inventory and purchase orders. 5.0 / 5.0 pointsEvidence โ |
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Workflow depthFixed-asset lifecycle5.0 points availableAsk in the demoAdd an asset, post depreciation and record its disposal. | โ Supported Large includes fixed assets. 5.0 / 5.0 pointsEvidence โ | โ Supported Advanced lists fixed-asset tracking. 5.0 / 5.0 pointsEvidence โ |
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Workflow depthRole restrictions and period locks5.0 points availableAsk in the demoPrevent an ordinary user changing a closed period or privileged setting. | โ Supported Permissions and accountant date locks documented. 5.0 / 5.0 pointsEvidence โ | ? Not verified Not verified in the reviewed material; confirm role restrictions and period locks. 0.0โ5.0 / 5.0 points |
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Workflow depthTransaction audit history5.0 points availableAsk in the demoFind who changed an invoice and review the previous values. | โ Supported Audit log explicitly listed. 5.0 / 5.0 pointsEvidence โ | ? Not verified Not verified in the reviewed material; confirm transaction audit history. 0.0โ5.0 / 5.0 points |
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Workflow depthData export or documented API5.0 points availableAsk in the demoExport ledger detail or retrieve invoice data through a documented integration. | โ Supported Integrations and API included in organisation plans. 5.0 / 5.0 pointsEvidence โ | ? Not verified Not verified in the reviewed material; confirm data export or documented api. 0.0โ5.0 / 5.0 points |
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AIAI document extraction and categorisation5.0 points availableAsk in the demoUpload an unfamiliar receipt, review suggested fields and correct a wrong category. | ? Not verified Auto Bills captures and codes documents; AI method unverified. 0.0โ5.0 / 5.0 pointsEvidence โ | โ Supported Smart expense organisation is listed. 5.0 / 5.0 pointsEvidence โ |
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AIAI financial queries or anomaly detection5.0 points availableAsk in the demoAsk a financial question or inspect a flagged anomaly and verify it against the ledger. | ? Not verified Not verified in the reviewed material; confirm ai financial queries or anomaly detection. 0.0โ5.0 / 5.0 points | โ Supported Plus and Advanced list AI anomaly detection. 5.0 / 5.0 pointsEvidence โ |
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AIReview and permission controls for AI5.0 points availableAsk in the demoUse a restricted role and show how AI output is reviewed before an accounting action. | ? Not verified Not verified in the reviewed material; confirm review and permission controls for ai. 0.0โ5.0 / 5.0 points | ? Not verified Not verified in the reviewed material; confirm review and permission controls for ai. 0.0โ5.0 / 5.0 points |
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