TradeTally

TradeTally is built for UK sole traders in the trades who want to keep invoicing, expenses, and Self Assessment records together. It’s designed for people working from vans, job sites, or other places where managing paperwork through a separate spreadsheet can become a hassle.

The workflow covers the everyday admin around getting paid, tracking costs, and preparing figures for tax. Quotes and invoices can be sent from anywhere, while receipt capture and tax-ready records help keep the bookkeeping process moving throughout the year.

Key Features

Branded Invoices

Create professional invoices with the details customers need.

Invoices can include:

• Line items
• VAT
• Business logo
• Payment links

This makes it possible to create and send an invoice directly from the same workflow used to track the job.

Receipt Capture

Turn receipt photos into recorded expenses.

The app can read details such as the merchant, amount, and category from a photo, reducing the need to manually enter every receipt.

Expense Tracking

Keep business expenses connected to the work they relate to.

Expenses can be tied to jobs and mapped to relevant tax lines, helping keep records organised throughout the year.

SA103F-Ready Exports

Prepare Self Assessment figures as you work.

The system maps recorded figures to HMRC boxes through SA103F-ready exports, so the information is structured for use when preparing a tax return.

CIS Support

Handle Construction Industry Scheme deductions.

This makes the workflow more suitable for tradespeople and subcontractors who need to account for CIS-related deductions.

Accountant Access

Share records with an accountant without giving them full control.

The accountant link provides read-only access to the relevant records, making it easier to collaborate without handing over the entire account.

Live Profit Dashboard

See how the business is performing during the week.

The dashboard brings together information such as:

• Live profit
• Overdue balances
• Invoice status
• Business activity

This gives sole traders a current view of their position rather than waiting until Self Assessment time.

Built for Tradespeople

TradeTally is designed around the way smaller trade businesses actually operate. Quotes and invoices can be sent from the job site, receipts can be photographed before they disappear into the van, and expenses can be recorded against jobs as they happen.

That keeps the workflow focused on moving from job → invoice → expense → tax record without requiring a separate spreadsheet or full accounting system.

Free and Paid Plans

The free tier is aimed at smaller businesses that only send a couple of invoices each month.

The paid plan adds:

• Unlimited invoicing
• Receipt scanning
• Tax-ready exports

A 14-day trial provides full access without requiring a card to get started.

Built For

• UK Sole Traders
• Tradespeople
• Contractors
• Subcontractors
• Plumbers
• Electricians
• Builders
• Joiners
• Small Trade Businesses
• Accountants Working With Sole Traders

Common Use Cases

• Sending quotes and invoices from a job site
• Tracking expenses against jobs
• Photographing and recording receipts
• Preparing Self Assessment records
• Managing CIS deductions
• Monitoring profit during the year
• Tracking overdue invoices
• Sharing records with an accountant
• Exporting tax-ready figures

Why It Matters

Small trade businesses often do their admin around the job rather than from a desk. A receipt might be photographed in a van, an invoice might need to be sent immediately after finishing work, and tax records need to stay accurate throughout the year.

TradeTally keeps those tasks in one browser-based workflow. The records remain exportable, while the tax-focused structure means the information collected during everyday work can also be useful when Self Assessment comes around.

Go From Job to Tax Record

Create a quote or invoice, capture expenses as you work, monitor profit and outstanding payments, and keep your records ready for Self Assessment without maintaining a separate bookkeeping spreadsheet.