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Automatic accountant reports — no spreadsheets, no chasing documents

Working with an accountant shouldn’t mean endless emails, missing receipts and last-minute stress.
Invoice Guru automatically prepares clear, structured accountant reports, so everything is ready when your accountant needs it.

Accountant reports automatically reflect real payment statuses, powered by our secure bank integration with automatic payment matching.

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Accountants spend too much time chasing data

For many small businesses, working with an accountant means:

  • sending invoices and receipts manually

  • exporting spreadsheets at the last minute

  • answering repeated questions about missing data

  • paying extra for corrections and rework

This wastes time — for both you and your accountant.

Accountant-ready reports, generated automatically

Invoice Guru turns your everyday activity into clean accountant reports without extra work.

As you invoice, track expenses and receive payments, the app:

  • organises all data automatically

  • keeps everything consistent and structured

  • prepares reports that accountants can actually use

No manual exports. No copy-paste.

What’s included in accountant reports

Clear, structured financial data

Accountant reports can include:

  • invoice list (date, client, amount, VAT breakdown)

  • payment status (paid / unpaid / overdue)

  • expense summaries

  • totals for selected periods

  • supporting receipt images where available

Reports are generated based on real data, not estimates.

Flexible reporting periods

Monthly, weekly or quarterly — your choice

You can choose how often reports are prepared:

  • weekly

  • monthly

  • quarterly

  • custom periods if needed

 

This makes Invoice Guru suitable for both VAT-registered and non-VAT businesses.

Accountant access

Share data without giving up control

Instead of sending files back and forth, you can:

  • invite your accountant directly

  • give read-only access

  • let them review invoices, expenses and reports anytime

Your accountant sees everything they need — without being able to change anything.

Built for compliance

Designed around real accounting workflows

Invoice Guru is built to work with accountants, not against them:

  • consistent data structure

  • clear VAT separation

  • traceable invoices and expenses

  • easy reconciliation with bank data

Clean accountant reports start with clean invoice data.
That’s why Invoice Guru keeps quotes and invoices connected through a seamless quote to invoice workflow, ensuring all financial data stays consistent.

Who is this for?

Automatic accountant reports are ideal for:

  • sole traders and freelancers

  • small businesses working with accountants

  • tradespeople who hate paperwork

  • businesses preparing for MTD and digital reporting

Why accountants like Invoice Guru?

  • Less time chasing clients

  • Cleaner, more reliable data

  • Fewer corrections and questions

  • Reports ready when needed

Happy accountant = smoother business.

Make your accountant’s life easier — and yours too

Stop sending spreadsheets and start sharing real reports.

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