MONESIZE BOOKS

Seamless bookkeeping for professionals and small businesses.

Manage your bookkeeping, invoices, expenses, payments, and finances in one place.

Less to manage.·More clarity.·All in one place.

Overview
JS

Your finances, at a glance.

Good morning, Jamie. Here’s how things are looking.

This month
Total income£8,450.00↗ 12.8% vs. last month
Total expenses£2,180.50↘ 4.2% vs. last month
Net income£6,269.50Looking good this month

Cash flow

IncomeExpenses
£8k£6k£4k£2k£0
JanFebMarAprMayJun

Invoices

£2,400.00

Outstanding across 4 invoices

Paid £6,050Pending £1,550Overdue £850

Recent transactions

View all
TransactionDateCategoryAmount
ACWebsite designInvoice #INV-0024
24 Jun 2026Sales+ £1,250.00
AdAdobe Creative CloudMonthly subscription
23 Jun 2026Software− £56.98
NSConsulting servicesInvoice #INV-0023
22 Jun 2026Sales+ £850.00

For the way you work.

Sole tradersFreelancersLandlordsSmall businesses

Everything you need to manage your finances.

Your everyday financial work. One simple place.

Bookkeeping

Keep your income and expenses organized with proper accounting records.

Invoicing

Create, send, and track professional invoices.

Expenses

Record expenses and keep your financial records organized.

Payments

Let customers pay invoices and keep payments reconciled.

Financial reports

Understand your income, expenses, cash position, and financial performance.

Ready for Making
Tax Digital.

Keep digital records and manage your MTD for Income Tax workflows from the same place as your everyday bookkeeping.

Making Tax DigitalOn track

Your tax year, under control.

Income Tax · 2026/27

Digital records up to date
Income and expenses categorized
Quarterly update prepared
Financial positionUp to date
£6,269.50
Net income this month
Income recorded
Expenses organized
Invoices tracked
Payments reconciled

Accounting without
the complexity.

Books keeps everyday financial management simple while maintaining proper accounting records underneath.

IncomeExpensesInvoicesPaymentsReconciliationFinancial position

One simple place for your finances.

Sole traders

Keep work and finances in order.

Freelancers

From your first invoice to getting paid.

Landlords

A clear view of your rental finances.

Small businesses

Everyday accounting, all together.

Less bookkeeping.
More doing.

Automate repetitive financial work while keeping control of your records.

Transaction categorizationEvery transaction in its place.
Matching & reconciliationPayments and records, connected.
Recurring transactionsThe regular things, taken care of.

Your finances, ready for automation.

Connect authorized AI agents and workflows to your financial data through MCP.

Books
MCP
Your workflows

Ready to get started?

Your finances. A little simpler.