For accountants and bookkeepers
Every small business client, one dashboard, free
PaySorted gets your clients paid on time and keeps Xero, QuickBooks, FreeAgent and Sage in step. You get one read-only dashboard across every client, with VAT, CIS, MTD quarters and aged debtors ready when you need them.
Free for practices · any number of clients · read-only, with each client's agreement
What your practice gets
Less chasing for records. Better-paid clients.
Real screens
Built like proper accounting software
Open any client
Their invoices, payments, aged debtors and reports, read-only. Download what you need without asking.
- Aged debtors by customer
- CIS statements and deductions
- VAT figures by rate
Period-end in one click
A tidy pack for the period: sales, payments, receipts with photos, VAT figures, MTD quarters and CIS statements, with anything that needs checking flagged first.
- Receipts filed under HMRC headings
- Exports for your own software
- Works alongside Xero, QuickBooks, FreeAgent and Sage
How access works
Your clients stay in control
Open your free portal and invite a client, or they invite you from their app.
Nothing is shared until the client says yes. They can remove you any time.
Their figures in your dashboard. You cannot change or send anything.
Download the period-end pack instead of a carrier bag of receipts.
Works with your accounts
Your accounts software stays up to date by itself
Connect once in Settings. New invoices, customers and payments copy across automatically, so nothing is typed twice and your accountant sees the same figures you do.
In PaySorted
- Invoices and credit notes
- Customers and their details
- Payments as they come in
both ways
Your accounts software
Unpaid invoices already in your accounts can be chased too.
Your accountant
- The same figures, no spreadsheets
- VAT, CIS and MTD quarter totals
- Free read-only access, with your OK
Partner and client discounts available.
Recommend PaySorted and choose what suits your practice: a partner reward for you, or a discount for your clients. You get your own link, plus optional printed flyers with a QR code for reception.
Book a demo or ask about partnering
Tell us a little about your practice. We'll reply within 1 working day.
Common questions
Does it cost the accountant anything?
No, and it doesn't cost your client anything extra either. Accountant access, the client dashboard, every report and download in your portal, and the Xero, QuickBooks, FreeAgent and Sage sync all work on every PaySorted plan, including Starter, for as many clients as you like. You don't use up one of your client's team logins.
How do I get access to a client?
Request it from your portal with your client's email, they just tap Accept. Or your client can invite you from More → Your accountant in their app. Either way, nothing happens until the client agrees.
Can I make changes or send invoices?
No, accountant access is read-only by design. You can view and download everything; only the business owner can change or send anything.
What about purchases and expenses?
PaySorted records sales and money received, and clients can snap receipts for their expenses, which you can see and download in the period-end pack. If your client uses Xero, QuickBooks, FreeAgent or Sage, PaySorted copies its invoices and payments across automatically, so your usual bookkeeping stays the main record.
How does the partner programme work?
You get your own link, and optional printed flyers with a QR code for reception. You choose either a partner reward for your practice or a discount for your clients. Ask us using the form above and we'll explain the details and set you up.
Will PaySorted be ready for mandatory e-invoicing in 2029?
We're building for it. PaySorted already makes Peppol BIS Billing 3.0 e-invoices for business and public sector customers, and asks your client once whether each customer is a homeowner or a business so the right kind of invoice is used. We'll update it to the UK data standard once it's published, and we plan to switch on sending through an accredited Peppol access point well before April 2029, without charging extra for it. Read our guide.
Is client data secure?
Each business's data is kept separate and only people the owner approves can see it. Access is tied to your personal login (no shared passwords), and the client can remove it at any time.
Give your clients a reason to get paid on time
Free for your practice, for any number of clients.