A pro forma invoice is an initial sale document that includes a price quote, payment details, and other essential info on the future transaction. Businesses send pro formas to potential clients as a request for payment when the sale is likely to happen. This short guide will walk you through everything you need to know […]

Excel is arguably one of the most powerful tools in an accountant’s toolbox. With such a wide selection of Excel plugins, you can make it even better suited to your needs by feeding data from external sources or adding extra features. Here’s a list of the most useful Excel add-ins for accountants and bookkeepers.

According to Billentis, up to 85% of all invoices in the UK were issued on paper in 2016. With billions of paper documents entered into accounting records, making data entry more efficient is critical for all businesses. Here’s how OCR and machine learning can help you ditch manual data entry for good.

With over 6 million customers, QuickBooks is the world’s largest cloud accounting provider and is used by the self-employed, limited companies, and accounting firms all over the world. It also offers an immense library of Intuit-approved QuickBooks add-ons that augment what’s possible with the platform alone.

Research shows that as much as 72% of UK self-employed handle taxes on their own. At the same time, 7 out of 10 people surveyed found it stressful to deal with accounting processes. To allay your pain, we put together a list of accounting terms that will help you get your ducks in a row […]

Invoices are arguably the most popular documents that businesses use to request payment and document B2B transactions. While you may think that nobody uses spreadsheets for invoicing, in fact the opposite is true. Here are six free invoicing tools that you should use instead of Excel and Google Sheets.

If you’re a fan of good old calculators, we’ve good news: you don’t have to stick to your smartphone, tablet, or laptop to do your calculations. With these super-smart calculators for accountants, you can lay your fingers on a physical keypad and make sure you don’t use outdated technology at the same time.

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