Features & benefits

SmartSum pairs the speed and rigour of traditional desktop bookkeeping with everything the cloud makes possible.

Built for speed

Enter a transaction in seconds, not minutes.

Keyboard-first entry with minimal clicks per transaction. If you know what you want to post, nothing gets in your way — no step-by-step wizards slowing down routine work.

Full double-entry accounting

Books your accountant can trust.

Every transaction is a balanced double entry against a proper chart of accounts. Journals, receipts, payments and adjustments all work the way accountants expect.

Accountant and client, together

No more sending files back and forth.

One shared, always-current set of books. Your accountant can review, correct and advise while you keep working — simultaneously, from anywhere.

Isolated data per business

Your figures can never mix with anyone else's.

Each company's books live in their own separate database schema — hard isolation, not just a filter. Accountants stay in control of the client data they're responsible for.

Works wherever you are

Office, home, or on site — same books.

Nothing to install and nothing to back up. Log in from any modern browser and pick up exactly where you left off.

VAT handled properly

Confidence at return time.

VAT is tracked on every entry from day one, ready for VAT returns and Making Tax Digital as those features roll out.

Bank feeds

Coming soon

Less typing, fewer errors.

Direct bank feeds through regulated Open Banking providers are on the roadmap, pulling transactions straight into your books.

Sales invoicing

Coming soon

Invoice and record in one step.

Branded sales invoices that post themselves into the books as you send them, with a customisable invoice designer.

See it for yourself