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Automatic chasing
Polite reminders until it's paid, then they stop.
For accountants & bookkeepers
Get your trade clients paid faster.
Free for you.
PaySorted chases your clients' unpaid invoices automatically by email and text, keeps Xero, QuickBooks, FreeAgent and Sage in step, and gives you one dashboard across every client — with VAT, CIS and aged-debtor reports ready when you need them.
Prefer a walk-through? Book a demo · Partner and client discounts available
Free accountant access · Read-only · Your clients stay in control · Open your free portal
What's in it for you and your clients
Less chasing. Cleaner books. Happier clients.
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Email and text
With a one-tap card payment link.
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Xero, QuickBooks, FreeAgent, Sage
Invoices and payments sync across.
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Every client, one screen
Owed, overdue and books status at a glance.
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Monthly health report
One page per client, ready to print.
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Ask for missing records
Clients snap a photo and send it back.
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Period-end and VAT pack
One download, with gaps flagged.
Q
MTD quarters
Figures and a "records ready" tick.
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Receipts, sorted
Filed under the right HMRC heading.
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Full history
Who changed what, and when.
£0
Free for accountants
Any number of clients, your own login.
%
Partner and client discounts
Your accountant dashboard
Every client, one screen.
See at a glance who's owed money, who's paying late and whether the chasing is working — then open any client to see their invoices and download reports.
PaySortedACCOUNTANTSSmith & Co Accountants
Every client who has given you access, with what they're owed and how the chasing is going.
Clients
12
11 with chasing on
Owed to your clients
£38,420
64 unpaid invoices
Overdue
£9,180
5 clients with late payers
Collected in 30 days
£52,960
paid into clients' accounts
| Client | Owed to them | Overdue | Chasing | Books | Last reminder | |
|---|---|---|---|---|---|---|
B Bright Sparks ElectricalElectrician · VAT | £7,860 | £3,240 3 · up to 41 days | On · email + text | Xero | Today | Open |
D Dave Hughes PlumbingPlumber · CIS | £4,125 | £2,480 2 · up to 23 days | On · email | QuickBooks | Yesterday | Open |
R Ridgeway Roofing LtdRoofer · VAT · CIS | £11,300 | £1,950 1 · up to 9 days | On · email + text | Xero · reconnect | 2 days ago | Open |
G Green Leaf GardensLandscaper | £1,640 | None | On · text | PaySorted only | 5 days ago | Open |
K K. Patel TilingTiler | £980 | None | Off | PaySorted only | — | Open |
B
Bright Sparks ElectricalElectrician · VAT
Owed£7,860
Overdue£3,240 · up to 41 days
ChasingOn · email + text
D
Dave Hughes PlumbingPlumber · CIS
Owed£4,125
Overdue£2,480 · up to 23 days
ChasingOn · email
G
Green Leaf GardensLandscaper
Owed£1,640
OverdueNone
ChasingOn · text
Example figures. Click Open on any client to see their invoices, payments and customers and download VAT, CIS and aged-debtor reports.
Spot problems earlyOverdue amounts and the oldest debt per client, so you know who to call before the VAT return.
See the chasing workingWhen the last reminder went, by email or text — and who has chasing switched off.
Books in stepWhich clients are connected to Xero, QuickBooks, FreeAgent or Sage, and which need to reconnect.
Getting access
Your client taps one button.
Built for busy trades who don't want to fiddle with settings.
Open your free portal
Create your accountant login in a minute — it's free.
Request access
Type your client's email. We send them your request with one big Accept button.
They tap Accept
By email or in their PaySorted app. Not on PaySorted yet? They get an introduction from you, and your request waits for them.
They appear on your dashboard
Read-only, and they can remove you any time. Prefer the old way? Clients can still invite you from More → Your accountant.
For your work
- VAT on invoice and cash basis, with reverse-charge invoices shown separately
- CIS deductions, invoice by invoice
- Aged debtors and payment history
- A monthly pack of spreadsheets in your inbox on the 1st
- MTD quarter figures and expenses by HMRC heading, ready to download
For your clients
- Paid weeks sooner, without awkward phone calls
- Quotes, jobs and invoices from their phone
- Card payments in one tap, straight to their bank
- Tidy records, so year-end is quicker for everyone
Partner programme
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 3 working days.
Questions
Does it cost the accountant anything?
No — and it doesn't cost your client anything extra either. Accountant access and the client dashboard are free 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.
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.