Making Tax Digital turned one chase a year into four. Lisa gets the receipts, the cash sales and the mileage out of your clients over WhatsApp and into Xero — coded, attached, the day it happens.
Talk to us on WhatsAppWe run everything over WhatsApp, including this.Your software already files. What changed in April is how many times a year you have to get the paperwork out of someone who doesn't want to give it to you.
That's a hiring decision, and it lands properly in April 2027 when the threshold drops to £30,000. Lisa is the part that stops it being one.
A phone number your client already knows how to use. Every figure below is made up — plausible, but nobody's real books.
None of this appears to them as a menu. They send a message or a photo and Lisa works out which job it is.
Photographed and gone. Read, coded, attached, and in the accounts the same day — not sat as a draft waiting for someone to approve it.
“took four hundred quid off Mrs Jones” is a sentence, not a document. Lisa takes it as one and the turnover figure stops being wrong.
They're driving, on a roof, or elbow-deep in a boiler. One voice note often carries three jobs and all three get done.
Before a deadline, Lisa checks whether the records are actually complete and tells the client what's outstanding while there's still time to fix it.
It looks up who's genuinely overdue, then writes the chase — gentle at a fortnight, firm at ninety days, and never threatening legal action.
Each property tracked separately in the client's own Xero, where you'd expect the split to live. And a flat refusal to call net rent taxable profit.
Wrong figure, sent twice, wrong client — one message and it's gone. Nobody gets told to log into Xero and sort it out themselves.
Journeys at the right HMRC rate, with “and back” counted properly. CIS statements read and logged from a photo.
The reason a third of sole traders still keep records on paper isn't that they haven't found the right app. It's that they won't open one. So Lisa doesn't ask them to.
That's the whole setup on their side. It sits in their phone next to their mum and the bloke who does their tyres.
A photo of a receipt at the till. A voice note from the van. A sentence about cash they've taken. Whenever it happens, not in January.
Read, coded, attached and in the figures — with the awkward parts, like cash income, finally in there too.
A tool that oversteps in front of your clients is worse than no tool, because the name on it is yours. So this is built in, not bolted on.
Lisa is in beta with a small number of practices while we get it right. We'd rather agree a price with the first few than guess at one — and you'll know the number long before you're asked for it.
Talk to us on WhatsAppNo — it feeds it. Your clients' books stay in Xero and you carry on filing from there. Lisa is the bit in front of it: the thing that gets the receipt, the cash sale and the mileage out of a client and into Xero, coded, on the day it happens rather than in a carrier bag in January.
Nothing. Lisa is a WhatsApp number. No app, no login, no password to reset, no training. That matters more than it sounds — a third of sole traders still keep records on paper, and the reason isn't that they haven't found the right app. It's that they won't open one.
A paid receipt goes straight in as money out of the bank, which is the point — a draft nobody approves isn't in the figures, so every quarterly total is wrong until somebody does the approving. Sales invoices are different: they're raised as drafts and the client has to reply YES before anything is finalised. And anything Lisa has recorded in the last 60 days can be deleted from the chat in one message.
Then Lisa can't help them yet. Everything reads and writes through Xero's API. Other systems are on the list and we'd rather say so plainly than promise a date.
No, and it's built to refuse. It gives them information about their own numbers — what's in the bank, what's owed, what a quarter looks like. Where a figure would need judgement it says so and points at you. A landlord asking what tax they owe is told plainly that mortgage interest doesn't work the way they think and that it's a question for their accountant.
Nothing yet. Lisa is in beta with a small number of practices while we get it right, and we'd rather agree a price with the first few than guess at one. It will be well under what the receipt-capture tools charge, and you'll know the number long before you're asked for it.
It was built inside a working accountancy practice, by people who were sick of chasing records, and it's been running on that practice's own clients for months. It isn't a prototype and it isn't a side project by someone who's never done a quarter end.
The accounts stay in your client's own Xero — Lisa reads and writes, it doesn't keep a copy of anyone's books. Documents sent in are stored so they can be attached to the right transaction and found again. Nothing is sold and nothing is shared. If Lisa disappeared tomorrow your client's records would be exactly where they already are.
Message us and we'll show you it running on real clients — not a demo account. Twenty minutes, and we'd rather hear how you handle a quarter end than talk at you.
Talk to us on WhatsApp