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Features

Everything you need to
run your sole trade

From recording your first transaction to tracking your tax position. Simple, compliant, and built for UK sole traders.

Transaction Logging

Record income and expenses in seconds. Categories map directly to HMRC fields, so everything is MTD-ready from the start.

HMRC-aligned categoriesQuick entrySearch and filter

Tax Estimates

See your estimated income tax and National Insurance update in real time as you log transactions. Always know where you stand.

Student Loan Estimates

Add your student loan plan and see estimated repayments alongside your tax breakdown. Supports Plan 1, 2, 4, 5 and Postgraduate Loans.

Professional Invoicing

Create clean, professional invoices and send them to clients. Income is recorded automatically when you invoice.

Client Management

Keep simple client profiles with contact details, billing history, and outstanding amounts all in one place.

Mileage Tracking

Log business miles and calculate deductions at HMRC-approved rates. Simplified or actual cost method.

Home Office Calculator

Calculate allowable home office expenses based on hours worked, room proportions, and household costs.

Currency Conversions

Record foreign income and expenses with automatic exchange rate conversion to GBP.

Import & Export

Import transactions from other platforms to get started quickly. Export all your data as CSV whenever you need it. Full data control, always.

AI-Powered Bookkeeping

Connect Cuppa to AI assistants like Claude and ChatGPT. Log transactions, ask questions, and review your finances using natural language.

Works with Claude & ChatGPTNatural language queriesMCP protocol

Evidence Attachments

Attach receipts, invoices, and other evidence to any income or expense entry. Up to 5 documents per transaction on Pro.

Direct HMRC Submissions

Submit quarterly updates directly to HMRC with one click. Full MTD compliance, built in.

Privacy & Security

GDPR compliant with end-to-end encryption. Your financial data is encrypted at rest and in transit. Your data, your control.

Coming soon

On the roadmap

We're building these next.

Bank Integration

Connect your business bank account and let Cuppa import transactions automatically. Less manual entry, fewer mistakes.

Ready to simplify
your taxes?

Get started for free. No credit card required. Set up in under two minutes.

MTD-compliant
Free to start
2-minute setup