CRATEBOOKS

where your records live

Cratebooks reads your bank statements and finds every expense for you. You just confirm. A year of expenses, sorted in one sitting instead of one lost weekend.

Works with Monzo, Starling, HSBC, Lloyds, Barclays, Amex, Revolut and 2,000+ UK banks
// try it yourself

We find them. You confirm.

This is the actual review screen. Cratebooks has already flagged each one, so you just keep or bin it and watch your claimable expenses and income add up. A whole year works exactly like this, sorted in one sitting.

Expenses kept£0.00
Income logged£0.00
Reviewed0/5
real transactions · try it, nothing leaves this page
// three steps

Connect. Review. Export.

Cratebooks is built to open a few times a year, not babysit. Each visit is the same simple loop.

STEP 1

Connect

Link every account in minutes: current accounts, credit cards, the lot. Cratebooks pulls your transactions and pre-sorts them automatically.

STEP 2

Review

Swipe keep or bin through what is left. Same merchant many times? Decide all of them in one tap. Get it wrong? Undo.

STEP 3

Export

Download clean, Making Tax Digital ready totals, broken out by tax quarter and mapped to the HMRC self-assessment boxes. Hand it to your accountant.

// why it works

Less admin. More music.

AI

Knows your world

Studio time, gear, distribution, royalties, gig fees. Cratebooks recognises the merchants creatives actually use and categorises them for you.

All your accounts

Connect as many banks and cards as you like. Cratebooks pools everything and quietly ignores transfers between your own accounts.

Q

Tax quarters, sorted

Scope the whole app to any UK tax year and MTD quarter, including last year for filing in arrears. Quarterly and annual, both ready.

Accountant-ready export

A clean CSV with per-category and per-quarter totals, mapped to the SA103 self-assessment boxes. Your accountant will thank you.

Catches what you would miss

Anything it cannot place goes to review, not the bin, so you never quietly under-claim a real business expense.

🔒

Private and read-only

Bank access is read-only through Plaid. Cratebooks can see transactions to sort them, and can never move a penny.

Built for creative freelancers

If your income is gigs, royalties, streaming, teaching and merch, and your expenses are gear, travel, studio and software, generic accounting tools do not speak your language. Cratebooks does.

MusiciansDJsProducersSession players SongwritersEngineersCreative freelancers
// from the road

Records worth keeping

"I did a whole year of expenses on the train home from a gig. It used to take me a miserable weekend."

JM
Jordan M.DJ, Manchester

"It actually knows what DistroKid and Pirate Studios are. My accountant got a clean file for the first time ever."

AL
Aisha L.Producer, London

"Connected my Amex and my current account and it just sorted out all the transfers between them. No more double counting."

TR
Tom R.Session guitarist
// the price

One price. No monthly drip.

Try it free on your own statements and watch Cratebooks sort them. You only pay when you want it to connect your bank and hand you the figures, ready for HMRC.

Free
£0
to try, no card needed
  • Try the live swipe demo above
  • Import a statement and see it auto-sorted
  • Your full category breakdown, on your own data

Less than a tank of fuel, for a weekend back every quarter. Cratebooks is a business expense too, so it is tax-deductible. Cancel anytime.

// good questions

The honest answers

Is my bank data safe?

Yes. Cratebooks connects through Plaid, the same secure provider used by major fintech apps, and access is read-only. Cratebooks can see your transactions to categorise them and can never move money. Your access token is encrypted at rest.

Which banks does it work with?

Over 2,000 UK banks and cards, including Monzo, Starling, HSBC, Lloyds, Barclays, NatWest, Amex and Revolut. No bank? You can import a CSV statement instead, and your file stays in your browser.

Does Cratebooks file my taxes?

Not yet. Cratebooks is a preparation tool: it produces clean, categorised, Making Tax Digital ready totals that you or your accountant use to file. That means no waiting on HMRC recognition to get the boring part done.

Will it handle last year's tax return?

Yes. Sole traders often file a year in arrears, so you can pick any past tax year and quarter and Cratebooks scopes everything to it.

What does it cost?

Getting started is free: import a statement and see your full category breakdown on your own data, no card needed. Connecting your bank and exporting your tax-ready totals is £29/year for founding members (£39/year after), billed annually. It is a business expense, so it is tax-deductible. Cancel anytime.

// where your records live

Get your records in order

Connect your bank and see a year of expenses sorted in minutes.

Get started free
where your records live