ClaimMate
Simple money admin for sole traders

Keep your business money organised.

Quotes, invoices, expenses and receipts — all in one simple place for sole traders.

Built for UK sole traders and tradespeople.

Less admin. Clearer records. More control.

Your records at a glance

Screwfix receipt recorded

Total
£126.47
Business items
3
Needs your answer
1

Was the pack of gloves for work?

Yes, for workPersonalNot sure

All sorted ✓

Snap the receipt

Photograph it in the van. ClaimMate reads the merchant, date, total and each line item.

Answer one quick question

When something is unclear, ClaimMate asks instead of guessing. Tap an answer and it's sorted.

Hand your accountant a tidy pack

A clean expense list, the receipt files and a short list of anything that still needs a look.

Everything ClaimMate does

Money coming in and money going out, in one app you can run a one-person trade from.

Quotes and invoices

Build a quote with your own line items, turn an accepted one into an invoice in a tap, and send it by WhatsApp, email or PDF with your logo and details on it.

Know who still owes you

Mark invoices paid with the date, method and reference, see what's still owed and what's overdue, and attach the payment screenshot as proof.

Receipts read for you

Photograph a receipt and ClaimMate pulls out the shop, date, total and each line, flags blurry photos and spots the same receipt added twice.

Things to sort

Anything unclear waits in one short list with a simple question and a tap to answer, so nothing gets guessed at behind your back.

Running tax estimate

A rough idea of what you're saving in tax as you go, so the bill in January isn't a surprise. A guide, not tax advice.

Ask ClaimMate

Ask what you can claim and get a plain-English answer backed by published UK guidance, with the source named.

Accountant pack

One download with your costs and your income side by side, the receipt files and a note of anything still worth a look. The income sheet spells out whether each invoice was cancelled, why, and the exact time it happened.

Cancel, restore and prove it

Cancel a quote or invoice with a reason, put it back with Restore, and see every status change in date order. Cancelled PDFs print with a CANCELLED watermark, the reason and the date.

Share with your accountant

Send a secure read-only link instead of emailing spreadsheets around. You can revoke it whenever you like.

Private by default

Your receipts and paperwork are stored privately and only you can open them. Export or delete your data whenever you want.

Cancel a quote or invoice — and put it back if you need to

Mistakes happen: a job falls through, the same invoice goes out twice, a quote is withdrawn. Here's what ClaimMate does about it, on quotes and invoices alike.

ClaimMate

INV-0042 · Kitchen rewire

J. Whitfield · £1,240.00

Cancelled

This invoice has been cancelled.

Reason: Job cancelled after payment · Cancelled on 12 May 2026

Restore

Based on HMRC guidance on keeping records — the cancelled copy stays, it isn't deleted.

Step 1 — A cancelled invoice shows a clear banner, the reason you gave, and a Restore button to put it back.
ClaimMate

History

  1. DraftSent

    3 May, 09:12

  2. SentPaid

    9 May, 16:40 · Bank transfer · REF123

  3. PaidCancelled

    12 May, 11:05 · Job cancelled after payment

  4. CancelledDraft

    12 May, 11:26 · Restored

Step 2 — Every status change is kept in order, with the date, time and any note. Nothing is overwritten.
ClaimMate
CANCELLED

Invoice INV-0042

Whitfield Electrical · 12 May 2026

Consumer unit replacement£640.00
Labour, 2 days£600.00
Total£1,240.00

This invoice has been cancelled and is not payable. Reason: Job cancelled after payment. Cancelled on 12 May 2026.

Step 3 — Print or share it and the PDF carries a CANCELLED watermark, the reason and the date — on new and re-downloaded copies alike.
ClaimMate
invoice_numberstatusvoided_or_cancelledvoid_reasonvoid_timestamp
INV-0042draftNo
INV-0043voidYesCustomer no longer needed12/05/2026 19:45

Restored invoices go back to being counted as live; still-cancelled ones stay out of your income totals but remain in the record.

Step 4 — The accountant download spells it out: a cancelled column, the reason and the exact time it was cancelled.

Common questions

Stop leaving your bookkeeping until Sunday night.

ClaimMate is a money admin assistant, not an accountant. It suggests, explains and asks — you always decide. It's here to make life easier for you, and for your accountant.

Get Started Receipts stored privately