How it works

From working day to organised records.

ClaimMate keeps the process short: capture the paperwork, answer anything uncertain, stay on top of customer documents and prepare a tidy accountant handover.

STEP 01

Tell ClaimMate about your work

A five-question setup covers your trade, travel, workplace, common purchases and whether you use subcontractors. It takes about a minute and helps make later suggestions more relevant.

ClaimMate's genuine five-step setup screen
STEP 02

Photograph the receipt

Use the large phone camera control or choose a saved photograph. ClaimMate trims the edges, checks the image and reads the merchant, date, total and line items.

ClaimMate dashboard with receipt capture actions
STEP 03

Answer only what is unclear

If a cost could be personal or business, it waits in Things to sort. You get one plain-English question instead of a guessed answer.

ClaimMate dashboard showing the next receipt actions
STEP 04

Create and send customer documents

Make quotes and invoices, add your own business details, send the PDF by email or WhatsApp and keep each status visible.

ClaimMate quotes and invoices workspace
STEP 05

Check and hand over the records

Review missing or duplicate evidence, see costs and invoice income together, then download the pack or share a secure read-only accountant link.

ClaimMate Accountant Pack and record checks

Ready to make the admin clearer?

Start with the next receipt in your pocket.

Get Started

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