One assistant, across everything.
SoleTrader AI can answer almost any question you'd typically ask your accountant. It can add transactions, create invoices, help you file your tax returns and a lot more.
SoleTrader AI
Ask about your books, Jon.
Your numbers are already loaded: transactions, categories, the lot. No need to paste anything.
iEach chat runs 7 turns · 118 of 200 prompts used · resets 1 Aug 2026
It follows you. Drag. Drop. Ask.
The genie floats over the Dashboard, Transactions and Invoices, and always knows which page you're on. Click it to ask about the numbers in front of you, or drag it out of the way when you don't need it. Try the numbers on the right: open the genie, or just move it, and see how it behaves.
- ✓Follows you across Dashboard, Transactions and Invoices
- ✓Sees the same numbers you do, can explain, simulate or perform tasks
- ✓Answers a quick question or takes the action itself, add a transaction, draft an invoice
- ✓Drag it anywhere on the page. It stays out of your way until you need it
Understand what's actually yours, the moment it changes.
Every transaction updates your trading profit, Income Tax and Class 4 NI immediately, calculated from HMRC's real thresholds, not a rough estimate. A running "set aside" percentage tells you how much of each payment to keep back before you spend it.
- ✓Live Income Tax and Class 4 NI, recalculated as you work
- ✓Trading profit after allowable expenses, calculated automatically
- ✓A per-invoice set-aside percentage, so tax never surprises you
It writes it to your books, picks a category, and asks you to confirm before saving. No forms to fill in.
Income Tax and Class 4 NI, worked from your actual recorded profit, not a generic calculator someone else built.
It checks your real rolling turnover and tells you exactly where you stand, not just whether you've already crossed the line.
It drafts it from your client list in two turns. You review it on the Invoices page and send it yourself.
