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Shed Toolbox · Organisation tools

Financial analysis tool

Keep clear financial records and understand where your organisation’s money goes.

For small businesses, charities, not-for-profit organisations, community groups and independent sellers who want to organise income, outgoing costs and receipts in one place.

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What it helps you do

Bring bank transactions and receipts together, choose how categories appear in day-to-day reporting, and prepare reports to share with your team.

Bank statements and transactions

Import CSV or supported text-based PDF statements, review transactions before adding them, and organise records by bank account and category.

Original statement files are discarded after reading. Extracted statement data and import history are retained.

Receipts in one place

Upload receipts or share your organisation’s receipt submission link and QR code. Admins and editors can review submissions and connect accepted receipts to outgoing transactions.

Reports and forecasts

Review income, outgoing costs, gross profit and annual results. Download PDF reports and explore future balances through forecasts and plans.

Team access and backups

Give people administrator, editor or viewer access. Organisation records are kept separate, and encrypted backups provide recovery copies.

How it works

  1. Create your account and confirm your email address.
  2. Set up your organisation and start your seven-day trial.
  3. Add your bank accounts, import statements and review your transactions.
  4. Collect receipts and use reports to understand your finances.

Simple subscription pricing

£10 + VAT per month · £12 including VAT.

£100 + VAT per year · £120 including VAT.

Start with a seven-day free trial. No card is needed for the trial, and the trial does not automatically charge you. Manage or cancel a paid subscription through your organisation’s subscription page.

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Common questions

Can my team use the same organisation?

Yes. Administrators can invite editors and viewers, with different permissions for each role.

Can people send receipts without an account?

Yes. They can submit receipts through your organisation’s receipt link or QR code. Admins and editors review submissions before accepting them into Receipts.

Do imported transactions go straight into the ledger?

No. You review the extracted transactions before adding them. Keep your original statements for your records.

Can I choose what counts as day-to-day income and costs?

Yes. Category settings let you exclude selected income or outgoing categories from day-to-day profit and loss reporting while keeping the transactions in your ledger and bank balance.

Does the tool file tax returns or replace professional advice?

The features described here cover financial records, reports and planning. Use an accountant or appropriate adviser where you need advice or statutory filings.

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