Frequently asked questions

No. Berified is built for people who've never done bookkeeping. You describe things in plain English and Berified does the accounting behind the scenes, including the debits and credits you'd normally need an accountant for.

Join the waitlist to be first in. When your spot opens you'll create an account and Berified's guided setup walks you through connecting your details, no accounting know-how needed.

Yes. Every paid plan includes a 30-day free trial, and you don't need a card to start. There's also a free budgeting tier you can use indefinitely.

Yes. You can import transactions by CSV, and the guided setup puts everything in the right place. Switching from a spreadsheet or another tool takes minutes, not days.

Most people are up and running in a few minutes. The setup wizard configures your chart of accounts and tax settings for you.

Just a web browser, there's nothing to install. Berified runs on your laptop, tablet or phone. A dedicated mobile app is on our roadmap.

You type what happened in normal language, for example "paid £40 for Adobe" or "invoiced Acme £500", and Berified turns it into the correct bookkeeping entry automatically. No debits and credits to learn.

Yes. Every entry is recorded with the matching debits and credits behind the scenes, so your books always balance without you thinking about it.

Yes. Bank feeds import your transactions automatically and Berified suggests matches, so reconciliation takes a few clicks (Bank feeds are on the Business and Scale plans). More in how to reconcile your bank.

Yes. You can create and send invoices and see at a glance what's been paid and what's overdue. See our invoicing guide.

Yes, receipt capture (OCR) reads the key details from a photo of a receipt. It's included on the Business and Scale plans.

Yes, that's a core focus for creators. Berified pulls multi-platform earnings into one clear picture and keeps your Self Assessment figures ready.

Yes. Berified produces real-time reports, including profit & loss, balance sheet and a simple dashboard, updated as you work.

Yes. User limits depend on your plan: Solo includes up to 2 users, Business up to 10, and Scale up to 20.

Making Tax Digital is HMRC's shift to digital tax records and filing through software. Berified keeps digital records the way MTD expects, so you're ready as the rules roll out. See our Making Tax Digital page.

Berified is built to track VAT as you go and prepare and file MTD VAT returns (on the Business and Scale plans). You can see your VAT position at any time rather than scrambling at quarter-end.

No. Plenty of Berified users aren't VAT registered. If you are (or become) registered, Berified handles VAT and MTD for you.

Once your taxable turnover passes £90,000 in any rolling 12-month period. Berified helps you keep an eye on your turnover so it doesn't creep up unnoticed. See our VAT registration guide.

Yes. Berified keeps your income and expenses tidy year-round so your Self Assessment figures are ready, no January scramble.

Berified gives you a running view of your profit and an estimate of what to put aside, so the bill isn't a surprise. It's a guide, not formal tax advice.

Yes, Berified keeps a limited company's books and reports. Your accountant typically handles the year-end Corporation Tax return; Berified gives them clean, reconciled records to work from.

Berified is being built to be HMRC-recognised and MTD-compatible so you can file directly. We'll confirm recognised status as we launch each filing feature.

No. Berified is software that keeps your records and figures in order. It doesn't replace personalised advice from a qualified accountant or tax adviser.

Solo is £10/month, Business £20/month and Scale £35/month (all exclude VAT). Pay annually and you get one month free.

Solo suits sole traders and freelancers; Business suits VAT-registered small businesses; Scale suits e-commerce, higher volumes and agencies. Try the calculator on the pricing page for a recommendation.

Yes, you can upgrade or downgrade whenever you like as your needs change.

Yes. Paying annually gives you one month free compared with monthly.

Yes. There's no long contract, cancel whenever you need to.

Prices are shown excluding VAT.

The Scale plan supports up to 20 users, which suits bookkeepers managing multiple clients. Get in touch if you'd like to talk through your setup.

Your data belongs to you. Berified handles it in line with UK data protection law (UK GDPR). We also recommend keeping your own backups of important records.

Yes, Berified is designed to handle personal and financial data in line with UK GDPR. See our Privacy Notice for details.

Yes. Your records are yours, so you can export them whenever you want, including if you decide to leave.

You can export your records before you go, and we handle any retention and deletion in line with our Privacy Notice.

Berified isn't here to replace your accountant. It keeps your books clean and reconciled, which reduces the time you spend on admin and the time (and fees) your accountant needs at year-end. Many sole traders find tidy books are enough day-to-day, but Berified is software, not a substitute for professional advice.

Yes, you can invite your accountant or bookkeeper as a user so they can see your books directly, no emailing spreadsheets back and forth.

Head to our contact page or email hello@berified.app. We'll get back to you within a few working days.

Our team is available Monday to Friday, 9am to 5pm GMT.

Please let us know with a few details of what happened. Reports genuinely help us improve Berified.

Browse our step-by-step guides and the plain-English accounting glossary.