Invoice Guru

About Invoice Guru

Invoice Guru is a collaborative invoicing platform built from the ground up to empower tradespeople, freelancers, and small service businesses. We understand that your expertise lies in your craft, not in navigating complex desktop accounting software. That's why our mobile-first solution is designed to be your seamless partner on-site, transforming the administrative burden into a streamlined, efficient process. Our core mission is to work in synergy with your daily workflow, enabling you to create, send, and track professional invoices in under 60 seconds directly from your phone. We are more than just an app; we are a compliance partner, proactively built with upcoming regulations like UK MTD and Poland's KSeF in mind, ensuring your business stays ahead without the need to switch tools. Founded by a tradesperson, Invoice Guru is built on real-world insight, focusing on smart automation, bank integration, and AI-powered features like OCR receipt scanning to reduce paperwork and save you valuable time. Together, we help you get paid faster and run your business smarter.

Features of Invoice Guru

Mobile-First Instant Invoice Creation

Crafted for on-the-go professionals, this feature allows you to generate and send a fully branded, HMRC-compliant invoice in less than a minute from your mobile device. By working in tandem with your pace, it automatically adds your logo, VAT details, and payment terms, eliminating the need for manual templates and ensuring you can bill clients immediately after a job is completed, directly from the site.

AI-Powered OCR Receipt Scanner

This intelligent tool acts as your collaborative digital assistant for expense management. Simply snap a photo of a paper receipt, and our AI will accurately read and extract key details such as supplier, date, amount, and VAT. It then seamlessly logs this as an expense entry, saving you from manual data entry and creating a clear, organized record for your accountant, fostering better financial teamwork.

Automated Bank Integration & Payment Matching

Invoice Guru synergizes with your business bank account to automate the most tedious part of bookkeeping. Once connected securely, the system automatically matches incoming bank transactions with your outstanding invoices. This provides a real-time, collaborative view of your cash flow, instantly showing what's been paid, what's overdue, and what needs a follow-up, keeping your financial picture perfectly aligned.

Smart Payment Reminders & Status Tracking

This feature fosters proactive client communication on your behalf. The system automatically detects overdue invoices and can send polite, scheduled reminders based on your preferences. Furthermore, it tracks when your emailed invoices are opened by clients, providing valuable insight and enabling you to work together with the app to maintain healthy cash flow without awkward conversations.

Use Cases of Invoice Guru

For the On-Site Tradesperson (Plumber, Electrician, Builder)

After completing a job, a tradesperson can immediately generate a professional invoice on their phone using pre-saved client and service details. They can add a deposit received, apply the correct VAT, and email the PDF to the client before even leaving the property. This rapid turnaround, supported by the app, impresses clients and significantly accelerates payment cycles.

For the Small Cleaning or Gardening Service Business

A business owner managing multiple weekly clients uses Invoice Guru to schedule and send recurring invoices automatically. The bank integration feature works alongside them to match payments as they come in, while the OCR scanner helps track fuel and supply receipts. This collaborative automation saves hours of weekly admin, allowing more focus on growing the team and servicing customers.

For the Freelancer Managing International Clients

A freelancer working with clients across Europe utilizes the multi-currency and multi-language support to invoice in the client's local currency and language. They use the professional PDF templates with automatic branding to maintain a consistent, credible image. The payment tracking feature helps them manage income from various sources in one unified, cooperative dashboard.

For Preparing for HMRC MTD Compliance

A sole trader proactively prepares for Making Tax Digital mandates by adopting Invoice Guru. They use the compliant invoice templates and digital record-keeping features like receipt scanning. This collaborative approach with a future-ready tool ensures a smooth, stress-free transition when the regulations come into effect, avoiding last-minute scrambles and potential penalties.

Frequently Asked Questions

Is Invoice Guru compliant with HMRC Making Tax Digital (MTD) rules?

Yes, Invoice Guru is built as your partner for compliance. We provide HMRC-compliant invoice templates and are actively developing full MTD for Income Tax Self Assessment (ITSA) functionality. Our platform is designed to ensure a seamless transition for your business when the rules take effect, working together to keep you on the right side of regulations without changing tools.

How does the bank integration and payment matching work?

Our bank integration works in secure synergy with your business bank account via open banking. Once you grant permission, Invoice Guru securely reads your transaction data. It then collaborates with your invoice records to automatically match incoming payments to the correct client and invoice, updating the status to "paid" in real-time and giving you a perfectly synchronized financial overview.

Can I use Invoice Guru on a desktop computer as well?

Absolutely. While Invoice Guru is engineered with a mobile-first, on-site workflow in mind, we believe in flexible collaboration. The platform is fully responsive and accessible via web browser on any desktop or laptop computer, allowing you and your team to manage your invoicing, reports, and client data from any device, at any time.

What happens during the free trial? Is my data safe?

The free trial offers full, collaborative access to all core features for 10 days, with no credit card required. Your data is completely safe and secure; we employ bank-level encryption and adhere to strict data protection standards. We work as your trusted partner, and you can export your data at any time. The trial is designed to let you and your business experience the synergy risk-free.

Pricing of Invoice Guru

Currently, Invoice Guru is offering an exclusive Early Access program. You can join this collaborative testing phase and receive 1 Month FREE in exchange for your valuable feedback. This is a limited opportunity with no credit card required, available specifically for professionals in the UK. To secure your spot and start working together with the platform, you can sign up for Early Access directly on the website.