Hand over the bank statements and whatever receipts you have. It reads them, checks the year's closing balance against the bank's own, flags every line that doesn't add up, and gives you back a year you can stand behind.
We are in beta. While we learn, every club and small charity uses Shoebox free, subject to fair use. No card, nothing to cancel.
Ten minutes with a year of statements. A club or group gets its AGM page and ledger; a registered charity (OSCR or a Charity Commission) gets the full pack. See what you get: a sample AGM report and ledger page from a fictional club.
A ten-second check. Nothing is looked up or sent anywhere; your answers just pre-fill the first step.
Most charities are not companies. A SCIO, CIO, trust or association is not a company: answer No unless the charity has a Companies House number.
The treasurer's job is three bad moments a year. This takes the arithmetic out of all of them.
Someone has to stand up and say what came in, what went out, and what is in the bank. One honest page, from the statements, in ten minutes.
Treasurers change. The new one gets a bag of paper and a bank login. The shoebox is the handover: closing balance, every line, where it came from.
A funder, the council, the bank, a regulator. "Send us last year's accounts." Now you have some, and they tie.
Tell it who the accounts are for, and the rest of the journey fits. A club that later registers flips one answer and the same year produces the full pack.
PDFs, photos, scans, a bank export, an old cashbook. In any order. It sorts them into piles and tells you if a month is missing before it starts.
Every line read, every closing balance checked against the bank's own. Anything that doesn't add up is flagged in plain words, with the page it came from.
Read the figures, see what the money was for, clear any flags. Then download: one page for the AGM, or the whole pack for the regulator.
You. They sit in a private store in the UK that only your sign-in can open. Scanned pages and receipts are read by an AI service (Anthropic's), which does not train on them under our commercial terms, and while we are in pilot we may open a run to fix a problem. Nothing is published, shared or sold, and you can delete everything with one click. The privacy notice has the detail.
No. It prepares the pack. You download it, your examiner examines, your trustees approve, and you file as you always have.
The year's closing balance is checked against the bank's own, so a misread line normally shows up as a gap rather than hiding. You can correct any line yourself, and if the software got it wrong, tell us: during the pilot we look at every report and fix faults, usually the same day.
Any statement PDF downloaded from online banking, photos or scans of paper statements, and CSV or spreadsheet exports. It reads the layout rather than a list of banks, and it has been checked most on Bank of Scotland statements and a wide set of generated layouts. If yours comes out wrong, the run says so, and during the pilot we look at every one.
The year is flagged with the gap and the balance jump, and the figures are not pretended to be complete. Upload the missing statement when you find it, or type in its four printed totals (opening, paid in, paid out, closing), and the year ties again.
Yes. You send them a private link; it opens read-only after a one-time code to their email. They see the figures, every line, the working papers and the documents, and can ask you questions on the same page.
Yes, in one click from the app: the uploads, the lines, the outputs and the account. The privacy notice says exactly what is removed and when.
That's who the free route is for. Upload the year's statements, get one page for the AGM and a handover note. About ten minutes with typed statements (scans take longer), and next year carries on from here.
Clubs and groups: free, now and later. Registered charities: free while in pilot, Scotland and OSCR first, with England and Wales next. If you would test it with your own year end, put your name down and we will be in touch.