Imports bank CSVs
Bring copied transaction exports into a simple review workflow.
SoleSorted alpha
Alpha testers wanted
SoleSorted is looking for careful early testers to try a local-first Windows 10 bookkeeping workflow and send honest feedback before it becomes a regular working tool.
What you’ll test
A short end-to-end workflow for turning a bank export into a tidy accountant pack.
- 1Install SoleSorted
Download and install the Windows alpha build.
- 2Import a bank CSV
Bring in a copied or sample bank CSV file.
- 3Categorise transactions
Review transactions and apply income or expense categories.
- 4Attach receipts if desired
Link receipt files to matching transactions where useful.
- 5Export an accountant pack
Create a ZIP pack containing the records and receipt references.
- 6Send feedback
Tell me what was confusing, broken, missing, or unexpectedly useful.
Who I’m looking for
- UK sole traders
- Freelancers and small side-business owners
- Landlords organising rental records
- Bookkeepers helping small clients stay tidy
- Accountants who receive messy client records
- People currently using spreadsheets for bookkeeping
What good feedback looks like
- Where the workflow felt clear or clumsy
- CSV formats that did not import cleanly
- Categories, exports, or receipt handling that need improvement
- Anything that would stop you recommending it to a client or colleague
What SoleSorted does
SoleSorted focuses on practical local bookkeeping tasks rather than replacing professional accounting advice.
Categorises transactions
Separate income and expenses so records are easier to check.
Links receipts
Attach receipt files to transactions when evidence needs to travel with the record.
Exports accountant packs
Create a tidy ZIP pack for review by an accountant or bookkeeper.
Important alpha notes
SoleSorted is early alpha, Windows 10 or above, software. Features, wording, import behaviour, exports, and data handling may change as testing continues.
Test only with copied or sample data, check exported figures carefully, and keep independent backups of anything important.
Disclaimer
SoleSorted is not tax, legal, accounting, or financial advice. It is not official HMRC filing software and does not submit returns to HMRC in the alpha.
You remain responsible for checking records and getting professional advice where needed.
Interested in testing SoleSorted?
Use copied or sample data, try the workflow, and send feedback on what should change next.
Alpha testers with real bookkeeping pain are especially useful.