Know where you stand before the tax year ends.

Diagonalise sends your invoices, helps you get paid, and keeps your expenses and profit in one place, organised around the 6 April tax year, so your Self Assessment figures are ready long before 31 January.

Free to start, with 30 days of Professional included. No card needed.

The Diagonalise dashboard showing profit so far this tax year, money waiting to be paid, and recent invoices and expenses

Your year runs 6 April to 5 April. So does ours.

Most bookkeeping tools think in calendar years. Diagonalise shows your profit for the UK tax year you're in, how many days are left, and when your next return is due.

Tax year panel: £24,347.60 profit so far in 2026/27, 182 days until 5 April 2027, and the 2025/26 return due 31 January 2027

Filter everything by tax year

Switch the dashboard, invoices, expenses and customers to any tax year in one click.

Expenses mapped to SA103

Each expense category maps to its HMRC box, so your totals line up with the self-employment pages.

Cash basis, done properly

Income counts on the day you were paid, not the day you invoiced.

Invoices that keep track of themselves

Create an invoice, email it to your client, and Diagonalise watches the due date for you. Late invoices are flagged as overdue, and reminders go out on the schedule you choose.

  • Email the PDF with a link your client can open online
  • Automatic reminders before and after the due date
  • Your logo, your colours and a choice of templates
  • Clone last month's invoice instead of starting again
  • Bill in pounds, dollars or euros
Invoice list filtered to the 2026/27 tax year, with three invoices selected and a Mark as paid button

A link your client can pay from

Every invoice has its own secure link. Your client opens it to view the invoice, download the PDF and find your bank details, with no account or password to remember.

  • Send it in the invoice email, or copy it into a message
  • Record deposits and part payments as they arrive
  • See what's still owed on every invoice
  • Turn a link off or replace it at any time
Northwind Studio Invoice INV-0045
Amount due
£1,620.00
Due 7 November 2026

Pay by bank transfer
Sort code
04-00-04
Account number
12345678
Reference
INV-0045
Download PDF

Every receipt, where you can find it

Log an expense in seconds, attach the receipt, and file it under a category you choose. See your spending as a list or on a calendar.

  • Upload receipts as photos or PDFs
  • Search by description or supplier
  • Running total for any tax year or date range
  • CSV export for your accountant
Expense list for the 2026/27 tax year showing £767.14 spent across 10 expenses, each with a category and supplier

Self Assessment figures, ready when you are

Turnover, allowable expenses and net profit, laid out the way HMRC asks for them. Use the simple three-line version, or the full SA103 breakdown.

  • See whether you can use three-line accounts
  • Keep an eye on the VAT registration threshold
  • Estimate your tax bill and payments on account
UK Self Assessment summary: turnover £31,240.00, allowable expenses £6,892.40, net profit £24,347.60

Or just ask your AI assistant

Connect Diagonalise to Claude, ChatGPT or GitHub Copilot, and do your bookkeeping in plain English. You approve the connection, and it can only do what you allow.

  • Raise invoices, share their payment links, and see who still owes you
  • Turn receipts into expenses in the right HMRC box
  • Ask for your profit or tax figures for any tax year
  • Read-only access if you just want answers

Read only on Free. Read and write on Professional.

How AI assistants work with Diagonalise →

Diagonalise connected

Invoice Hart & Co for 3 days of consulting at £450 a day, plus VAT.

Created an invoice in Diagonalise

Draft invoice INV-0045 is ready for Hart & Co: £1,350.00 plus £270.00 VAT, £1,620.00 in total, due in 30 days.

Want me to mark it as sent?

Making Tax Digital for Income Tax: under development

We're building a way to send your quarterly updates to HMRC from your Diagonalise account, using the same Self Assessment categories your expenses are already sorted into. It isn't available yet, and we'll only switch it on once HMRC has recognised Diagonalise. Until then, your figures are ready to copy into your return or pass to your accountant.

Also included

Customers

Contact details, payment terms and a full invoice history for every client.

Products and services

Save the things you sell with their prices, then add them to invoices in a click.

Your accountant or bookkeeper

Give them a free login to see your figures. Add a partner or assistant too, and choose exactly what each person can change.

More than one business (Professional)

Run separate businesses from one login and switch between them from the menu.

Encrypted personal data

Names, addresses and bank details are encrypted before they're stored.

Works on your phone

Check what you're owed or log an expense from wherever you are.

Up and running in an afternoon

  1. Create your account

    Sign up with your email. Your 30-day trial of Professional starts straight away.

  2. Add your business and customers

    Your details, bank information for invoices, and the clients you bill.

  3. Send your first invoice

    Email it from Diagonalise, then log expenses as they happen and watch the year add up.

Common questions

What is Diagonalise?

Diagonalise is online invoicing and expense tracking for UK sole traders and freelancers. It keeps your invoices, expenses and profit organised by the UK tax year (6 April to 5 April) and gives you the figures for the self-employment pages of your Self Assessment return.

Who is Diagonalise for?

One-person businesses in the UK: sole traders, freelancers and contractors who send invoices, pay their own expenses and file a Self Assessment tax return. One-person limited companies can use it for invoicing and expenses too.

Can I use it for a limited company?

Yes, for invoicing, getting paid and tracking expenses. Add your company number and VAT number and they appear on your invoices. The tax reports are built for sole traders: they give Self Assessment (SA103) figures and an Income Tax estimate, not Corporation Tax figures, so a company's year-end accounts and tax return stay with your accountant.

Does it work out my Self Assessment figures?

Yes. Each expense category maps to its box on the SA103 self-employment pages, and the reports show turnover, allowable and disallowable expenses and profit on the cash basis, with an indicative Income Tax and Class 4 National Insurance estimate. Check your return before you file.

Can I use Diagonalise with ChatGPT or Claude?

Yes. Diagonalise has an MCP server, so you can connect it to Claude, ChatGPT, GitHub Copilot and other AI apps, then create invoices, log expenses and check your figures by asking. You approve each connection. Read only on Free. Read and write on Professional.

Can my clients pay my invoices online?

Every invoice has its own secure link your client can open to view it, download the PDF and see your bank details for payment. You can email it with the invoice or copy it into a message.

Is it free?

There is a Free plan you can keep for as long as you like, with no card needed. Every new account also gets 30 days of Professional free; if you don't upgrade, you stay on Free and keep all your data.

Does Diagonalise work with Making Tax Digital?

Not yet. Quarterly updates for Making Tax Digital for Income Tax are under development, and we'll only switch them on once HMRC has recognised Diagonalise. Until then, your SA103 figures are ready to copy into your return or hand to your accountant.

Start this tax year with your books in order.

Free to start, with 30 days of Professional included. No card needed.

Start free