Papertrail Assistant
Online
Today
Hello. What can I do for you?
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While you sleep,
I work.

Planning your day, organising tasks, and preparing everything before your alarm even goes off.

A perfectly
structured morning.

Prioritising your actions so you start with clarity, not chaos.

Yesterday's Log
Processed 47 transactions
Matched 23 invoices
Flagged 2 anomalies

Yesterday's work is logged

Today's Plan
06:00
Sync bank feeds
08:00
Process emails
10:00
Send reminders

Today's work is ready

Everything
together.
Gmail
Outlook
Dropbox
Drive
SharePoint
WhatsApp
Xero
Bank
Cards
Receipts
Invoices
Statements

Automatically reaching into your connected sources, finding and gathering every receipt, invoice, and statement.

Human-level
understanding.

Extracting details with forensic precision

Supplier
Amount
VAT
Category

Your proactive
assistant.

Composing automatically
FC
To: Finance Team
Subject: Missing VAT Invoice #9921
Auto-drafted
Discard
Delivered

Stay in the loop,
not the weeds.

Morning briefings that give you the headlines, without the headache.

10:30
Tuesday, 12 December
Papertrail
now
Morning Briefing Ready
47 items processed while you slept. 2 need review.

Good Morning, Dave

47 Processed
Receipts & Transactions
2 Need Review
Unmatched items

Smarter business
decisions.

Opportunity Detected
Strategic Savings Insight

Switching AWS to annual billing would save £1,200/year based on your current usage patterns.

Current (Monthly)
£450/mo
Projected (Annual)
£350/mo
AI
Recommendation by Papertrail
Change Scheduled

The next era of

business intelligence.business intelligence.

The next era of
business intelligence.

You didn't start a business because you love admin.

Yet here you are. Evenings matching receipts to bank transactions. Weekends hunting for that missing invoice. The constant nagging feeling that something's slipping through the cracks.

Every online purchase, every subscription, every digital receipt—it all creates paperwork. Papertrail gathers it together, organises it, stores it, and links everything. For digital-first businesses, we don't just reduce the admin. We eliminate it.

Every month

10+

hours lost to admin

Time you could spend growing your business or with your family.

Receipts go missing

23%

Lost deductions, tax headaches.

Average missed expenses

£3,500

Money left on the table.

MTD deadline

April 2026

Digital records will be mandatory. Are you ready?

How it works

Your business, organised automatically.

Papertrail works silently in the background—collecting, understanding, and organising everything about your business finances.

0
Gmail
Dropbox
Bank

Automatic Collection

Papertrail pulls in receipts from your email, bank transactions from your feeds, and documents from your cloud storage. No manual uploads needed.

Sources
PDF
Email
Receipt
Feed
Ledger
£2,499
CoA 420
VAT
Intelligence
AI
Insight
Audit

Smart Linking

AI that understands your business. It automatically matches receipts to transactions, learns your suppliers, and categorises everything correctly.

Receipt captured
Costa Coffee
£4.85
Categorised as Meals
Synced to your accountant

Snap & Forget

Out for a business lunch? Snap the receipt. Papertrail does the rest—extracts the details, categorises it, and syncs it to your accountant.

Invoice #104214 days overdue
£2,450.00
Acme Corp Ltd
Reminder sent

"Hi Sarah, just a gentle reminder about invoice #1042..."

Payment received 2 days later

Get Paid Faster

Papertrail tracks your outstanding invoices and sends polite reminders on your behalf. Less chasing, more cash flow.

UK Compliance

Making Tax Digital? Sorted.

New Making Tax Digital (MTD) rules mean the days of shoebox receipts are over. From April 2026, HMRC requires digital records with proper audit trails.

Papertrail handles this automatically. Every document linked, every transaction tracked, every record audit-ready. No panic, no last-minute scrambling.

Digital records that meet HMRC standards
Automatic transaction linking and audit trails
Seamless integration with your accountant
Peace of mind at tax time
MTD Ready
Making Tax Digital compliant
Digital records
Transaction links
Audit trail
HMRC compatible
Papertrail Assistant

A business partner in your pocket.

Add us on WhatsApp. That's all it takes.

Papertrail isn't software you log into—it's a business partner that lives in your pocket. It reaches out when something needs attention, asks if it gets stuck, and handles the busy work so you can focus on what matters.

9:41
Papertrail
online
Message
01

Snap receipts

Take a photo, it's done

02

Get reminders

Never miss a deadline

03

Draft emails

It writes, you approve

04

Request documents

Any doc, anytime

05

Ask anything

Complex questions, instant answers

06

Weekly insights

Ways to save and grow

Weekly Insights

Your business briefing. Every week.

Every Monday, Papertrail generates a beautiful, personalised magazine just for you. Real insights to save money, optimise operations, and spot opportunities you'd otherwise miss. It's like having a CFO who actually reads everything.

Spending patterns and savings opportunities
Cash flow health and runway projections
Overdue invoices and recommended actions
Tax-saving opportunities specific to your business

Weekly Briefing

Your business, summarised

Week 1
25 Feb

Switch energy supplier

£340/yr

Found a better rate that could save you

3 invoices overdue

£4,200

Total outstanding from clients

Revenue up 12%

Compared to last quarter

Based on 147 transactions this week
Shared with accountant

No more
"send me all the info"
emails.

Your accountant already has everything they need. Real-time access, every receipt linked, every transaction categorised. Less back-and-forth means lower bills for you.

0

Emails chasing documents

Everything syncs automatically

100%

Receipts linked

Ready for review, always

Lower accountancy bills

Less time explaining = less cost

Your data is your data.

Bank-level encryption. GDPR compliant. Never sold. Audit-ready.

256-bit encryptionGDPR compliantUK data centres

Ready to reclaim your time?

Join business owners who've stopped drowning in admin and started focusing on what matters.

No credit card required. Works best with a Papertrail Partner accountant.

Imagine having an assistant that never takes a sick day.

Papertrail works around the clock. Syncing your feeds, organising your documents, and planning tomorrow. Every single day.