Your messiest clients, your cleanest books.
Trame is simple enough that sole traders actually use it. Their invoices and expenses reach your FreeAgent as they work, with the CIS and VAT already right. Not on FreeAgent? Take a tax-year export for Xero or QuickBooks, receipts attached.
For bookkeepers and accountants with trades clients.
Syncedjust nowIt reaches your FreeAgent as they work.
Your client connects FreeAgent once. After that, invoices and expenses sync to FreeAgent automatically, so there is nothing to chase at year end and nothing to key in twice.
- Invoices as your client issues them, with the VAT
- CIS withheld against labour, not materials
- Deposits netted, so income is never double counted
- Payments marked off when the invoice is paid
When on, sending an invoice to a customer also creates it in FreeAgent. When off, push each one yourself from the invoice.
Not on FreeAgent? Take the export.
Choose a tax year or one quarter. The export includes categorised invoices and expenses, with a header sheet, in the file your software already reads.
- Xero, QuickBooks and FreeAgent import files
- Choose a UK tax year or a single quarter
- Expenses categorised for CIS and SA103
- Deposit invoices netted, so income is never double counted
Making Tax Digital (MTD), coming soon.
Your clients actually keep the records.
A busy sole trader will not always keep up with accounting software built for a bookkeeper. Trame gives them a simpler way to keep the records you need. They can send quotes and invoices, and log expenses as they work. So there are records to export when you need them.
- Simple enough that a sole trader actually keeps it up
- Expenses logged with a photo of the receipt
- Mileage and vehicle costs captured as they happen
- Less to reconstruct at year end
A simpler way for clients to keep records.
Your client uses Trame for quotes, invoices and expenses. It syncs to your FreeAgent automatically, or you take an export for your accounting software. Either way you spend less time chasing records and entering them again.
They keep day-to-day records in Trame.
Day to day, your client quotes, invoices and logs expenses in an app made for tradespeople. It is simple enough that they keep it up, so the records are there when you need them.
- Quotes and invoices built for trades, not for accountants
- No bookkeeping knowledge needed on their side
- Records exist by the time they reach you
It arrives, or you export it.
On FreeAgent, each invoice syncs as they issue it. Otherwise choose a full tax year or a single quarter, with invoices, expenses categorised for CIS and SA103, and receipts.
- A full tax year, or a single quarter
- Invoices, categorised expenses and receipts
- In the format your software already reads
Have a trades client? Get in touch, and we'll show you how it lands in your own accounting software.
One invoice, from your client to your books.
What happens to one invoice, depending on the accounting software you use.
On FreeAgent
Your client issues invoice 1042 for a bathroom refit: £1,000 of labour and £500 of materials, plus £300 VAT. CIS at 20% is worked out on the labour only, so £200 is withheld and £1,600 is due.
FreeAgent receives the invoice with the same lines, the same VAT and the same deduction. When it is paid, the payment is recorded in FreeAgent too. The sync runs one way, from Trame into FreeAgent, and mileage is not part of it.
On Xero or QuickBooks
The Xero connection is not live yet. Until it is, your client takes an export for a tax year in full or one quarter.
The standard export has invoices, with a net column that accounts for deposits, and expenses by HMRC category with VAT, and it can include the receipt images. Expenses also export in Xero, QuickBooks and FreeAgent bank import formats.
What your client pays.
Your client pays for Trame on one plan: £29 a month or £290 a year for their whole business, with no per-user charge. Trame takes no cut of their card payments, though Stripe's own fees apply. The first 30 days are free and need no card.
You do not need an account of your own to receive their records.
Get their records
before year end.
Have a trades client? Get in touch and we'll show you how it lands in your books.