ANNA for accountants and bookkeepers

We'll sort the books, you do the accounting.

We offer total access to your clients' transactions in real time: you can preview statements, request missing receipts or invoices and manually update our automated expense categorisation

ANNA Money has been providing business accounts to small businesses and sole traders since 2017, and now has over 100,000 customers across the country. ANNA has already partnered with hundreds of UK bookkeepers and accountancy practices

Fully automated
Xero integration

Why partner with ANNA?

  • Dedicated relationship manager: you get a manager who can give you as much time and attention as you need
  • Amazing customer support for your clients: our Cardiff-based customer support team is here 24/7 and has a standard 45-second in-app response time, so they’re not left waiting
  • Accountants dashboard: get real-time access to your client's transactions, preview their statements, and request missing documents
  • Free integrations: seamlessly connect with e-seller platforms like Amazon, eBay, Etsy, Zettle and leading bookkeeping software like Xero, Quickbooks, Sage. We’re also planning for integrations with FreeAgent, Clearbooks, Square, and more
  • Want to promote your practice? Join ANNA’s Accountants Directory. We’ll work with you on blog posts, content and webinars
  • Referral commissions: paid directly to your account each month
VAT filing bridging software
Submit VAT easily (and free) directly from your XLS file with our free MTD bridging software
Try it out
Basis Period Calculator
Determine your client's basis period(s) by going through a couple of questions in our handy online calculator
Start the test
Accountant Directory
Take a look at accountants who already use ANNA with their existing clients and recommend us to the new ones
Check the list

Practice Dashboard:

What ANNA can offer your clients

Register a company
An easy, straightforward company formation service
Learn more
Business account
Business accounts for your customers, including a debit card, virtual cards, instant invoicing, receipt scanning, simplified expenses and all the other tools they need to grow their business
Learn more
ANNA +Taxes
If you have a client who is too small for your practice, introduce them to ANNA +Taxes, our all-in-one tax solution for small businesses
Learn more

All the clients’ data in one place

Tracking clients’ expenses made easy

With ANNA all your client’s expenses, invoices and transactions are kept safe and secure in one place. They can give you full access to all their financial information whenever you need it.

Accounting software integration

Two-level integration with Xero

You can choose to import only the bank feed into Xero, or to forward all the attachments and reconcile it automatically. Any custom Xero accounts can be mapped to ANNA categories using our dashboard.

VAT filing

Free MTD-compliant VAT filing tool

File VAT return on behalf of your VAT-registered clients using the free VAT filing tool on our website. It is free for you to use, for as many of your clients as you like.

Earn money with ANNA

Join our referral programme

Get up to £100 per onboarded customer – whether they use ANNA's banking or admin app.

You'll get a dedicated referral landing page to share with your clients for easy sign up. We'll also provide you with automatic reporting, so you can track all your referrals and see their onboarding status.

Interested in partnering?

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