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
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
What ANNA can offer your clients
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.
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.