Set up cloud bookkeeping around your everyday work.

Design the setup around a practical workflow

Cloud bookkeeping software is useful when its configuration fits the way the business records transactions. Yudey helps organise a setup project around invoices, receipts, bank activity and the people responsible for them. We begin with your current routine and the problems you want to solve, such as duplicate entry, missing evidence or unclear access.

The proposal identifies the system, entities and settings included. If software has not been selected, a requirements discussion can be scoped separately. We do not assume that a familiar product is appropriate for every business or introduce an unnecessary migration. Product suitability, current capabilities and commercial terms need checking against the requirements before a selection or subscription commitment is made.

Define records, users and reporting needs

The agreed brief can identify invoice numbering, transaction categories, document capture and the reports required by your accountant. We ask who creates records, who reviews them and who approves sensitive changes. A small team may need a simple separation of tasks, while several branches or activities may require more structured reporting.

We also identify existing tax and accounting decisions that the configuration needs to reflect. Settings should not be used to make an unassessed tax choice. The responsible professional confirms matters such as the applicable accounting approach and treatment of particular transactions where necessary. The setup records open decisions rather than silently choosing defaults that might later be mistaken for advice.

Configure the agreed environment

The project can include selected company details, user permissions, transaction categories and document workflows. We agree which changes will be applied and retain a record of the chosen approach. If opening balances or historical transactions are needed, their preparation is identified separately. Entering a starting figure does not establish that the underlying records have been reconciled.

Bank feeds and integrations require suitable authorisation and attention to their limits. We do not request bank passwords in the initial enquiry or assume authority to make payments. A connection may import data, but it does not prove every transaction has been classified correctly. The handover explains how to identify interruptions, duplicates and items requiring review.

Check representative tasks before handover

The agreed setup review can examine a small set of representative activities, such as creating an invoice, recording a receipt and reconciling a payment. The checks are designed around the workflow in scope. If your process includes a specialist integration or substantial transaction history, a separate technical or migration project may be required.

We distinguish configuration checks from a complete accounting audit. A successful sample does not confirm that all future records will be correct. The business needs a routine for reviewing suggestions and resolving exceptions. We can identify the checks and responsibilities so the team understands what automation does and where human review remains necessary.

Connect software capability with actual reporting needs

If Making Tax Digital compatibility matters, the relevant tax service and functions need to be established. HMRC provides guidance on choosing software for MTD for Income Tax. ^[1] Compatibility for one purpose should not be assumed to cover another tax or every business arrangement. The setup scope identifies what must be checked before relying on the system for an official submission.

Software configuration does not itself register the business, authorise an agent or complete a return. Those are separate tasks. We also identify subscription ownership, administrative access and record export arrangements for future continuity. Ongoing bookkeeping, training sessions and recurring support are included only where the written proposal specifies them.

Receive a clear setup handover

Your agreed handover can include the configuration summary, user responsibilities, routine instructions and unresolved questions. It identifies who owns the subscription and who can authorise later changes. The objective is a system the team can use and maintain, rather than a completed installation with no explanation of the daily process.

Fees depend on system complexity, users, integrations and the records required at the start. The GBP quote identifies applicable VAT and separate subscriptions, migration or training. Begin with the business, current tools and desired workflow. We will clarify the project and protected access arrangements before changing settings or receiving financial records.