AccessDocs
01
PLAN
Turn your idea into a clear business plan and starting point.
The founder operating workspace
Turn your plan into a business that runs.
AccessDocs brings your plans, documents, clients, payments and business records together in one workspace — helping you move from figuring things out to actually running the business.
✓ No card required
✓ Start with what you need
✓ Built for founders
01 Plans and documents
02 Clients and records
03 Invoices and payments
04 Business insights
The journey
From a plan to a business that runs.
Every business starts with an idea. AccessDocs helps you put the essentials in place, keep them together, and understand what is happening as you operate.
PLAN → CREATE → ORGANISE → GET PAID → TRACK → UNDERSTAND → GROW
02
CREATE
Create the invoices, quotes, receipts and documents you need.
03
ORGANISE
Keep clients, services, work and records together.
04
GET PAID
Send invoices and share payment links where configured.
05
TRACK
Keep track of payments, expenses and business activity.
06
UNDERSTAND
See what your recorded business information is telling you.
07
GROW
Make decisions with a clearer operating picture.
The operating workspace
The pieces of the business belong together.
Documents are only useful when they connect to the work around them. AccessDocs keeps the everyday operating pieces close at hand.
Create what the business needs
Start with a template or use Business Suite to create practical documents from the business information you provide.
- Business plans
- Invoices and receipts
- Quotes and proposals
- Contracts and policies
Organise the work around it
Keep the people, services and commercial records connected to the documents you create.
- Client records
- Reusable services
- Document history
- Business records
Move from work to payment
Create and send invoices, record payments and use payment links where your account and currency support them.
- Paid / unpaid tracking
- Payment records
- Receipts
- Invoice history
Understand what is happening
Use your recorded invoices, payments, expenses and documents to get a more useful view of the business.
- Expense records
- Revenue views
- Client activity
- Business insights
Use your own context
Useful documents start with a clear picture of the business.
Add your company information, services, clients, invoices and business knowledge. Business Suite can use that context when you create documents and view insights.
AccessDocs works from the information you provide. That means clearer records support more relevant documents — without pretending to know what has not been recorded.
- ✓Your company information
- ✓Services and products
- ✓Clients and invoice history
- ✓Uploaded business knowledge
A
Example business profileInformation supplied by the business
Business typeProfessional services
ServicesStrategyAdvisory
Client records38 active records
Invoice activityTracked in workspace
Business knowledge✓ Ready to use
Beyond the paperwork
Track the essentials. Understand the picture.
As your records build up, AccessDocs helps you see activity in context — with figures and insights based on what is actually in your workspace.
UNDERSTAND
See what your records show
Review payment activity, outstanding invoices, expenses, clients and document history from the information recorded in AccessDocs.
Insights are calculated from your available business data. They are not accounting, tax advice or a forecast.
GROW
Grow with clarity.
When the essentials of your business are organised, you can spend less time searching through paperwork and more time making decisions.
AccessDocs supports clearer decisions; it does not guarantee business growth.
Simple pricing
Start where you are. Grow when you're ready.
Whether you need your first invoice or a complete business operating workspace, choose the level that fits where your business is today.
Free
For founders who want to try AccessDocs and start organising their business.
£0 / month
- 2 professional invoices
- PDF download and sharing
- Start without a card
Invoices Only
For businesses that mainly need professional invoicing and payment tools.
£4.99 / month
- Unlimited invoices
- Payment links and invoice tracking
- Paid / unpaid payment records
- Bank details and logo on invoices
- Email and WhatsApp sharing where supported
Pro
For businesses that need the everyday tools to actually run and organise their business.
£9.99 / month
- Everything in Invoices Only
- Professional business documents
- Quotes, proposals, contracts and policies
- Client profiles and document history
- Branded PDFs and sharing
- Expense recording and tracking
- Business records
Business Suite
For businesses ready for a more complete operating workspace with AI and deeper insights.
£19.99 / month
- Everything in Pro
- AI document generation
- Business Health Score
- Business Knowledge Engine
- Website intelligence
- Revenue and client analytics
- Advanced business insights
- Priority support
AccessDocs Teams
For teams that need collaborative business management.
£49.99 / month
- Everything in Business Suite
- Shared business workspace
- Shared customer, invoice and payment records
- Owner and admin controls
Business insights are calculated from the business information available in AccessDocs. They are not accounting or tax advice, and AccessDocs does not guarantee business growth.
Just need one document right now? Buy a single template for £2.99 →
See full plan details →
Contact us
Have a question? We’re here to help.
Tell us what you need and the AccessDocs team will get back to you. You can also reach us directly at:
support@accessdocs.netYour next step
Make the next part of the journey easier.
Start with the plan in your head. Put the documents, clients, payments and records in one place. Then keep moving.
Start free