Title: Coffee and Numbers
Author: NJK Creative
Published: <strong>November 6, 2026</strong>
Last modified: November 6, 2026

---

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# Coffee and Numbers

 By [NJK Creative](https://profiles.wordpress.org/neilken/)

[Download](https://downloads.wordpress.org/plugin/coffee-and-numbers.2.3.6.zip)

 * [Details](https://wordpress.org/plugins/coffee-and-numbers/#description)
 * [Reviews](https://wordpress.org/plugins/coffee-and-numbers/#reviews)
 *  [Installation](https://wordpress.org/plugins/coffee-and-numbers/#installation)
 * [Development](https://wordpress.org/plugins/coffee-and-numbers/#developers)

 [Support](https://wordpress.org/support/plugin/coffee-and-numbers/)

## Description

Coffee and Numbers is a private, self-hosted accounting and invoicing plugin that
lives inside your WordPress admin dashboard. It’s built for freelancers, creatives
and small businesses (photographers, designers, consultants, tradespeople, writers
and more) who want clarity on their finances without thinking like an accountant.

Your financial data stays in your own WordPress database. Nobody else holds it.

**Core features (free):**

 * Invoices — unlimited invoices with a PDF for each, showing your logo, business
   details, bank details and payment terms. Mark them paid with the date they were
   paid, and see what’s outstanding at a glance
 * Other currencies — invoice or quote a client in GBP, USD, EUR, AUD, CAD or ZAR,
   and record the home-currency equivalent and exchange rate you used, so your totals
   stay in your own currency
 * Quotes and estimates — unlimited, each with a PDF in the same layout as your 
   invoices, numbered separately so they never affect your invoice numbers. Quotes
   never count towards income, VAT or profit
 * Expense tracking — categorise receipts by type, note whether a receipt is held,
   track VAT on each expense
 * Mileage log — log business journeys with automatic claim calculation at the correct
   rate for your country
 * Recurring expenses — set up regular costs once (rent, broadband, software) and
   they log themselves automatically every month
 * Home working calculator — enter your full bills and the tool calculates the claimable
   business proportion based on your room ratio
 * Profit dashboard — live income, expenses, mileage and net profit for the current
   tax year
 * VAT/tax summary — quarterly breakdown with the correct box numbers for your country’s
   filing form
 * CSV export — clean accountant-ready spreadsheet covering all income, expenses,
   mileage and VAT
 * Multi-country support — UK (HMRC/VAT), Australia (ATO/GST), South Africa (SARS/
   VAT), United States (IRS/Schedule C), Canada (CRA/GST/HST)
 * Filing deadlines — upcoming tax deadlines with countdown and configurable email
   reminders
 * GDPR tools — export all your data as JSON, or delete everything permanently

Everything above is included in this plugin, with no limits.

**Coffee and Numbers Pro** is a separate, paid version available from [coffeeandnumbers.com](https://www.coffeeandnumbers.com/pricing/).
It adds:

 * Pro forma invoices
 * One-click conversion from a quote to an invoice, which takes the next invoice
   number and keeps a link back to the quote
 * Deposits — set a deposit percentage on a quote or pro forma (its PDF shows the
   deposit due), invoice the deposit, then invoice the balance with the deposit 
   deducted
 * AI receipt scanning — photograph a receipt or upload a PDF, and Claude AI extracts
   the supplier, date, amount and VAT automatically, pre-filling the expense form
 * Year-end package for your accountant — summary PDF, CSVs, invoice PDFs and receipt
   images in one ZIP

### External services

Coffee and Numbers keeps everything on your own site and contacts no outside service,
with one optional exception:

 * **Freemius** (licensing and updates, https://freemius.com). If you choose to 
   opt in when you activate the plugin, it sends basic information about your site
   and the plugin (such as the site URL, WordPress and PHP versions, and plugin 
   version) so you can receive notices and manage an upgrade. Nothing is sent if
   you skip the opt-in. Freemius terms: https://freemius.com/terms/ and privacy 
   policy: https://freemius.com/privacy/

### Privacy Policy

Coffee and Numbers stores all financial data in your own WordPress database. It 
sends nothing to external servers, apart from the optional Freemius opt-in described
under External services.

## Screenshots

[⌊The main dashboard showing VAT position, profit, outstanding invoices and the 
invoice list⌉⌊The main dashboard showing VAT position, profit, outstanding invoices
and the invoice list⌉[

The main dashboard showing VAT position, profit, outstanding invoices and the invoice
list

[⌊The expense entry form⌉⌊The expense entry form⌉[

The expense entry form

[⌊The VAT/tax summary with quarterly breakdown⌉⌊The VAT/tax summary with quarterly
breakdown⌉[

The VAT/tax summary with quarterly breakdown

[⌊The filing deadlines tab with countdown and reminder settings⌉⌊The filing deadlines
tab with countdown and reminder settings⌉[

The filing deadlines tab with countdown and reminder settings

[⌊The setup wizard — country selection step⌉⌊The setup wizard — country selection
step⌉[

The setup wizard — country selection step

[⌊The recurring expenses configuration with home cost ratio calculation⌉⌊The recurring
expenses configuration with home cost ratio calculation⌉[

The recurring expenses configuration with home cost ratio calculation

## Installation

 1. Download the coffee-and-numbers.zip file
 2. In your WordPress admin, go to Plugins  Add New  Upload Plugin
 3. Choose the zip file and click Install Now
 4. Click Activate Plugin
 5. Click Coffee & Numbers in the left sidebar — the setup wizard runs automatically
    on first launch

The setup wizard takes approximately three minutes and configures your country, 
tax registration status, work location, home working method, and recurring expenses.

**Upgrading from an earlier version?** Simply upload this zip via Plugins  Add New
Upload Plugin  Replace current. Your data is preserved. On first load after upgrading,
Coffee and Numbers checks for any database changes needed for this version and applies
them automatically.

## FAQ

### Is my financial data secure?

Yes. All your data is stored in your own WordPress database on your own hosting.
It is never sent to any third party.

### Do I need to be VAT registered to use Coffee and Numbers?

No. During setup you choose whether you are VAT registered or not. If not, all VAT-
related features are hidden and the tool works as a straightforward income and expense
tracker.

### Which countries does Coffee and Numbers support?

UK (HMRC, VAT, Self Assessment), Australia (ATO, GST, BAS), South Africa (SARS, 
VAT, ITR12), United States (IRS, Schedule C), and Canada (CRA, GST/HST, T1 Return).

### Can I invoice a client in another currency?

Yes. Choose the currency on the invoice or quote; its line items and PDF are in 
that currency. Then enter the home-currency equivalent and the exchange rate you
used. That equivalent is what counts toward your profit and VAT totals, and the 
CSV export shows both.

### How do I generate an invoice PDF?

Add your logo, payment terms and bank details in Settings  Invoicing, then click
the document icon next to any invoice or quote to download its PDF. If you’d like
to help others find the plugin, you can choose to add a small “Created with Coffee
and Numbers” line to your PDFs in the same settings; it’s off unless you turn it
on.

### How do I take a deposit?

Issue a normal invoice for the deposit, and later a second invoice for the rest 
with a negative “Less deposit” line. Both are ordinary invoices, so your income 
and VAT land in the right quarters. In the UK, VAT is due on a deposit once you 
receive it.

### Does Coffee and Numbers submit directly to HMRC or other tax authorities?

Not currently. Coffee and Numbers calculates and displays your figures mapped to
the correct form fields for your country, which you can then enter into your tax
authority’s portal or hand to your accountant. Coffee and Numbers is designed to
work alongside dedicated bridging software for Making Tax Digital submission.

### Will the plugin work with my theme?

Yes. Coffee and Numbers lives entirely inside the WordPress admin dashboard and 
is completely invisible to public visitors. Your theme has no effect on it.

### Can I use Coffee and Numbers on multiple WordPress sites?

Each installation is independent. Your data on one site is entirely separate from
any other site.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“Coffee and Numbers” is open source software. The following people have contributed
to this plugin.

Contributors

 *   [ NJK Creative ](https://profiles.wordpress.org/neilken/)
 *   [ Freemius ](https://profiles.wordpress.org/freemius/)

[Translate “Coffee and Numbers” into your language.](https://translate.wordpress.org/projects/wp-plugins/coffee-and-numbers)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/coffee-and-numbers/),
check out the [SVN repository](https://plugins.svn.wordpress.org/coffee-and-numbers/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/coffee-and-numbers/)
by [RSS](https://plugins.trac.wordpress.org/log/coffee-and-numbers/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 2.3.6

 * Code tidy-up, no changes to how the plugin works

#### 2.3.5

 * The plugin’s styles now apply only inside its own page
 * Tidier checkboxes and Receipts / Recurring switch on the Expenses tab

#### 2.3.4

 * Invoicing in other currencies is now part of the free plugin
 * Coffee and Numbers’ notices now appear only on its own page

#### 2.3.3

 * PDFs no longer carry a “Created with Coffee and Numbers” line unless you choose
   it in Settings  Invoicing
 * Fixed: on MySQL 5.7, creating the plugin’s tables could fail on activation, leaving
   the ledger without its tables

#### 2.3.2

 * Fixed: on the cash basis, credit notes weren’t subtracted from income, so the
   dashboard, Tax summary, CSV export and year-end package showed income and profit
   too high. VAT figures were already correct

#### 2.3.1

 * Readme: updated the WordPress.org contributor name. No changes to the plugin 
   itself

#### 2.3.0

 * First public release.

## Meta

 *  Version **2.3.6**
 *  Last updated **13 hours ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 5.8 or higher **
 *  Tested up to **7.1.4**
 *  PHP version ** 7.4 or higher **
 * Tags
 * [expenses](https://wordpress.org/plugins/tags/expenses/)[finance](https://wordpress.org/plugins/tags/finance/)
   [Freelancer](https://wordpress.org/plugins/tags/freelancer/)[invoicing](https://wordpress.org/plugins/tags/invoicing/)
   [vat](https://wordpress.org/plugins/tags/vat/)
 *  [Advanced View](https://wordpress.org/plugins/coffee-and-numbers/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/coffee-and-numbers/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/coffee-and-numbers/reviews/)

## Contributors

 *   [ NJK Creative ](https://profiles.wordpress.org/neilken/)
 *   [ Freemius ](https://profiles.wordpress.org/freemius/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/coffee-and-numbers/)