Product
A modern UK finance workspace built around review, control, and filing readiness.
One shell for invoicing, expenses, banking, stock, compliance, filing readiness, bank reconciliation, and approval-first control.
Bank reconciliationCompliance healthApproval queueFiling readiness
Sales & invoicing
Keep sales and cash in sync
Raise branded invoices, run POS-style sales, and see who owes what at a glance.
- Draft invoices and credit notes
- POS / sales register for quick takings
- Status-based workflow from draft to paid
Purchases & banking
Tie bills, expenses, and bank together
Import or feed transactions, attach receipts, and reconcile to bills and expenses with allocations.
- Expenses with supplier + receipt links
- Supplier bills and due dates
- Banking with allocations to expenses, bills, and sales
Stock & products
Know what you’re selling
Track simple stock, adjust movements, and link products into POS sales.
- Products with SKU, stock, and valuation
- Manual stock adjustments and history
- Ready for deeper inventory later
Compliance centre
Stay ahead of filings
Organise VAT periods, Companies House dates, and internal checklists in one place.
- Compliance centre with statuses and due dates
- Return drafts area for working papers
- Approvals before anything is treated as final
Accountant mode
Portfolio view for practices
See multiple client workspaces, approvals, and document requests from one dashboard.
- Portfolio summary across clients
- Client-by-client approvals and tasks
- Invite or link accountants into client workspaces
Ready when you are
Start with one workspace, grow to many
Try it as a single business or turn on accountant mode and invite clients when it fits your practice.