Finance & HMRC
Your AI-powered finance dashboard. Track revenue, profit, cash flow, and burn rate with intelligent forecasting. Plus a dedicated HMRC Compliance section that automates participator transaction categorisation, Director's Loan Account monitoring, and audit-ready reporting.
Challenges We Solve
Transforming complex problems into seamless automated workflows.
No visibility into your financial health
You know how much is in the bank account, but you have no idea about burn rate, runway, or whether your director's loan account is approaching HMRC thresholds.
- 5 KPI tiles: Revenue, Profit, Cash, Burn Rate, Runway
- Cash flow forecasting and risk scenarios
- Director's Loan Account monitoring with threshold alerts
Key Features
Powerful tools built specifically to accelerate your growth.
HMRC Participator Compliance
What this means for you: Prepare for HMRC's new participator rules automatically — year-round compliance without accountant hours.
Manage participator profiles, automatically flag personal spending and dividends, and generate audit-ready reports with one-click CSV download.
- Automated transaction flagging for participator spending
- Director's Loan Account real-time balance monitoring
- NI numbers encrypted at rest (AES-256-GCM)
Financial intelligence on autopilot
AI analyses your transactions, flags compliance issues, and generates reports. Your accountant spends less time on data gathering and more on advice.
- AI CFO chat for on-demand financial advice
- Automated transaction categorisation
- Audit-ready participator reports by tax year
- Missing data alerts for compliance gaps
Real-World Scenarios
Year-end compliance preparation
"Tax year end is approaching. You open the HMRC Compliance section, review auto-categorised transactions, and download the audit-ready report. Your accountant receives a clean, structured dataset."
Outcome: Compliance preparation that usually takes two weeks is done in an afternoon.
"The HMRC compliance module flagged a director's loan issue we had completely missed. It would have cost us thousands in penalties. Now we have real-time visibility."
Michael Thornton
Finance Director, Thornton Group
Got Questions?
Everything you need to know about the product and billing.
Is this a replacement for my accountant?
No. It complements your accountant by automating data gathering, transaction categorisation, and compliance monitoring. Your accountant gets clean data and can focus on advice.
Are National Insurance numbers stored securely?
Yes. All NI numbers are encrypted at rest using AES-256-GCM and displayed masked in the UI. Only authorised users can view them.