My Business Portal

Business Dashboard puts the day-to-day of running a small UK business in one app — bookkeeping, record-keeping, and accountant-ready reporting designed to work alongside your accountant, not replace them.

INVOICING & QUOTING • Issue branded invoices and quotes in seconds • Track outstanding payments and send reminders • PDF export ready to email or print

EXPENSES, RECEIPTS & MILEAGE • Log expenses by category, vendor, and payment method • Snap a receipt photo on iPhone — Vision OCR pre-fills amount, vendor and date for you to confirm • HMRC AMAP mileage log with the 10,000-mile car/van tier handled per tax year • Expense totals roll up into your dashboard automatically

RECURRING & PAYMENT CHASING • Recurring invoice schedules (weekly, monthly, quarterly, yearly) that materialise on the next-issue date • Configurable dunning sequence to chase overdue invoices

BANK STATEMENT IMPORT • Drop in a CSV or OFX statement; the app suggests "mark invoice paid" or "log this expense" matches and learns vendor → category mappings

COMPANIES HOUSE INTEGRATION • Look up your company by registration number • Pull verified name, registered office, SIC codes, directors, due dates • Auto-create reminders for statutory deadlines

UK STATUTORY REPORTING — ACCOUNTANT-READY • Confirmation Statement (CS01) helper: one-page summary you key into Companies House WebFiling • FRS 105 micro-entity accounts generator: P&L from your data, balance sheet entries, working PDF for review with your accountant before filing. Corporation tax line uses the post-April-2023 marginal-relief regime (illustrative only — not for filing decisions) • Self Assessment summary for sole traders, mapped to SA103 boxes — transcribe into HMRC online • MTD-ITSA quarterly readiness panel for sole traders above the £50k mandate threshold

VAT (UK) • Standard, cash and flat-rate schemes for simple single-rate (20%) UK VAT • Nine-box return computed from your records, saved per period, exported as PDF • Out of scope (the app blocks generation): reduced / zero-rate supplies, partial exemption, reverse-charge, flat-rate £2k capital reclaim • Direct HMRC submission is not part of v1 — transcribe figures into HMRC online

PAYROLL — MICRO-BUSINESS SCOPE • Up to 3 active employees on cumulative code 1257L (rUK only) • PAYE, employee and employer NIC against current-year thresholds; payslip PDFs • Payroll is blocked for unsupported scenarios (Scottish bands, K codes, pensions auto-enrolment, student loans, statutory pay) — use a dedicated payroll provider for those

CLIENT MANAGEMENT • Per-client record with contact details, notes, and full invoice history • "Terms of Business sent" flag with date • Client search and filtering, soft-delete with 30-day recovery

AUDIT LOG & YEAR-END PACK • Append-only audit trail of every create / update / delete the app observes • Per-tax-year sealed archives signed with SHA-256 — never deleted, defensible across HMRC enquiry windows • Year-end JSON pack for accountant handoff with a SHA-256 checksum so the recipient can verify nothing was altered post-export

CLIENT MANAGEMENT • Per-client record with contact details, notes, and full invoice history • "Terms of Business sent" flag with date • Client search and filtering, soft-delete with 30-day recovery

PRIVACY BY DEFAULT • All data lives on your device • Syncs across your iPhone, iPad and Mac through your own iCloud • No company servers, no analytics, no advertising trackers • You bring your own Companies House API key — your queries, your data

Designed for sole traders and small limited companies that want to keep good books and prepare clean records for their accountant. Business Dashboard does not file with HMRC or Companies House on your behalf, and is not a substitute for professional accounting advice. Please review all generated documents and consult a qualified accountant for complex situations.