What it does

Upload CSV, OFX or QFX files, or PDF statements as a last resort. The format is recognised from the file itself, not from its name.

• A file can be up to 10 MiB and 20,000 transactions. One file is one statement for one bank account, in pounds sterling.
• Transfers between the company's own accounts are matched, and a file uploaded twice is recognised.
• A PDF has no table in it, so the table is rebuilt from the layout. Every PDF import says so, and a balance check shows when a row was misread.
• Nothing is imported that cannot be explained, and nothing is guessed without saying so.

Each payment gets a suggested category from your own rules, from what the company has done before, and from an AI model. Suggestions it is not confident about go to a review queue instead of being accepted.

• The AI only suggests categories. It does not work out any tax or any other figure.
• Your own rules are tried first, and two of your rules that disagree send the payment to you rather than guessing.

The books are double-entry, with a chart of accounts for a company that lets property.

• Entries cannot be edited or deleted. A correction is a reversing entry, and every change is written to an audit log.
• A period can be closed, and a closed period is locked.
• Money is held in whole pence, so there are no rounding drifts.

Each property is marked as buy-to-let or as a house in multiple occupation (HMO), and the books show the result for each one.

For an HMO you can keep the licence details, and the properties page says when the licence date is coming up. It does not say whether a property needs a licence.

The trial balance, profit and loss account, balance sheet and the result for each property. They are worked out from the books on the day you ask, so a report cannot disagree with the books. The page says what stands in the way of using the figures for a filing.

Works out the UK property business profit, management expenses, losses and deficits, the tax at the rates in force on each day (with marginal relief), and a director's loan that may be taxable under section 455. The result is set out as the boxes of the CT600, checked against HMRC's published validation rules.

• It needs answers only you can give, such as whether the company is a close company. It will not produce figures until they are confirmed.
• A qualified accountant has not reviewed the calculations. Treat the output as a working draft for you or your accountant to check.

Micro-entity (FRS 105) accounts in iXBRL, the format Companies House and HMRC read. The software lists the problems it finds, such as figures above the micro-entity limits, and will not build the accounts while a blocking problem remains.

• Whether the company qualifies as a micro-entity is for the directors to confirm.
• The wording of the policies and notes is standard draft text for an accountant to confirm.
• Tax computations in iXBRL are made for periods ending on or before 31 March 2026. For a later period the computation is not tagged yet, and the pack says so.

The accounts, the CT600 values and the workings are put together as a filing pack. An owner approves the pack, quoting its fingerprint, and from then on its files are locked. If the books change afterwards the approved pack is marked as out of date, and a new one has to be made and approved.

This service does not file anything. Each approved pack comes with a step-by-step guide and a download bundle for filing on the official services, with each step citing the official page it relies on.

The detail is on the filing by hand page.

Works out every deadline a private limited company has from its year end: the accounts, the Corporation Tax payment, the Company Tax Return and the confirmation statement. Where the Companies House register gives a date, that date wins over the calculation.

• Each deadline shows where it stands: overdue, due soon, coming up, or done.
• It shows whether each director and person with significant control has verified their identity, as the register records it.
• Reminders can be emailed to the account's owners and members. Even without email, they are shown on the deadlines page.
• It does not calculate penalties and does not know about a notice HMRC has sent you.

An account has owners, members and accountants. Owners run the account, approve and record filings, and manage who has access. Members keep the books. An accountant can look at everything and change nothing in the books, which suits somebody checking your work. Add somebody by email address and they log in with a code like everyone else.

An owner can download a copy of everything held for the account. Anybody can ask for their own details to be erased. Accounts are kept apart: nobody can see another account's books. More on the privacy page and the security page.