Your business,
fully visible.
Your dedicated client dashboard brings together your financials, KPIs, and tax position — connected directly to your accounting system — alongside every upcoming deadline, so you always know exactly where things stand.
From services to snapshot.
Choose your services
Your Dashboard
Everything in one place.
Bookkeeping
See reconciled ledgers, bank feed status and recent transactions at a glance.
Year-end Accounts
Track filing progress, review draft accounts and access signed documents.
VAT & Tax Filings
Monitor return status, payment deadlines and HMRC/Companies House confirmations.
Company Secretarial
View statutory registers, filing history and confirmation statement due dates.
Finance Tech
Check connected apps, automation health and dashboard data freshness.
Dashboards & KPIs
Explore live charts for revenue, cash runway, gross margin and custom metrics.
Ready to see your dashboard?
Sign in to your Beta Portal to view live financials, KPIs and deadlines, or start a quote to build your personalised service package.