Business Finance Assistant is free for all Lloyds Bank business account holders

Business Finance Assistant is free for Bank of Scotland business account holders

Business Finance Assistant is free for Bank of Scotland business account holders

You must be registered for Online for Business or Commercial Banking Online. UK based businesses only.

Register for free

Business Finance Assistant is free for Bank of Scotland business account holders

Business Finance Assistant is free for Bank of Scotland business account holders

You must be registered for Online for Business or Commercial Banking Online. UK based businesses only.

Register for free

Key features

Simplify expenses

Simplify expenses

Upload your receipts manually or by using your device’s camera. Our Optical Character Recognition technology imports all of the data for you.

Digitise tax

Digitise tax

Automatically calculate your VAT liabilities based on your inputs so you can set aside funds to pay tax. You can also digitally submit VAT to HMRC – meaning you're compliant with Making Tax Digital rules.

Send and track invoices

Send and track invoices

Customise and issue professional looking quotes and invoices.

Track sales and invoices

Easily manage finances

Business Finance Assistant allows you to send professional-looking invoices, track when you’ve been paid and send reminders to customers.

You’ll also be able to provide access to your accountant and create multiple users for your business – helping you to manage your finances.

Forecast cash flow

Understand your business

Bookkeeping and reporting solutions will help you understand your accounts better. Stay on top of profit/loss margins, invoice trends, and products and services – as well as gaining insight into customers through their data/habits.

Your transactions can also be automatically categorised and reconciled, saving you time when managing your accounts.

Manage every expense

Manage every expense

View and manage your expenses all in one place.

Track your performance

Track your performance

Track your cash flow using a customisable dashboard which is powered by Artificial Intelligence.

Making Tax Digital

Making Tax Digital

Submit VAT returns using HMRC-recognised accounting software.

Frequently asked questions about accounting software  

Making Tax Digital

The Government requires digital submissions for tax information. Understand how Making Tax Digital impacts you.

Learn more about Making Tax Digital

Existing customers

If you are already registered for Business Finance Assistant you can log on here. We also have how to videos, webinars and FAQs available to help you get started and make the most of your account.

Log on

Help and FAQs