Existing Business Finance Assistant customers
Log on to Business Finance Assistant
If you are already registered for Business Finance Assistant, log on here.
Business Finance Assistant is closing on 14 December 2026
We understand that changing the tools you use to manage your business can take time. This page explains what the Business Finance Assistant (BFA) closure means for you, the key dates you need to know, and the support available to help you move to a new solution.
What you need to do
Download and save your data before 14 December 2026 to make sure you keep any information you might need - like reports, submissions, and records. Once the service closes, you will no longer be able to access BFA.
You'll find step-by-step instructions in our data download guide.
Things to know if you use BFA to submit VAT returns to HMRC
- The final VAT period supported in BFA will be the period ending 31 October 2026.
- VAT returns for this period must be submitted by the HMRC deadline of 7 December 2026.
- If your VAT period finishes earlier than 31 October, you may want to move to a new accounting software provider for the start of your new VAT period.
Get more from your Business Finance Assistant account
Use this short video to learn about your Business Finance Assistant account and how to make the most out of it.
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What if there was an easier way to send invoices, track sales, stay on top of your cash flow, submit tax returns and see all your profits, so you can get on with growing your business?
Welcome to Business Finance Assistant: an online tool that lets you see your banking and accounting, all in one place.
It gives you total visibility of your business finances, from incomings to outgoings. And you can even see if you’ve made any profit during the month. Which means you know precisely how your business is performing, what works well and what may need some attention.
A really helpful feature is the Recent Activity Summary. It provides an overview of all your recent transactions which are automatically categorised.
With Business Finance Assistant, you’ll no longer need to record expenses by hand on spreadsheets. Simply upload a PDF or photo which will be automatically recognised and saved.
It’s so easy to create invoices and quotes too. Invoices are fully customisable with helpful automated notifications when client invoices are overdue. Once paid, the invoice and its payment are instantly reconciled, so you can get on with running your business.
The Cash flow forecast makes it easy to understand your financial position so you can make better decisions.
What’s more, the forecast is fully adjustable so you can make it more and more accurate, so you always know where you’re headed.
Even better, when it’s time to file your VAT return, most of the hard work is already done for you. Business Finance Assistant calculates VAT owed and connects straight to HMRC so you can save time by submitting your return digitally.
Last but not least, you can even share access with others, including your accountant. And what’s great is you control the access permissions.
Ready to get started?
It couldn’t be easier.
If you’re already registered, just add your Lloyds Bank account using our secure Open Banking, then add your accounts from other providers.
If you’re not, it takes less than 5 minutes to register and there are videos and webinars to help you get started.