Business Finance Assistant is free for Lloyds Bank business account holders

Business Finance Assistant is free for Lloyds Bank business account holders

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

Business Finance Assistant is free for Lloyds Bank 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

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

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

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

View and manage your expenses all in one place.

Track your performance

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

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.

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.

Important Legal Information

Calls may be monitored or recorded in case we need to check we have carried out your instructions correctly and to help improve our quality of service.

The products and services outlined on this site may be offered by legal entities from across Lloyds Banking Group, including Lloyds Bank plc and Lloyds Bank Corporate Markets plc. Lloyds Bank plc and Lloyds Bank Corporate Markets plc are separate legal entities within the Lloyds Banking Group.

Lloyds Bank is a trading name of Lloyds Bank plc, Bank of Scotland plc and Lloyds Bank Corporate Markets plc. Lloyds Bank plc. Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no.2065. Bank of Scotland plc. Registered Office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland no. SC327000. Lloyds Bank Corporate Markets plc. Registered office 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 10399850. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278, 169628 and 763256 respectively.

We adhere to The Standards of Lending Practice which are monitored and enforced by the LSB: www.lendingstandardsboard.org.uk.

Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.