Easily manage finances

 

Track sales and invoices

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.

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 submitting expenses

Type in receipt details or upload them by taking a picture with your smartphone or device.

Calculate VAT

Automatically work out VAT so you can set aside funds to pay tax.

You can also digitally submit VAT payments to HMRC – making you compliant with Making Tax Digital rules.

Send and track invoices

Send professional looking invoices and easily track when you’ve been paid.

Forecast cash flow

 

Understand your business better

Business Finance Assistant can help you:

  • Bookkeep and report on accounts
  • Stay on top of profit/loss
  • Track invoice trends
  • Understand customer habits
  • View your products and services.

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

Video on creating a new expense

Manage every expense

View and manage your expenses all in one place.

Video around cash flow forecasting

Track your performance

Track your business’ performance using a customisable dashboard.

Video about preparing and submitting a VAT return

Comply with new regulations

Submit your VAT returns via Business Finance Assistant. This makes sure you are meeting new HMRC regulations.

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

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.

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.