Run your business

Issue invoices, manage expenses and easily track your financial performance

Make tax easy

Prepare and submit your VAT return directly to HMRC

Save time

Automate business tasks, while you focus on your business

Try it free for 3 months

Sign up now and try Business Finance Assistant free for 3 months. There’s no obligation, but if you like it, it’s only £5 per month thereafter.

Sign up now

Key features and benefits

  • View all of your bank accounts in one place, including accounts with other providers.
  • Works seamlessly with Online for Business – get accounting updates alongside your business accounts.
  • Cash flow forecasting, highlighting predicted shortfalls in advance.
  • Customise and issue professional-looking quotes and invoices.
  • Photo-capture and store your receipts and expenses.
  • Auto-categorise your transactions across your business accounts.
  • Digital VAT submissions. Ready for Making Tax Digital.
  • Allow access to an unlimited number of users, including your accountant.

                    Track sales and invoices

profit loss shadow

                            Forecast cash flow

  • Important information

    Try our service for the first 3 months for free via our introductory offer. After this, we will introduce a service charge of £5 per month.

    The tool is currently aimed at businesses who trade within the UK; VAT functionality (e.g. reverse charge) for businesses who buy or sell internationally is not currently available in the tool but is being developed; therefore, businesses that buy or sell internationally should not use the tool.

    Eligibility

    Business Finance Assistant is available for all Lloyds Bank UK Business customers. You will need to be registered for Online for Business or Commercial Banking Online to continue using this product beyond the trial period.

    Public limited companies are not currently eligible.

    To apply we need:
    Your sort code and account number.

    Please find our terms and conditions here.

Making tax digital

The Government now 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.