Existing Business Finance Assistant customers

To help you make the most of your Business Finance Assistant account, you’ll find handy frequently asked questions, how to videos and links here.

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Get more from your Business Finance Assistant account

This short video can help get you started and make the most of your Business Finance Assistant account.
  • BFA product marketing video transcript

    This is Business Finance Assistant. What’s great is you can view everything in one place, including a view of your Lloyds Bank account and accounts with other banks.

    Business Finance Assistant gives you total visibility into your business including incomings, outgoings and it even has a view to see if any profit has been made for the month, so you know precisely how your business is performing, what works and what needs some attention.

    The recent activity summary provides an overview of all recent transactions that are automatically categorised. Business Finance Assistant removes the need to record expenses by hand and manual spreadsheets. Simply upload a PDF or photo which will be automatically recognised and saved.

    It’s so simple to create invoices and quotes too. Invoices are fully customisable with helpful automated notifications when client invoices are overdue. Once paid, Business Finance Assistant will automatically reconcile the invoice and its payment saving you time to focus on what really matters.

    The Cash flow forecast tool enables you to make decisions faster, allowing more time to devote to developing your business. Business Finance assistant allows you to anticipate the upcoming weeks - by using past transactions and upcoming suppliers and customer due dates thanks to its powerful Artificial Intelligence Engine and machine learning technology. What’s more, is the forecast is fully adjustable so you can make it more and more accurate and always know where you are going.

    When it’s time to file your VAT return, most of the hard work is already done for you. The Business Finance Assistant calculates VAT owed and connects straight to HMRC which is Making Tax Digital compliant.

    Another great feature is the ability to share access with others, including your accountant and what’s great is you control the access permissions!

Useful video guides

Check out our video guides to help you get started with Business Finance Assistant

Getting started webinar

Connect a bank account

Reconcile bank transactions

Create a new invoice

Get more from your Business Finance Assistant account

Don’t forget about all of the great features Business Finance Assistant has to offer.

From cash flow forecasting to invoicing, accounting, digital VAT submission and more; it helps automate business tasks, giving you time back to focus on your business.

Key features and benefits

FAQs

We have a comprehensive set of FAQs. You can also raise a support ticket if you would like to ask a question or provide some feedback.

How do I create an invoice

What should I do in the bank transactions page

View all frequently asked questions

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.