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

    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. 

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

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.