Business Finance Assistant

Linked to your Business Current Account, the Business Finance Assistant gives you control of your finances. 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.

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Fill out our online registration form and start your free trial today.    

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Key features and benefits

Cash flow forecasting, highlighting predicted shortfalls in advance

Customise and issue professional-looking quotes and invoices

Photo capture your receipts and expenses

Auto-categorisation of 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

Is my business eligible?

  • All Lloyds Bank UK Business customers are eligible to register for the Business Finance Assistant.
  • Public limited companies are not currently eligible for this service

What we’d need to know

  • Your sort code and account number
  • Please have your internet banking log on details to hand

Get started with your 6 month free trial

Fill out our online registration form and start your free trial today.

Already registered?

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. Not all telephone banking services are available 24 hours, 7 days a week. Please speak to an adviser for more information.

Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Telephone: 020 7626 1500. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

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.