Existing Business Finance Assistant customers

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

Log on to Business Finance Assistant

If you are already registered for Business Finance Assistant log on here.

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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.

Find out more

Need more help?

We have a comprehensive set of FAQs to help you get the most from your Business Finance Assistant.

You can also raise a support ticket if you would like to ask a question or provide some feedback.

Common FAQs

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. 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.