A realistic view of how Finpliq helps a UK business win work, get paid and stay compliant.
Helpful insights
1 transaction needs your review
Confirm it before relying on reports or filings.
VAT return is ready
Review the source figures before filing.
Upcoming deadlines
VAT return Q1 2026
Due 7 August 2026
Ready
Payroll — July 2026
Due 19 July 2026
30 days
CIS return — June 2026
Due 19 July 2026
30 days
Tasks and deadlines.
Finpliq turns filing dates into plain-English actions.
VAT return — Q1 2026
Review and file by 7 August 2026.
Ready
Payroll filing — July 2026
Confirm pay run and submit to HMRC by payday.
Coming up
CIS monthly return
Check subcontractor deductions before submission.
Coming up
Bank activity.
Review money in and money out. Click-through paths in the real app take users to source transactions.
Crown Interiors Ltd
Sales — Invoice INV-1084
+£3,600
Screwfix Trade
Materials — direct cost
−£842
Workspace.co
Needs review
Quotes.
Send a price before invoicing. Quotes do not affect sales, VAT, profit or tax until converted to an invoice.
BR-Q-1021 · Crown Interiors Ltd
Kitchen rewiring · expires 28 June
£2,850Sent
BR-Q-1022 · Hartley Homes Ltd
Consumer unit upgrade · customer accepted by email
£2,000Accepted
BR-Q-1023 · Regal Build Ltd
Office fit-out first fix · awaiting decision
£4,850Awaiting approval
Accept or decline from email
Customer responses automatically update Finpliq. Manual mark as accepted or declined remains available as a fallback.
Invoices.
Create invoices, chase payment and match receipts from the bank feed.
INV-1084 · Crown Interiors Ltd
Due 10 July 2026
£3,600
INV-1079 · Hartley Homes Ltd
28 days overdue
VAT filing.
Review each VAT figure and drill down to the transactions behind it before filing.
Ready to review and file
Customers see the filing action, not developer test tooling.
Payroll filings.
Run payroll, confirm PAYE and NI, then file to HMRC in plain English.
July payroll
3 employees · PAYE + NI £1,052
Construction Industry Scheme.
Verify subcontractors, calculate deductions and submit monthly CIS returns.
R. Patel Electrical
Gross £2,400 · CIS deduction £480
Verified
A. Kowalski
Gross £900 · CIS deduction £270
Verified
What you owe HMRC.
VAT, PAYE, CIS and tax amounts kept aside so users do not treat them as free cash.
Year-end pack.
Accounts, tax estimate, filing records and source evidence in one organised pack.
Revenue
£128,400
Profit
£38,250
Corporation tax estimate
£9,563
Payments and clients.
Keep customer records, payment follow-up and outstanding invoices together.
Crown Interiors Ltd
2 invoices · £4,250 outstanding
Upload receipts.
Attach evidence to expenses so the records are ready for VAT and year-end.
Suppliers and bills.
Track what you owe and link bills to payments and VAT evidence.
Screwfix Trade
Materials bill matched to bank payment
£842
Assets and equipment.
Track equipment value and tax relief without accounting guesswork.
Work van
Asset register · capital allowance ready
£14,500
Bank connections.
Connect or manage bank feeds securely.
Barclays Business
Connected · last synced today
Connected
Import and export.
Move records in or download evidence. Finpliq identifies the data type and asks you to review before import.
Filing centre.
One place for VAT, payroll, CIS, Self Assessment and year-end actions.
VAT return
Ready to review
Payroll filing
Coming up
Self Assessment.
Keep quarterly updates and evidence organised for sole traders and landlords.
On track
Filing history.
Submitted returns and confirmation references stay organised for review.
VAT Q4 2025
Filed to HMRC
Filed
HMRC connection.
Connect once, then use Finpliq to prepare and file. Developer setup details are handled by Finpliq admin, not shown to customers.
Reports.
The same report families available in Finpliq: profit, balance sheet, cashflow, VAT, Self Assessment and records checks. Demo figures are illustrative.
Profit and loss.
Income and costs with links back to invoices, bills and bank activity.
Balance sheet.
A snapshot of what the demo company owns, owes and has left.
Trial balance.
All nominal accounts with debit and credit totals. Confirms the ledger balances before year-end.
Sales (4000)
Dr —£42,100
Cost of sales (5000)
£32,470Cr —
Bank (1200)
£31,220Cr —
Totals
£63,690£63,690
Balanced ✓
Cashflow.
Money in and money out, month by month, with drilldowns.
VAT source report.
VAT figures are explainable and link back to source transactions.
Self Assessment report.
Plain-English support for the self-employment boxes, linked to records.
SA103F summary
Turnover
From customer invoices and bank income
£42,100
Allowable expenses
From reviewed supplier bills and expenses
£32,470
Records health.
Checks that tell users what must be reviewed before relying on reports or filings.
1 transaction needs review
Fix this before filing VAT.
Bank connected
Latest transactions available.
OK
Automation.
Rules and reminders reduce manual work while keeping users in control.
Auto-categorise fuel payments
Petrol stations → Motor expenses
On
Settings.
Business setup, plan, team access and filing preferences.
