Finpliq
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How Finpliq works

From quote to payment to compliance-ready records.

Finpliq follows the way a real UK business works: quote the customer, invoice the job, match the payment, keep evidence, and understand tax before filing.

1Win workSend a quote before you invoice
Ready
2Get paidCreate invoices and match bank payments
Ready
3Keep recordsBills, receipts and transactions organised
Ready
4Know tax earlyVAT, payroll, CIS and Self Assessment tracked
Ready
5Review calmlyPlain-English checks show what needs attention
Ready
6File with evidenceReports and packs stay tied to source records
Ready
01Setup

Start with your business

Choose sole trader, limited company, landlord or contractor. Finpliq sets up the right account categories and compliance checks automatically.

02Migration

Connect or import

Connect your bank when ready, or import from Xero, QuickBooks, Sage, FreeAgent, Shopify, Stripe, PayPal, Amazon or CSV.

03Automation

Finpliq organises the work

Transactions are matched, invoices are linked to payments, supplier bills are tracked, receipts are read, and plain-English checks show what needs attention.

04Plain English

Review only what matters

Instead of learning accounting terms, you see simple actions: confirm a supplier bill, match a payment, repair an account setup gap, or approve a filing.

05Compliance

File and evidence everything

VAT, payroll, CIS and Self Assessment workflows stay connected to the underlying records, with filing history and evidence kept in one place.

06Clarity

Know your position daily

Your dashboard shows cash, sales, profit, bills to pay, money owed to you, and estimated tax using real records rather than guesswork.

See the workflow in action.

Open a realistic demo company and explore the dashboard, supplier bills, invoices, compliance status and reports before creating your own account.

Explore Finpliq →