Cash-flow planning

Test the next decision without changing the books

Adjust timing, costs and one-off changes in a saved planning scenario.

Combine recent cash movement with unpaid invoices and supplier bills, then see how late customers or higher costs could change the outlook.

No charge today. Cancel before the trial ends and pay nothing.

  • For anyone who wants a practical view beyond historic reports
  • Online workspace
  • Tax records stay connected

Cash-flow planning

Your live workspace

60-day projection£7,420
Expected invoices£9,800
Bills to pay£3,160
Available whenever you need it

Built for useful work between tax deadlines.

  • Secure workspace

    user-owned records

  • Clear next actions

    without accounting jargon

  • Connected books

    one source of truth

  • Ready for review

    throughout the year

What you can do

A focused workspace, not another spreadsheet

Adjustable assumptions

Change the planning horizon, customer delay, expense movement and one-off cash events.

Known due dates

Bring unpaid invoices and bills into the scenario instead of relying only on averages.

Saved comparisons

Keep several plans and return to the assumptions behind each result.

How it works

Simple steps, clear records

Scenarios are planning aids and never change transactions, invoices, bills or HMRC figures.

  1. Start with the live books

    The planner uses recent transactions plus current invoice and bill due dates.

  2. Change the assumptions

    Explore late payments, cost increases or a one-off purchase.

  3. Save the scenario

    Compare plans later without altering any source records.

Ready to get organised?

Bring everyday work and tax records together.

Start with the tools you use throughout the year. Open the Tax workspace when an obligation needs attention.

£5 per month, billed annually after the 30-day trial.