My Business Portal

Business Dashboard puts the day-to-day of running a small UK business in one app — bookkeeping, record-keeping, and accountant-ready reporting designed to work alongside your accountant, not replace them. INVOICING & QUOTING • Issue branded invoices and quotes in seconds • Track outstanding payments and send reminders • PDF export ready to email or print EXPENSES, RECEIPTS & MILEAGE • Log expenses by category, vendor, and payment method • Snap a receipt photo on iPhone — Vision OCR pre-fills amount, vendor and date for you to confirm • HMRC AMAP mileage log with the 10,000-mile car/van tier handled per tax year • Expense totals roll up into your dashboard automatically RECURRING & PAYMENT CHASING • Recurring invoice schedules (weekly, monthly, quarterly, yearly) that materialise on the next-issue date • Configurable dunning sequence to chase overdue invoices COMPANIES HOUSE INTEGRATION • Look up your company by registration number • Pull verified name, registered office, SIC codes, directors, due dates • Auto-create reminders for statutory deadlines UK STATUTORY REPORTING — ACCOUNTANT-READY • Confirmation Statement (CS01) helper: one-page summary you key into Companies House WebFiling • FRS 105 micro-entity accounts generator: P&L from your data, balance sheet entries, working PDF for review with your accountant before filing. Corporation tax line uses the post-April-2023 marginal-relief regime (illustrative only — not for filing decisions) • Self Assessment summary for sole traders, mapped to SA103 boxes — transcribe into HMRC online • MTD-ITSA quarterly readiness panel for sole traders above the £50k mandate threshold CLIENT MANAGEMENT • Per-client record with contact details, notes, and full invoice history • "Terms of Business sent" flag with date • Client search and filtering, soft-delete with 30-day recovery AUDIT LOG & YEAR-END PACK • Append-only audit trail of every create / update / delete the app observes • Per-tax-year sealed archives signed with SHA-256 — never deleted, defensible across HMRC enquiry windows • Year-end JSON pack for accountant handoff with a SHA-256 checksum so the recipient can verify nothing was altered post-export. FREE 30-DAY TRIAL, THEN A FAIR PRICE • Every feature free for 30 days — no card, no sign-up • Full Access Monthly: £1.99/month (auto-renewing subscription) • Full Access Yearly: £19.99/year (auto-renewing subscription — 2 months free) • Lifetime: £29.99 one-off purchase, nothing renews • If you don't subscribe, your books stay yours: view, back up and export any time (view-only until you pick a plan) Payment is charged to your Apple ID at confirmation of purchase. Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period — manage or cancel any time in your Apple ID account settings. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.opticell-limited.com/cmp PRIVACY BY DEFAULT • All data lives on your device • Syncs across your iPhone, iPad and Mac through your own iCloud • No company servers, no analytics, no advertising trackers • You bring your own Companies House API key — your queries, your data Designed for sole traders and small limited companies that want to keep good books and prepare clean records for their accountant. Business Dashboard does not file with HMRC or Companies House on your behalf, and is not a substitute for professional accounting advice. Please review all generated documents and consult a qualified accountant for complex situations.