# My Business Portal — Invoices, account & compliance > Invoices, account & compliance (iPhone/iPad app by Opticell Limited.) - Source: https://appshunter.io/ios/app/my-business-portal/id6764413164 (this page in markdown: same URL + `.md`) - Developer: [Opticell Limited](https://appshunter.io/developer/1883824295) - Category: Business, Productivity - Price: Free with in-app purchases (on sale, was $29.99) - Age rating: 4+ - Requires: iOS 15.0 · 8 MB - Languages: American English - Released: 2026-05-08 - Data updated: 2026-08-29 - User reviews in markdown: https://appshunter.io/ios/app/my-business-portal/id6764413164/reviews.md ## What is 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. ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Full Access Monthly | $1.99 | per month | | Full Access Yearly | $19.99 | per year | **One-time purchases** | Purchase | Price | Type | | --- | --- | --- | | Lifetime Access | $29.99 | one-time | ## Version history (last 5 releases) ### 1.7 — 2026-08-23 1.7 — Report your month in one tap. NEW: MONTHLY BUSINESS REPORT • One report, one period. Your total business income, total expenses and net profit for a single month — the figures you need when you have to report your trading month to someone else, such as a Universal Credit claim. • Built for real assessment periods. Set the day of the month your period starts — the 6th to the 5th, say — then tap "This period" or "Last period". No more stitching two calendar months together by hand. • Every expense itemised. Each expense in the period with its date, vendor and category, and recurring ones clearly marked, so you can see at a glance that nothing is missing before you submit. • Counted on a cash basis. Income is counted when the payment actually arrived, not when the invoice was raised. Print or save the whole report in a tap. FIXES • Records could go missing. If the app's storage filled up, a new entry could look saved but be gone when you reopened the app — recurring expenses were hit hardest, because they post several at once. The app now frees space automatically and tells you plainly whenever something cannot be saved, instead of failing quietly. • Editing a recurring expense could post its entire history a second time and inflate your totals. It no longer does. If you have edited one before now, it is worth a quick scan of your expense list for duplicates. • Expense reports could miss an entry dated on the very first day of the range you picked. Every day in the range is now included. • The menu button no longer sits on top of your company logo when the sidebar is open. ### 1.6 — 2026-07-22 1.6 — Free 30-day trial, simple plans. • Try everything free for 30 days — every feature unlocked, no card, no sign-up. • Then choose what suits you: £1.99 a month, £19.99 a year (two months free), or £29.99 once for lifetime access. Payment through Apple; Restore purchases moves your plan to a new device. • Already a user? You keep full access, free, forever — thank you for being here early. • Never locked out. If the trial ends before you decide, everything stays viewable and exportable — you just can't edit until you pick a plan. ### 1.5 — 2026-06-19 v1.5.0 — a banking-themed release 1. Your bank's export is more likely to "just work" — HSBC header-less files, Nationwide/Barclays/Santander preamble, Santander's block-text export, Excel byte-order marks, semicolon/tab files, 14-Mar-24 dates, DR/CR markers — plus the Lloyds/Halifax/TSB sign fix. 2. Pick the right account when you import — the new import-card account picker. 3. Transfers between your own accounts are handled properly — auto-detected, marked as a Transfer, kept out of profit/expenses/VAT. ### 1.4 — 2026-06-04 1.4 — Business documents, generated from your details. • New Documents section. Create contracts, NDAs, licences and engagement letters from professional, ready-to-use templates — without leaving the app. • Filled in for you. Pick a document type and a client and it arrives pre-populated with your business name and address, the client's details and today's date, pulled from the same records as your invoices. • Yours to edit. Every document opens in a full editor, so you can change any wording — the template gets you most of the way, the rest is up to you. Regenerate from the template any time. • Manage the whole set. Save as draft or final, archive what you're finished with, and delete with a Deleted tab to restore from. Each document keeps its own reference number and history. • Preview, PDF and email. Check the laid-out document, then export a PDF or send it to your client — the same share-and-print flow as your invoices. • Clear and honest. The app reminds you that these are self-help templates, not legal advice, and should be reviewed by a qualified professional before you rely on them. • More on the way. Tap "Add templates" to import extra document packages - they sit alongside the built-in ones. You download a file and import it; nothing is fetched in the background, so your data stays on your device as always. ### 1.3 — 2026-05-21 What's new in Business Dashboard New: Bank reconciliation Bank statement import has grown into a proper reconciliation workflow. Every line you review is now persisted as a 'bank transaction' so the app can answer two questions an accountant always asks: "which bank lines have been accounted for?" and "which book entries have no bank line behind them?" - Re-importing is safe. Lines from a statement you've already brought in are detected by a content hash and skipped, so importing an overlapping range never doubles anything up. - The link goes both ways. Marking an invoice paid from a bank line, or matching a debit to an existing expense, stamps a reference on the book record. The reconciliation view can jump in either direction. - Unlinking is reversible. Clicked the wrong invoice for a payment? Hit 'Unlink' on the row — the bank line stays on file (so it won't re-prompt on the next import) but is freed for re-matching. - CSV export of the active date range, with bank line + linked book record on a single row. Opens cleanly in Excel, QuickBooks, Xero or any spreadsheet tool. New: Statement close-out and sign-off For each statement period your bank sends you, you can now formally close out the reconciliation. Click 'Close out a period' in the new Statements panel: 1. Enter the period dates and the bank's reported closing balance. 2. The live preview shows the running balance computed from your transactions — Opening · Movements · Computed closing — and the 'variance' against what the bank says. 3. Close when the variance is £0.00, or override it with a note (e.g. "Cheque #112, cleared next month"). Closed periods lock the included bank lines — accidental edits or unlinks are refused with a clear pointer to unlock the period first. Drafts can be resumed across sessions, so a mid-month-end interruption no longer means re-keying everything. A 'tie-out report' CSV is one click away: one row per statement, oldest first, with opening / closing / variance / sign-off date. This is the artifact your accountant actually wants to keep on file. New: Multiple bank accounts If you have more than one business account i.e.current + savings + joint each can now be tracked independently. The reconciliation view's header has a dropdown selector with '+ Add new account…' and a 'Manage' button for renaming, archiving and restoring. - Per-account opening balances, sort codes and account-number tails (last 4 digits only — full numbers are never stored). - Per-account dedupe: the same transaction on a different account isn't treated as a duplicate. - Per-account close-out: you can have a draft statement open on Savings while a closed statement on Business is locked. - Archiving an account hides it from the view but preserves every historic bank line and statement that references it — restore at any time without losing history. Expense categories — now editable The expense category list used to be hard-coded. It's now fully editable: add new categories, rename existing ones, remove ones you don't use — from a **Manage** link next to the Category field in any expense form. Changes propagate everywhere the list is used (expense tracker, recurring schedules, expense filters, bank-import dropdown). Renaming a category also updates every existing expense that used the old name. Behind the scenes - Fixed a latent bug where bank-import's *learned vendor → category map* was being silently wiped on every Store mutation. Your accumulated classifications now actually persist across sessions. - Bank import writes are now all routed through the unified Store (previously some paths went via the legacy storage key directly), so invoice paid-status and freshly-created expenses appear instantly in every view that listens for changes. ## More apps by Opticell Limited - [DrawPad](https://appshunter.io/ios/app/drawpad/id6760317949) - [WalkFindr](https://appshunter.io/ios/app/walkfindr/id6760369032) - [Hanyu: Learn Chinese Mandarin](https://appshunter.io/ios/app/hanyu-learn-chinese-mandarin/id6760541929) - [MyLLM - Local AI Agent](https://appshunter.io/ios/app/myllm-local-ai-agent/id6760704297) - [LinkFindr](https://appshunter.io/ios/app/linkfindr/id6760857542) - [E-Grid](https://appshunter.io/ios/app/e-grid/id6761284626) All apps by Opticell Limited: https://appshunter.io/developer/1883824295 ## Related topics [my business portal](https://appshunter.io/ios/topics/my-business-portal) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-29.*