AccountsPortal is an established online small business accounting software platform designed for freelancers, contractors and small companies.
Get paid faster
Save hours each month
Automatically process information in real-time
Get access to up-to-date financial reports
Get access to your company’s information:
See your cashflow at a glance
How much money the company is owed by clients
How much in tax is accruing to HMRC
Current income and expenses
Detailed products and service reports
Value of all outstanding quotes
And much more...
AccountsPortal offers you greater control over invoicing and payment collection, compatibility with Making Tax Digital, real-time reconciliation with multiple bank accounts, and the ability to receive direct payments by PayPal, credit and debit card.
Sending invoices is easy – create branded invoices in seconds using your company logo and colour schemes. Customers and clients can view and print their invoices online.
Build invoices quickly by loading your price list into AccountsPortal. You can also clone past invoices for greater speed. Our platform enables you to easily keep track of both open and rejected quotes.
If a client decides to go ahead with an order, converting their quote into an invoice is straightforward.
Set up recurring invoices and batch entries for multiple invoices.
AccountsPortal automatically keeps track of the due dates of all invoices issued. Users can track any outstanding payments from clients on the “Sales” tab of their AccountsPortal dashboard.
Use standard email templates to save time when sending invoices. A full history of all email correspondence relating to an individual invoice is also recorded and can be viewed at any time.
The average UK invoice takes 38 days to be settled if clients are only offered BACS or cheque as an option. By offering debit or credit card settlement in addition, invoices are paid on average in 19 days.
Giving customers the ability to pay by PayPal, credit or debit card often greatly improves company cash flow - integrate with PayPal or Stripe to get paid faster.
If your company already has a Stripe account, you can link it to AccountsPortal. Users may also register their company for a new Stripe account through the platform.
AccountsPortal updates your company’s VAT calculations after every transaction, ready for automatic submission via MTD to HMRC. We help to ensure that you never miss a VAT tax return deadline with our service.
AccountsPortal manages everything whether you use accrual or cash accounting, or whether you are registered on the flat rate or limited cost trader scheme.
For international traders, our platform handles VAT accounting in any country and can easily accommodate custom tax rates.
AccountsPortal keeps track of all your company’s finances automatically. To download and synchronise all of your company’s bank transactions, just press a button.
Our software automatically matches invoices paid into your company’s bank account from clients.
You can view all your bank accounts at a glance, and its quick and easy to reconcile your banking.
You can invite additional users for no additional charge, including colleagues, staff members, directors, bookkeepers, senior managers, accountants, and financial advisers
For added security, you can set user permissions so that they’re only able to access the information and the functionality they require.
Our platform provides you with instant access to the business information required to monitor and evaluate your company’s performance.
Users can also run real-time, easy-to-understand financial reports when requested. These reports may then be exported to PDF or CSV/Excel with other stakeholders.
VAT, GST or tax reports
Transaction line items
Products and services sales performance reports
Ageing reports (outstanding sales or purchases)
EU specific reporting (including EC Sales List and VAT MOSS)
It’s easy to track stock and services with AccountsPortal.
Whenever one of your company’s products or services is sold, our user-friendly cloud accounting package automatically updates the quantities sold.
Our customer and contact dashboard means that you can monitor financial activity for each customer or supplier.
You can save custom notes on each contact, view outstanding payments, and manage overpayments. AccountsPortal also integrates each contact with Skype and Google Maps.
AccountsPortal is created for small businesses to help staff, accountants, bookkeepers, and financial advisers with the information they need.
AccountsPortal can help provide insight into how your business is performing, what it’s doing well, and where it needs to improve.
AccountsPortal is used by thousands of small businesses, freelancers, and contractors to manage their books from anywhere.
We offer free online support via our in-house customer service team and there is extensive online help documentation written in plain English.
AccountsPortal is also accredited by the ICB, the largest bookkeeping institute in the world.