Services

Focused Online Bookkeeping Services for UK Businesses

FinExa Books provides practical online bookkeeping support for UK sole traders, small businesses, contractors, landlords, and e-commerce businesses.

Organised bookkeeping workspace with laptop, receipts and coffee

Bookkeeping

The core weekly bookkeeping engine that keeps your records accurate and up to date.

  • Weekly bookkeeping updates
  • Transaction categorisation
  • Receipt and invoice organisation
  • Bank reconciliation
  • Credit card reconciliation
  • Google Drive document organisation
  • Missing information tracking
  • Basic bookkeeping clean-up

Accounts Receivable

Know exactly who owes you what — and when it is due.

  • Sales invoice tracking
  • Customer payment tracking
  • Unpaid invoice list
  • Aged receivables summary
  • Payment matching
  • Customer balance review
  • Follow-up reminder list

Accounts Payable

Stay on top of supplier bills, expenses, and upcoming payments.

  • Supplier invoice organisation
  • Purchase invoice tracking
  • Expense recording
  • Payment due-date tracking
  • Supplier balance review
  • Duplicate payment checks
  • Missing bill identification

Payroll

Keep payroll documents tidy and ready for your accountant or payroll provider.

  • Payroll document organisation
  • Staff payment record support
  • Payslip folder organisation
  • Payroll summary records
  • Pension contribution record support
  • Payroll information handover to your accountant or payroll provider

CIS

Construction Industry Scheme records organised clearly and ready for accountant review.

  • Contractor invoice organisation
  • CIS deduction record support
  • Subcontractor payment tracking
  • CIS statement filing
  • Monthly CIS document folder
  • Accountant-ready CIS records

VAT

Keep VAT-related records organised before VAT deadlines arrive.

  • VAT-related transaction categorisation
  • VAT invoice organisation
  • Purchase invoice checks
  • Sales invoice checks
  • VAT-ready document folders
  • Missing VAT document tracking
  • Accountant-ready VAT records

Financial Reporting

Clear monthly reports designed to be easy to understand.

  • Monthly income summary
  • Monthly expense summary
  • Profit overview
  • Cash flow snapshot
  • Top spending categories
  • Missing information summary
  • Clear supporting notes
  • Accountant-ready reports

Making Tax Digital

Keep digital records organised, categorised, and easier to review for Making Tax Digital requirements.

  • Digital record organisation
  • Transaction categorisation support
  • Invoice and receipt organisation
  • Cloud folder structure
  • Missing document tracking
  • Accountant-ready digital records

Important Service Notice

FinExa Books provides focused online bookkeeping support designed to help keep your records organised, up to date, and easier to manage. Support is delivered clearly, consistently, and in line with the service package you choose.

Ready to Keep Your Books Under Control?

Start with a short, friendly consultation and find out which bookkeeping support your business needs.