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.