Growth & Advisory

Finance automation

A connected finance stack where sales, payments, bills and payroll flow in without anyone rekeying them.

Regulated and qualified through ICAEW, ACCA and AAT memberships held across our team

What this means for your company

A connected finance stack where sales, payments, bills and payroll flow in without anyone rekeying them. We work with technology, SaaS, e-commerce, marketplace and online businesses trading as UK limited companies, from first-year micro-entities in Croydon and Morden to funded teams in central London, with a fixed scope and fee agreed before anything starts.

01

App stack review across accounting, payments and your platform

02

Automated sales, fee and settlement feeds

03

Bill capture, approval and payment runs

04

Documented month-end close, run to a calendar

What the service covers

A connected finance stack where sales, payments, bills and payroll flow in without anyone rekeying them.

• App stack review across accounting, payments and your platform

• Automated sales, fee and settlement feeds

• Bill capture, approval and payment runs

• Documented month-end close, run to a calendar

The rules that shape this work

Making Tax Digital requires digital records and digital links between them for VAT, copying figures between spreadsheets by hand does not satisfy the rules. Automating the flow solves a compliance requirement and a time problem at once.

For online businesses the highest-value automation is usually settlement level: Stripe, Shopify, Amazon or your marketplace payouts split correctly into gross sales, fees, refunds and reserves, so VAT and margin are right without a monthly reconciliation marathon.

Thresholds, rates and deadlines quoted here reflect the 2026/27 UK position. Check current GOV.UK guidance, or ask us, before you rely on them for your own company.

How we run it

We start by looking at the last filed accounts, your current records and your filing dates, then confirm a fixed scope and fee in writing.

Once the work is live you get reminders ahead of each deadline, a named person to ask questions, and a plain-English summary when the figures are ready, not a PDF with no explanation.

Google reviews

What Our Clients Say

Rated 4.9 out of 5From 302 Google reviews
Accotax have been our accountants for many years now. We maintained them because of their professionalism. In the last couple of years I have been working with Imran, who has been very professional and helpful in guiding us through the whole process, explaining and clarifying every aspect of it. Very prompt in responding to questions and patient with us even when we seem to be slow.
Mansur Liman · Long-standing company client
We worked with a few different accountants before finally settling with Accotax, and we're really glad we did. They take the time to understand how our business works and what our needs are. Anum, who looks after our account on a day-to-day basis, including reconciling invoices and preparing the annual accounts, is amazing, professional, efficient, and follows the processes we have put in place together. Accotax has made our accounting experience much smoother and easier. We see them as a long-term partner as our business continues to grow. I would 100% recommend them.
Mael Leboucher · Year end accounts & bookkeeping
I've been working with Accotax since January 2024, and their support has grown alongside my business needs. My personal allocated manager, Umer, provides tailored services for both of my companies, adapting as I expand and ensuring everything runs smoothly. They are responsive, knowledgeable, and always clear in their communication. Their help with accounts, VAT, payrolls, pensions and compliance gives me real confidence and peace of mind.
Зайтуна «Анонимная татарка» Manning · Two limited companies, VAT, payroll & pensions
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Frequently asked

Finance automation: questions directors ask

Will we have to change accounting software?

Only if the current one genuinely blocks what you need. Most stacks improve dramatically just by fixing the connections and the mapping.

How much time does this save?

It varies, but removing manual sales imports and bill entry typically takes days out of a month-end for a trading online business, and removes the errors that came with them.

What records are needed for finance automation?

Keep bank statements, sales and platform reports, purchase invoices, payroll records, VAT workings, finance agreements and Companies House correspondence. We confirm the exact list at onboarding and identify gaps before a filing deadline becomes urgent.

How much does help with finance automation cost?

The fee depends on transaction volume, record quality, VAT and payroll requirements, historic catch-up and the level of reporting needed. We agree a fixed scope and price before technical work starts, with published packages available on our fees page.

Can you take over finance automation from another accountant?

Yes. We request professional clearance, collect the prior records and authorities, check the next Companies House and HMRC deadlines, and give you one clear handover list. The process is normally completed remotely.

Can finance automation be handled online?

Yes. We work through secure cloud records, scheduled reviews and digital approvals, while keeping a named team available by phone, video call and email. Clients can also visit our Morden office by appointment.

Which accounting software works best for finance automation?

We regularly work with Xero, QuickBooks, FreeAgent, Sage and connected sales or expense apps. The right setup depends on transaction volume, integrations and the reports you need, not simply the software brand.

What tax deadlines matter for finance automation?

The relevant calendar may include annual accounts, Corporation Tax payment and return dates, confirmation statements, VAT returns, payroll submissions and Self Assessment. We map the dates from your company year end and registrations.

Can I get free basic tax advice about finance automation?

Yes. You can ask a straightforward initial question without charge. Calculations, filings, written advice, planning and HMRC correspondence are scoped and quoted before work begins.

Free tools

Run the numbers before we speak

Free UK tax calculators built on 2026/27 rates for limited company directors.

Related services

What usually sits alongside this

Limited company accountants in London, Morden, Croydon and across the UK.

Included approach

Organised, explained, on schedule.

Clear scopeDeadline visibilityHuman support

Ready when you are

Ready for an accountant who makes things simpler?

Key tax terms explained

Talk to an accountant

Tell us what is getting in the way.

Share your next deadline, accounting problem or growth question. We will reply with a clear next step and quote any technical work before it begins.

Chat with ACCOTAX on WhatsApp
Free, no obligation

Book a call

Pick a time that suits you and a qualified accountant will call you about your company, deadlines and fees.

020 3441 1258 WhatsApp us

Appointments run Monday to Friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.

Four London offices

Meet us in Morden, Croydon, Chelsea or Mitcham

Work with us entirely online, or sit down with your accountant at whichever office suits you. Open Monday to Friday, 9:00am to 5:30pm. Office visits are by appointment only, so please book before coming in.

Morden, Surrey12 London Road, Morden, SM4 5BQHead office, two minutes from Morden Underground station.DirectionsRead ACCOTAX Google reviews
Croydon73 Park Lane, Croydon, CR0 1JGCentral Croydon, minutes from East Croydon station.DirectionsRead Croydon Google reviews
ChelseaM-112, 65-69 Lots Road, SW10 0RNWest London base for Chelsea, Fulham and Kensington clients.DirectionsRead ACCOTAX Google reviews
Mitcham141 Morden Road, CR4 4DGServing Mitcham, Tooting and the CR4 postcodes.DirectionsRead Mitcham Google reviews

Free, no obligation

Book a call

Pick a time that suits you and a qualified accountant will call you about your company, deadlines and fees.

Appointments run monday to friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.

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