Category: Accounting & ERP

  • MTD for Landlords: Complete Preparation Checklist for 2025

    MTD for Landlords: Complete Preparation Checklist for 2025

    Get MTD Ready with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now If you’re a landlord earning over £50,000 in rental income, Making Tax Digital for landlords is going to change how you manage and report your finances. From April 2026, you’ll need to keep digital records and…

  • HMRC MTD Compliance Checks: What Triggers an Investigation and How to Prepare

    HMRC MTD Compliance Checks: What Triggers an Investigation and How to Prepare

    Get MTD Ready with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now As HMRC continues to expand the Making Tax Digital for VAT initiative, a growing number of VAT registered businesses and accountants are facing stricter MTD compliance expectations. But what many don’t realise is that filing your…

  • MTD Self Assessment Tools: True Costs & Savings Explained

    MTD Self Assessment Tools: True Costs & Savings Explained

    Get MTD Ready with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now The April 2026 rollout of Making Tax Digital Self Assessment (MTD ITSA) means accounting firms need to adopt digital tools that fit their workflows and client profiles. But not all tools are priced equally, and not…

  • When Is an MTD Exemption Allowed? Rules, Process & Examples

    When Is an MTD Exemption Allowed? Rules, Process & Examples

    Get MTD Ready with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now While Making Tax Digital (MTD) is now mandatory for most VAT-registered businesses in the UK, not every business or individual has to comply. HMRC recognises that for some, keeping digital records or submitting VAT returns through…

  • MTD record keeping: What Counts as Compliant and What Doesn’t

    MTD record keeping: What Counts as Compliant and What Doesn’t

    Easy Record Keeping with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now If you’re VAT-registered and filing returns in the UK, MTD record keeping isn’t just an admin task; it’s a legal requirement. Under Making Tax Digital (MTD) rules, HMRC expects businesses and agents to store VAT data…

  • 5 Step Guide on Choosing MTD Software for Accountants

    5 Step Guide on Choosing MTD Software for Accountants

    Get Instant Bank Data with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Selecting the right software for Making Tax Digital is a critical decision for accountants. The wrong choice can lead to compliance risks, wasted time, and frustrated clients, while the right one can make VAT submissions…

  • How to Stay MTD Compliant Using Excel: Bridging Software & Digital Links Explained

    How to Stay MTD Compliant Using Excel: Bridging Software & Digital Links Explained

    Get Live Bank Feeds Instantly with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now If you are still managing your VAT returns through Excel spreadsheets, you are not alone. Thousands of UK businesses prefer using Excel due to its flexibility and familiarity. However, with HMRC’s Making Tax Digital…

  • What is Making Tax Digital? Guide for UK Business Owners

    What is Making Tax Digital? Guide for UK Business Owners

    Get Instant Bank Data with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Are you struggling with Making Tax Digital requirements that seem complex and overwhelming? You’re certainly not alone. HMRC reports that 40% of UK businesses still find MTD compliance challenging, despite the initiative being introduced back…

  • Guide to 7 Best MTD Compliant Software for Different Client Types

    Guide to 7 Best MTD Compliant Software for Different Client Types

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now If you’re running a UK business that handles VAT returns or tax filings, you’re now facing a crucial deadline. By January 2025, every VAT-registered business must use MTD compliant software, making digital tax management no longer optional…

  • Making Tax Digital for VAT: Implementation Guide for UK Businesses

    Making Tax Digital for VAT: Implementation Guide for UK Businesses

    Get Instant Bank Data with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Making Tax Digital for VAT (MTD for VAT) is HMRC’s mandatory system for keeping VAT records digitally and submitting VAT returns through approved software. Since April 2019, most VAT-registered businesses with a taxable turnover above…

  • Detailed Guide:Making Tax digital for Income Tax

    Detailed Guide:Making Tax digital for Income Tax

    Get Instant Bank Data with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Making Tax Digital for Income Tax (MTD ITSA) is HMRC’s new reporting system for sole traders and landlords. It replaces the annual Self Assessment return with quarterly digital updates submitted through approved software. Beginning 6…

  • Top 6 Payroll Platforms That Use Open Banking

    Top 6 Payroll Platforms That Use Open Banking

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now For many UK businesses, running payroll still feels unnecessarily slow and manual. Between downloading BACS files, logging into multiple bank portals, and manually reconciling payments, payroll teams spend hours on what should be instant, automated processes. But…

  • Best Payment Platforms for UK Accounting Firms [2025]

    Best Payment Platforms for UK Accounting Firms [2025]

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now For many accounting firms, managing payments is still tied to outdated processes — whether it’s uploading BACS files, handling delayed payouts, or chasing clients for bank details. But as the UK shifts further toward digital finance, Open…

  • Top 6 Payment Initiation Platforms Built for UK Accounting Firms [2025]

    Top 6 Payment Initiation Platforms Built for UK Accounting Firms [2025]

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now For most accounting teams, managing payments is still more painful than it should be. Whether it’s issuing refunds, sending payroll, or handling client disbursements, traditional payment methods often mean delays, high fees, and time-consuming reconciliation. This becomes…

  • Top 7 Open Banking Use Cases for UK Accounting Firms

    Top 7 Open Banking Use Cases for UK Accounting Firms

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now For most UK accounting firms, a huge chunk of the workweek still goes into things that should have been solved years ago: chasing clients for missing bank statements, manually tagging transactions, or cleaning up reconciliation errors at…

  • 5 Leading Financial Data Aggregators for UK Accounting Firms in 2025

    5 Leading Financial Data Aggregators for UK Accounting Firms in 2025

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Modern accounting is built on accurate, timely information. For UK accounting firms, that increasingly means having access to up-to-date bank transaction data. Whether it’s reconciling accounts, managing cash flow, or preparing client reports, real-time insights from bank…

  • 7 Best Accounting Workflow Software  in 2025 for Growth

    7 Best Accounting Workflow Software in 2025 for Growth

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Keeping track of recurring deadlines, team responsibilities, and client deliverables is one of the biggest challenges accounting firms face, especially as they grow. Spreadsheets, sticky notes, and email threads can only take you so far. Eventually, things…

  • Top 5 Budgeting Apps in 2025 to Enhance Your Advisory Services

    Top 5 Budgeting Apps in 2025 to Enhance Your Advisory Services

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Many clients struggle to stay on top of their spending. They juggle multiple bank accounts, forget about subscriptions, and rely on rough mental estimates to manage their money. As an advisor, this makes your job harder. It’s…

  • 5 Leading Practice Management Platforms for Accounting Firms

    5 Leading Practice Management Platforms for Accounting Firms

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now As an accountant, you’re not just balancing books, you’re juggling deadlines, chasing client documents, assigning tasks, managing a team, and trying to keep everyone on the same page. Spreadsheets and scattered email threads might have worked when…

  • Open Banking Providers for UK Accounting Firms

    Open Banking Providers for UK Accounting Firms

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now For many accounting firms in the UK, managing bank data has traditionally meant working across disconnected systems, downloading statements manually, and waiting on clients for updates. But with the rise of open banking, that’s changed. Today, firms…

  • 2025 Guide: 7 Best Financial Planning Software

    2025 Guide: 7 Best Financial Planning Software

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Financial planning software is no longer just a tool for enterprise finance teams—it’s now essential for businesses of all sizes aiming to stay on top of budgets, forecasts, and real-time performance. Whether you’re an accountant managing client…

  • 6 Cash Flow Forecasting Platforms for Accountants & CFOs

    6 Cash Flow Forecasting Platforms for Accountants & CFOs

    Get Bank Data with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Accurate cash flow forecasting is essential for accountants and CFOs who need to ensure their organisation has enough liquidity to cover expenses, plan investments, and make confident financial decisions. A reliable forecast helps prevent cash shortfalls,…

  • 10 Best Cloud Payroll Software for UK Businesses [2025]

    10 Best Cloud Payroll Software for UK Businesses [2025]

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now For UK businesses, running payroll accurately and efficiently goes beyond simply paying employees on time. Payroll involves precise tax deductions, compliance with HMRC regulations, pensions auto-enrolment, and delivering clear payslips to staff. Mistakes in payroll processing can…

  • Financial Reporting Software: Top 6 Picks for UK Businesses in 2025

    Financial Reporting Software: Top 6 Picks for UK Businesses in 2025

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Financial reporting is one of those things that’s easy to push to the side—until you actually need it. Whether it’s month-end reports, cash flow forecasts, or board packs, many UK businesses still rely on time-consuming spreadsheets or…

  • Bank Data Import Explained in 2025: A Guide for UK Accounting Firms

    Bank Data Import Explained in 2025: A Guide for UK Accounting Firms

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now For accountants, having clean and complete bank data is essential. Whether you’re preparing financial reports, doing monthly reconciliations, or managing VAT returns, everything starts with having the right transaction history. Yet, many firms still rely on manual…

  • 6 Best Payroll System for UK Accounting Firms [2025]

    6 Best Payroll System for UK Accounting Firms [2025]

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Running payroll isn’t just another admin task — for accounting firms, it’s a responsibility that demands precision, speed, and full compliance. Whether it’s managing RTI submissions, handling auto-enrolment, or generating year-end reports, the workload adds up quickly…

  • 7 Top Rated Bank Reconciliation Software for UK (2025)

    7 Top Rated Bank Reconciliation Software for UK (2025)

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Reconciling bank transactions is one of the most repetitive and error-prone tasks in accounting. Whether you’re working with small businesses or larger firms, the process often feels more manual than it should. Accountants across the UK are…

  • Comparison Guide: 5 Best Cloud Accounting Software for UK Startups [2025]

    Comparison Guide: 5 Best Cloud Accounting Software for UK Startups [2025]

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Supporting startup clients often means juggling tight budgets, fast-moving decisions, and expectations for simple, digital-first solutions. Many early-stage businesses don’t have internal finance teams, so they rely heavily on their accountants — not just for compliance, but…

  • Top 5 Digital Onboarding Software for Accounting Firms in the UK [2025]

    Top 5 Digital Onboarding Software for Accounting Firms in the UK [2025]

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Bringing on a new client should feel like the start of a solid working relationship—not a logistical mess. But for many UK accounting firms, onboarding is where problems begin. Endless email chains, missed documents, unclear instructions, and…

  • Bank Transaction API: Detailed Guide for UK Startups

    Bank Transaction API: Detailed Guide for UK Startups

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Businesses today run on data—but when that data lives inside a bank account, getting it out securely, reliably, and in real time is a challenge. That’s where Bank Transaction APIs come in. Whether you’re a fintech startup,…