Modules

Browse through the available modules, add only what you need and create your own personalised platform!
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Payroll

  • Run payroll individually, in batch or cross-company

  • Preview gross and net figures in batch and breakdown individual figures

  • Submit payroll to HMRC through RTI and generate BACS files

Onboarding

  • Create and manage leads, consultations and pay illustrations

  • Capture and store all of your new clients details including identification documents

  • Complete a company name check and submit a company incorporation

Contractor Hub

  • Customised to use your brands logo and colour scheme

  • Raise invoices, create expenses and upload receipts and other documents

  • Allow your clients to see available funds through payslips or profit and loss breakdowns

Reporting

  • Run queries on available data from across the system

  • Create customised reports to display data using your custom branding

  • Export information from the system in a range of different formats

VAT Returns

  • Calculate and submit VAT returns individually or cross-company

  • Submit your VAT returns directly to HMRC through the system, with MTD support

  • Receive real-time responses and confirmation of submission documents

Bank Reconciliation

  • Import transactions manually or through Yodlee and Cashplus

  • Automatically match transactions and set up rules to simplify the process

  • Easily correct errors and create transactions from within the bank rec itself

Timesheets

  • Easily import bulk timesheets, including expenses, and review before posting

  • Invoice timesheets and expense(s) to individual, or multiple agencies at once

  • Process your client timesheets through the payroll engine

Invoicing

  • Easily raise invoices, purchase invoices and credits to your agencies

  • Record payments or allocate invoice payments from agencies or suppliers

  • Record expenses, deductions, products and set recurring purchase invoices

Expenses

  • Import a volume of client expense claims, keeping a record in the system

  • Process expenses through payroll and allocate them against invoices

  • Upload receipts against expenses and track mileage allowance for individuals