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Companies House Filing Monitor

Simulated scrape — last checked 17 Mar 2026 09:15
Client / Company Co. Number Confirmation Due Accounts Due Status
Riverside Cafe Ltd 12345678 22 Mar 2026 30 Jun 2026 Due in 5 days
Northern Logistics Group 09876543 03 Mar 2026 15 Sep 2026 14 days overdue
Hargreaves Property Mgt 11223344 10 Aug 2026 28 Mar 2026 Accounts due in 11 days
TechBridge Solutions Ltd 55667788 01 Dec 2026 01 Dec 2026 All clear
Pennine Engineering Co 33445566 28 Feb 2026 30 Apr 2026 17 days overdue
Sarah Mitchell Consulting 99001122 15 Jul 2026 15 Jul 2026 All clear

Filing Assistant

Can draft chase letters, flag priorities, summarise status
Connected to Companies House monitor
I can see 2 overdue filings and 2 upcoming deadlines that need attention.

Urgent:
• Northern Logistics — confirmation statement 14 days overdue
• Pennine Engineering — confirmation statement 17 days overdue

Coming up:
• Riverside Cafe — confirmation due in 5 days
• Hargreaves Property — accounts due in 11 days

Breathe HR vs Payroll Professional Cross-Check

March 2026 payroll period — 5 discrepancies found
Employee Breathe Leave (days) Payroll Deducted Variance Status
James Whitfield 5.0 5.0 0 Match
Emma Richardson 3.0 2.0 +1.0 Mismatch
David Chen 0.5 1.0 -0.5 Mismatch
Sophie Turner 8.0 8.0 0 Match
Marcus Williams 2.0 0.0 +2.0 Mismatch
Lisa Patel 4.0 4.0 0 Match
Tom Bradley 1.0 2.0 -1.0 Mismatch
Claire Marsden 3.0 2.0 +1.0 Mismatch

Payroll Anomaly Detection

Month-on-month variance analysis
EmployeeFeb GrossMar GrossVarianceFlag
Marcus Williams £3,200.00 £4,850.00 +51.6% Overtime spike
Emma Richardson £2,800.00 £2,800.00 0% Normal
New: Alex Foster — £2,500.00 New New starter

HR & Payroll Assistant

Cross-checks Breathe HR against payroll data
Breathe HR & Payroll Professional data loaded
I've compared March records and found 5 discrepancies between Breathe HR leave records and payroll deductions:

• Emma Richardson — 3 days in Breathe, only 2 deducted. Likely a half-day recorded late.
• Marcus Williams — 2 days leave in Breathe but nothing deducted. Also flagged a 51.6% gross pay spike (overtime?).
• David Chen — only 0.5 days in Breathe but 1 day deducted. Over-deduction.
• Tom Bradley — 1 day vs 2 deducted. Over-deduction.
• Claire Marsden — 3 days vs 2 deducted. Under-deduction.

Upload Trial Balance

CSV export from Xero — or use the sample data below
CSV

Drop a Xero trial balance CSV here or click to upload

CSV files only — or use sample data below

Xero Analysis Assistant

Flags miscoding, unusual balances, missing codes
Upload or load a trial balance to begin analysis

Inbox

8 emails — click to draft reply

Email Assistant

Select an email to draft a reply
Select an email from the inbox to get started

TaxCalc Draft Computations

3 draft CT600s ready for review — AI pre-checked
ClientYear EndTurnoverTax DueStatusIssues
Riverside Cafe Ltd 31 Dec 2025 £415,000 £18,240 Draft 2 issues
Pennine Engineering Co 31 Jan 2026 £890,000 £52,100 Draft 1 issue
TechBridge Solutions Ltd 30 Sep 2025 £320,000 £12,800 Approved No issues

Common Issues Found

AI review summary across all drafts
Issue TypeClientPotential ImpactPriority
AIA not claimed Riverside Cafe Overpayment ~£1,050 Medium
Entertaining not disallowed Riverside Cafe Under-provision ~£525 Low
R&D relief unclaimed Pennine Engineering Overpayment ~£8,500 High

TaxCalc Review Assistant

Reviews CT600 drafts, checks for missed reliefs and errors
TaxCalc drafts loaded for review
I've reviewed 3 draft CT600 computations and found 3 issues across 2 clients:

Pennine Engineering (highest priority):
R&D expenditure of £34,000 on a new manufacturing process hasn't been claimed under the SME R&D tax relief scheme. This could save approximately £8,500 in corporation tax.

Riverside Cafe:
1. The £4,200 EPOS system purchased in November qualifies for Annual Investment Allowance but hasn't been claimed. Overpayment of approximately £1,050.
2. Entertaining expenses of £2,100 are in the P&L but haven't been disallowed in the computation. Tax is being under-provisioned by around £525.

TechBridge Solutions — no issues found, ready to file.

Client Onboarding Pipeline

Active onboarding — 3 clients in progress
ClientReferralStageNext ActionStatus
Alex Foster
IT Consultancy start-up		 Sarah Mitchell Initial Enquiry Send engagement letter In progress
Greenwood Dental Practice
Dental surgery, 3 partners		 LinkedIn AML Verification Awaiting ID from Dr Patel Waiting on client
Katie Morgan Photography
Sole trader, switching accountant		 Google search Xero Migration Import QuickBooks data In progress

Onboarding Checklist — Alex Foster

Freelance IT Consultancy
1 Initial enquiry received (11 Mar 2026) Done
2 Engagement letter Pending
3 AML / ID verification Waiting
4 Companies House formation Waiting
5 VAT registration (expected turnover > £90k) Waiting
6 Xero setup and bank feed connection Waiting
7 Welcome pack and record-keeping guide Waiting

Onboarding Assistant

Manages new client intake and setup
Onboarding pipeline loaded
You have 3 clients in the onboarding pipeline:

1. Alex Foster — IT Consultancy start-up
Referred by Sarah Mitchell. Needs company formation, VAT registration, Xero setup. Next: Send engagement letter.

2. Greenwood Dental Practice — 3-partner dental surgery
Switching from a retiring sole practitioner. Engagement letter signed. Next: Waiting on ID from Dr Patel to complete AML checks.

3. Katie Morgan Photography — Sole trader, switching accountant
Moving from QuickBooks to Xero. AML complete. Next: Finish QuickBooks data import into Xero.

Making Tax Digital — Quarterly Submissions

Q4 2025 (Oct–Dec) — deadline 7 April 2026
ClientVAT SchemeQ4 StatusXero ReconciledReady
Riverside Cafe Ltd Standard Not submitted 94% Blocked
Northern Logistics Group Standard Not submitted 100% Ready
Hargreaves Property Mgt Standard Submitted 28 Feb 100% Filed
TechBridge Solutions Ltd Flat Rate Submitted 15 Mar 100% Filed
Pennine Engineering Co Standard Not submitted 87% Blocked
Sarah Mitchell Consulting Flat Rate Submitted 01 Mar 100% Filed

Deadline Summary

Q4 2025 quarterly updates
3
Filed
1
Ready to file
2
Blocked
21 days
Until deadline

MTD Assistant

Tracks quarterly submissions and reconciliation readiness
MTD quarterly tracker loaded
Q4 2025 MTD deadline is 7 April 2026 (21 days away). Current status:

Filed (3): Hargreaves Property, TechBridge Solutions, Sarah Mitchell Consulting

Ready to submit (1):
Northern Logistics — fully reconciled, just needs review and submission.

Blocked (2):
1. Riverside Cafe — 94% reconciled, 12 items outstanding. Tom sent bank statements on 14 Mar, these need processing.
2. Pennine Engineering — 87% reconciled, 28 items outstanding. December bank statements still missing from client. This is the same client with the overdue confirmation statement.

Annual Revenue
0
+14.2% vs last year
76% of £1.35M target
Active Clients
0
+24 net new this year
94% retention rate
WIP (Work in Progress)
0
+15% vs last month
Target: reduce to £85k
Avg Fee per Client
0
+5.8% vs last year
81% of £2,500 target

Monthly Revenue vs Target

FY 2025/26 — £000s

Revenue by Service

Year to date

Team Utilisation

Billable hours this month
Helen Ashworth92%
David Thornton87%
Sarah Pearson78%
Nicola (Admin)65%

Aged Debtors

Outstanding client invoices
PeriodAmountClientsStatus
Current (0-30 days) £64,200 38 Normal
31-60 days £21,800 14 Chase
61-90 days £8,400 5 Overdue
90+ days £4,200 3 Escalate

Practice Insights

Analyses practice performance and suggests improvements
Practice dashboard loaded
Monthly Snapshot — March 2026

Revenue is tracking at 76% of the £1.35M annual target, on pace for the time of year. Client retention at 94% is strong, with 24 net new clients added this financial year. The practice has grown to 512 active clients.

Areas to watch:
1. WIP has increased 15% month-on-month to £124,500. The main contributors are Pennine Engineering year-end (£18.4k), Greenwood Dental onboarding (£8.9k), and a general accounts prep backlog (£91k). Billing needs to keep pace with work done.
2. Aged debtors over 90 days (£4,200 across 3 clients) should be escalated. Total outstanding is £98,600.
3. Emma's utilisation at 78% is below target, but she's handling 3 new client onboardings which is investment in growth.

Investigating...

Platform