In Development — Preview

NUMRIX

Numrix Finance handles your invoicing, expenses, payroll, and tax calculations automatically and is powered by AI — so you can focus on your business, not your bookkeeping.

HMRC integration and Making Tax Digital submission features are currently under review and will only be available once approved.

Tax & Calculations

  • Real-time PAYE & NIC calculation
  • Self-assessment support
  • Corporation tax estimates
  • Auto-enrolled pension (AE) handling
  • Student loan deductions

Invoicing & Quotes

  • Branded invoices
  • Auto-reminders & payment tracking
  • Quote/estimate generation
  • Recurring invoices for contractors

Expenses & Bills

  • Receipt scanning with OCR
  • Mileage tracker (HMRC rates)
  • Automatic categorisation
  • Supplier bill management

Payroll & PAYE

  • Full RTI submission to HMRC
  • P45, P60, P11D generation
  • Directors salary & dividends
  • Payslip generation

CIS

  • CIS deductions & verification
  • Monthly CIS returns (CIS300)
  • Subcontractor statements
  • HMRC verification checks

VAT (MTD)

  • MTD-compliant VAT returns
  • Flat Rate Scheme support
  • Digital record keeping
  • Auto-populated from transactions

Banking & Payments

  • Open Banking integration
  • Auto bank feed & reconciliation
  • Payment initiation
  • Multi-currency support

Reporting & Analytics

  • Profit & loss in real-time
  • Balance sheet
  • Cash flow forecasting
  • Tax liability dashboard

AI Features

  • Smart expense categorisation
  • Receipt data extraction
  • Tax-saving recommendations
  • Automated bookkeeping suggestions

Collaboration

  • Invite accountant or bookkeeper
  • Client portal access
  • Role-based permissions
  • Activity logs & audit trail

Security & Compliance

  • HMRC-recognised software
  • End-to-end encryption
  • GDPR compliant
  • SOC 2 Type II certified

Document Management

  • Cloud document storage
  • Automatic filing by category
  • Secure client document sharing
  • Version control & history