Dashboard
Your company at a glance.
Recent activity
No transactions yet.
Revenue by channel
No revenue in this period.
Figures are net of VAT. “Unassigned” groups revenue posted on entries with no channel set. Reversed entries net out automatically.
Revenue by customer
No revenue in this period.
Figures are net of VAT. “No customer” groups revenue on entries with no contact recorded — till takings and card settlements usually land there. Reversed entries net out automatically.
Audit & Planning
Planning documentation, audit walkthrough, and findings — generated from your company profile.
Complete your company profile first, then click Regenerate.
Audit scope
Generate plan to populate.
Key audit assertions
Generate plan to populate.
Audit planning checklist
0 / 0 complete
Generate the audit plan to see the checklist.
Generate the audit plan to see walkthrough steps.
Audit findings & recommendations
No findings recorded yet.
Profile change audit log
TimestampFieldPrevious valueNew value
No changes recorded.
New entry
Choose how you want to record it.
Guided entry
Pick from categories like "I made a sale" or "I spent money" — we’ll build the journal for you.
Raise an invoice
Create a professional invoice with logo, VAT, terms, and line items.
Record an expense
Log a cost with the correct expense account and payment status.
Manual journal entry
Full debit/credit journal with account selection and evidence upload.
CSV batch import
Import multiple sales or expenses from a spreadsheet in one go.
Log time → Invoice
Track billable hours per client, then convert into a professional invoice.
New invoice
Record an invoice issued to a client.
Invoice details
When the customer received it. Same as the invoice date unless you invoice later.
Line items
Description
Qty
Unit price
Line total
Journal preview
Add line items to preview…
Invoice sent to the customer *
Invoices
Compose, send, then post. A draft has no number and no effect on the books — it becomes an entry when you issue it.
Invoice
The document, as your customer sees it.
Scan a document
Drop a receipt, a supplier bill, or an invoice you raised elsewhere. Berified reads what it can, leaves what it cannot, and says which is which. The document you drop becomes the entry’s evidence — you will not be asked for it again.
Which way is the money going?
Money out
A receipt you were given, or a bill from a supplier.
Money in
An invoice you raised, in other software.
New expense
Record a business cost.
Expense details
When it happened. The day you record it is kept as the entry date automatically.
Journalpreview
Enter amount to preview…
Receipt or supplier bill *
Manual entry
Post a custom double-entry transaction.
Entry details
When it happened. The day you record it is kept as the entry date automatically.
Prepared by you
AccountDebitCredit
Not balanced
Upload an invoice, receipt, bank statement, or other proof. You can also paste a screenshot (Ctrl+V / Cmd+V).
Click to browse, drag & drop, or paste screenshot
PDF, PNG, JPG, Excel, CSV — max 50 MB
Guided entry
Answer plain-English questions — we record the journals for you.
1
What are you recording?
Choose the type of transaction.
Bulk import transactions
Add many sales or expenses at once from a spreadsheet or a platform export (Shopify, Etsy, Amazon, Stripe, a POS). Each row needs an order/invoice number and a link to the order as evidence.
How this import works. This bulk-adds individual transactions from a platform or spreadsheet — it's an entry accelerator, not a full system migration (bringing over opening balances / a trial balance at a cut-over date is a separate mode we'll add later). Revenue is recognised at the point of sale: each row posts as an outstanding entry (sales → Accounts Receivable, expenses → Accounts Payable); you record the cash when it's collected. Every row must carry an order/invoice number and a link to that order as evidence the sale is real and inspectable. A link is a pointer, though — for a durable audit trail, revisit each entry and upload the actual invoice.
1 · Upload & configure
Any headers are fine — you'll map your columns to Berified fields in the next step. Default VAT applies to rows with no VAT column.
Time Log
Track billable hours, then generate invoices from logged time.
Log time
Time log
| Date | Client | Description | Hours | Rate | Total | |
|---|---|---|---|---|---|---|
No time logged yet. | ||||||
Contacts
Customers and suppliers you trade with.
Journal
All posted double-entry transactions.
| Journal # | Entry date | Transaction date | Document # | Description | Amount |
|---|---|---|---|---|---|
No entries yet. | |||||
Corporation tax
The computation from profit per the accounts to tax due, with its working.
Choose an accounting period.
Notes & breakdown
What each line of the financial statements is made of. Click any account to see its entries.
Building the notes\u2026
Subledgers
What makes up each balance sheet total — and whether it still agrees with the ledger.
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Financial statements
Statutory format, with comparatives \u2014 ready to send to your accountant.
Building the statements\u2026
Aging Analysis
Debtors (Accounts Receivable) and creditors (Accounts Payable) bucketed by age. Based on your journal entry dates.
Debtors — Accounts Receivable
Invoice aging — debtors
| Reference / description | Document # | Contact | Date | Age | Original | Collected | Outstanding | |
|---|---|---|---|---|---|---|---|---|
No A/R entries found. Post invoices using "New invoice". | ||||||||
Creditors — Accounts Payable
Purchase order / bill aging — creditors
| Reference / description | Document # | Contact | Date | Age | Original | Paid | Outstanding | |
|---|---|---|---|---|---|---|---|---|
No A/P entries found. Post expenses as "Not yet paid" to see them here. | ||||||||
Financial Ratios
Key performance ratios with month-by-month trend analysis.
Ratios are calculated from your journal entries.
Current period snapshot
Liquidity ratios
Current ratio (current assets / current liabilities)
Cash ratio
Profitability ratios
Gross profit margin (%)
Net profit margin (%)
Efficiency & leverage
Expense ratio (Expenses / Revenue %)
Revenue vs expenses (cumulative)
Ratio definitions & benchmarks
| Ratio | Formula | Healthy range | What it tells you |
|---|
Chart of Accounts
Every account your books use. Built from your business profile — add more whenever you need them.
VAT Return
Generate your 9-box VAT return from journal data. Review before filing with HMRC.
Bank
Connect your bank accounts, then match transactions to your books.
Connected banks
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Reconciliation
Loading transactions…
Closing the books
What is outstanding as at a date, and then locking it. Everything Berified keeps right monthly is already done; this is what is only right as at the date you are filing.
Outstanding as at
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Approvals
Manual entries waiting for a second pair of eyes. Nothing here has reached your accounts yet.
Waiting for approval
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Decided
The last 30 approvals and rejections
Nothing decided yet.
Team
Who can open these books, what each person can do, and who checks entries before they post.
Members
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Approvals
Invitations
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Access activity
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Account
Your personal account settings.
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—
Sign-in security
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Recovery codes
—
Generating a new set invalidates the old one.
Using a new phone?
Set up your authenticator again. Your current codes stop working, and
every remembered device is signed out.
Remembered devices
These skip the code for 30 days. Revoke any you do not recognise, or
no longer have.
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Other sessions
Signed in on a computer you no longer use, or think someone else is
using your account? Sign out everywhere except here. Then reset your
password if you think it is known.
Data protection
If you think we have handled personal data wrongly — yours, or anyone
else’s that we hold — you can tell us and we will look into it.
We acknowledge every complaint within 30 days.
Profile
Your name
Email
Your organisations & access
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Company profile
Set up or edit your company details.
Changes save as you go