Accounts and journals
Keep structured entries and supporting context together for review.
Business finance
CoreCare Finance
For small UK organisations that need a clearer view of everyday accounts, invoices, journals and cash position.
Guided evaluation Representative finance workflows are available to evaluate now. Tax, bank-feed, accounting, statutory reporting and production readiness must be agreed before live use.
Representative workspace£48.2k
Cash available
+8.4% this monthBuilt for the work
Less chasing. More operational clarity.
CoreCare Finance is an operational finance workspace for keeping records and day-to-day visibility together. Statutory, tax and external accounting requirements are confirmed with you before production use.
Common problems it is designed to address
- Cash and invoice information held in disconnected files
- Reconciliation work that is hard to review
- Management figures arriving too late for practical decisions
Sales and purchase records
Follow invoices, balances and everyday finance activity from a shared workspace.
Cash visibility
Bring current balances and near-term movement into a clearer operating view.
Financial reporting
Produce consistent management views from the records held in the workspace.
A working day
From first action to clear follow-up.
The exact configuration follows your roles and process. This is the representative flow used in a guided demonstration.
Record activity
Enter and review everyday transactions using agreed account structures.
Reconcile
Work through unmatched items and keep review status visible.
Understand position
Use current management views to identify exceptions and next actions.
Reporting views
See what needs attention.
- Invoice and balance position
- Cash and reconciliation status
- Management account summaries
Confirm before live use
No hidden assumptions.
These items are checked and agreed during onboarding:
- HMRC, tax and statutory-reporting needs
- Bank feeds and external accounting connections
- Treatment of historical records and opening balances
Fit and requirements
Decide with the practical details visible.
A guided evaluation is not unrestricted production approval. These requirements make the current fit and limitations explicit before you invest time.
Best suited to
- Small UK organisations wanting clearer day-to-day finance records
- Teams working with an accountant or finance adviser
- Businesses prepared to validate opening balances and outputs
Not suited to
- Use as assumed tax, legal or accounting advice
- Businesses requiring an unverified HMRC submission or bank feed immediately
- Offline-only bookkeeping
Sole traders and small organisations; entities, users, transaction volume and reporting needs are agreed before ordering.
Modern desktop and tablet browsers. Desktop use is recommended for detailed finance review.
A stable internet connection is required. Offline accounting operation is not currently promised.
Opening balances and historical records are assessed, mapped and reconciled with the customer or adviser.
Chart-of-accounts review, access setup, opening-data validation and output sign-off. Timing depends on record quality and statutory scope.
Product support and implementation assistance as stated in the order; professional accounting advice is not included.
Current capability matrix
Available, conditional or not offered
The labels below use the same meaning across all five CoreCare products. “Available to evaluate” means a representative workflow can be explored; it does not by itself approve production use.
| Capability | Status | What that means |
|---|---|---|
| Accounts, journals, invoices and cash visibility | Available to evaluate | Representative financial data is included in the guided evaluation. |
| Management reporting and reconciliation | Available to evaluate | Outputs must be checked against the organisation’s requirements. |
| HMRC submissions, bank feeds and external accounting links | Confirm before live | No universal connection is claimed. |
| Professional accounting or tax advice | Not currently offered | Customers remain responsible for appropriate professional review. |
Current limitations
- No universal HMRC filing or bank-feed claim
- No substitute for professional advice
- Historical migration and statutory outputs require validation
Implementation
A guided route from trial to readiness.
A trial is an evaluation workspace. Moving real operations into CoreCare happens only after an agreed readiness review.
- 1
Map chart of accounts and user responsibilities
- 2
Assess opening balances and migration sources
- 3
Confirm review and approval workflow
- 4
Validate outputs with your finance adviser before live use
Representative trial data
Explore the workflow without exposing a customer workspace or introducing sensitive production records.
Product-owned sessions
Each product validates its registered accounts and creates its own separate session.
Scope confirmed in writing
Migration, integrations, support and production requirements are agreed before live use.
Finance questions
What to confirm before you begin.
Tell us how your team works and we will answer against your actual setup.
Ask a questionIs every tax or statutory submission included?+
No universal claim is made. We confirm your statutory and HMRC requirements before production use.
Can our accountant review it?+
We can demonstrate roles and reporting, then agree the access and outputs your accountant needs.
See it with your workflow
Explore Finance for 30 days.
No payment card is required. We prepare a representative workspace and activate the trial when it is ready.