Cybexis Accounts Portal
Simple, secure bookkeeping for small businesses and sole traders: invoices, estimates, expenses and tax figures in one place, without the cost and complexity of a full accounting package.
Version 3.2.5
Manage income and expenditure, simply
A cost-effective way for small businesses to manage income and expenditure, on a tablet, phone or computer.
Send estimates and invoices, chase late payers automatically, capture costs in seconds and see where you stand at a glance, without the cost and complexity of a full accounting package. A few minutes a month, prompted by email, keeps the books up to date.
Who it's for
Small businesses that want simple, affordable bookkeeping
- Sole traders: every feature, including tax estimates and Self Assessment and Making Tax Digital deadlines.
- Small businesses: invoicing, estimates, payment reminders, expenses, receipts, mileage, bank statement import and reports.
- Their accountants: clean spreadsheets, quarterly summaries and a year-end export.
Getting started
Up and running in an afternoon
- Request access and tell us a little about your business.
- A member of our team gets in touch to set up your account.
- Sign in, turn on two-step sign-in and follow the 30-minute setup in the feature guide.
Features
Everything you need to stay on top of the books
Dashboard that tells you what to do
Key figures, money owed, tax to put aside and a short Needs attention list, each item with a one-tap fix.
Estimates that become invoices
Email an estimate, let the customer accept it online, then turn it into an invoice in one tap. Nothing is typed twice.
Polite, automatic payment reminders
Overdue invoices are chased by email on the days you choose, and you get a summary of who was chased.
Expenses in under a minute
Snap the receipt at the till, set up regular costs once, and log business miles at HMRC rates.
Bank statement import
Upload your bank's CSV: payments are matched to invoices and marked paid, and costs are recorded for you.
Figures ready for Making Tax Digital
Quarterly tax summaries by HMRC category, deadline reminders and a year-end export for your accountant.
Tax estimates, deadline reminders and Making Tax Digital summaries are built for sole traders (Self Assessment). The portal prepares figures for you or your accountant; it doesn't send anything to HMRC itself.
Security
Built by a cyber security consultancy
Your financial records and customer details deserve the same protection we recommend to our clients.
Two-step sign-in
An authenticator app code on every sign-in, so a stolen password alone can't open your accounts.
Automatic sign-out
You're warned after 30 minutes without use, then signed out. Repeated wrong passwords are slowed down.
Stored in London, kept separate
Your data is encrypted, held in London and kept separate from every other business.
Backed up continuously
35 days of point-in-time recovery, plus monthly copies kept for seven years.
Sign-in history and activity log
See every sign-in, including failed attempts, and who changed what and when.
Private links you control
Customers view invoices, estimates and statements through private links you can withdraw at any time.
A suggested routine
About five minutes a week and twenty minutes a month
The portal emails you a monthly check-in and reminders before each tax deadline, so you know when to look.
1 minute
At the till
Quick add with a photo of the receipt.
2 minutes
When a job is done
Turn the estimate into an invoice and email it.
15 to 20 minutes
On the 1st of the month
When the check-in email arrives, upload the bank statement and clear Needs attention.
10 minutes
When a tax deadline is near
Download the quarterly summary for your accountant or Making Tax Digital software.
Ready to simplify your books?
Request access for your business, or read the feature guide first.