Financial records and UK tax, organised
LedgerOS helps self-employed professionals and small businesses turn bank statements and financial records into organised, reviewable tax information and filing-ready records.
Know your numbers
LedgerOS is not a full accounting suite. It is a focused tool for turning bank statements and financial records into organised tax information, so you know where you stand before filing.
- Import bank statements via CSV or PDF with AI-assisted categorisation
- Deterministic UK tax engine supporting 2024/25 through 2027/28
- Business and personal transaction classification with bulk review
- Built for Making Tax Digital with filing preparation checklists
TechPeak Lab LTD
Updated 15/08/2026
Tax year 2025/26·347 transactions · 18 documents
£87,450
all business receipts
£23,180
HMRC deductions
£64,270
income less expenses
78%
12 records need attention
Income by Category
- Invoicing£52,300 (60%)
- Direct Debits£15,200 (17%)
- Card Payments£11,800 (14%)
- Bank Transfers£8,150 (9%)
312 of 347 categorised · 15 receipts verified
Spending Breakdown
Tax Years
- 2024/25filed
- 2025/26active
- 2026/27upcoming
- 2027/28upcoming
Recent Activity
- 2h ago
Statement imported
Barclays business account - 47 transactions parsed
- 5h ago
Category confirmed
12 transactions bulk-assigned to Office & Equipment
- 1d ago
Tax estimate updated
2025/26 estimate revised to £19,281
- 2d ago
Receipt uploaded
Adobe Creative Cloud subscription - £54.99
MTD Compliance
2/4 quarters82%
filing readiness
- Bank statements imported
- All transactions categorised
- Business vs personal split
- Receipts matched
- Tax calculation reviewed
Upcoming Deadlines
- Self Assessment filingtax31 Jan 2027
- VAT return Q3vat07 Feb 2027
- Corporation Tax paymenttax01 Apr 2027
Everything you need for tax-ready records
From statement import to tax calculation, LedgerOS covers the full path from raw bank data to organised financial records.
Statement Import
Import bank statements as CSV with deterministic parsing, or PDF with AI-assisted extraction and safe fallback.
Transaction Management
List, filter, sort, categorise, and review transactions with bulk operations and business/personal classification.
UK Tax Calculations
A versioned, deterministic tax engine supporting tax years 2024/25 through 2027/28, with SA100 box mappings.
MTD Compliance
Filing preparation checklists, missing-information detection, and readiness for Making Tax Digital.
Budgeting & Savings
Envelope budgeting, auto-save round-ups, spending alerts, and financial health scoring.
Invoicing & Cash Flow
Create and send invoices, track payments, manage cash flow, and handle simplified expenses.
Start with LedgerOS
Open LedgerOS to start organising your financial records, or book a demo to see how it fits the ComplyraOne platform.