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For business owners and their accountants

Know where your business stands before the books are done.

Understand what your business has earned and where the cash stands. Keep the records behind those figures together, with your accountant working from the same information.

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Built around the statements and records you bring in.

September 2026
Overview

Good morning, Jo

Here’s where North & Crumb Bakery stands this month.

Recorded cash
£74,275
Trading income
£31,480
Business costs
£24,120
Trading result
+£7,360
Recorded cash£68,940 to £74,275
Needs your attention
  • 2 questions from PriyaAmazon Business purchase and Hiscox policy
  • One receipt is missingShell Kingsway · £68.42 · 15 Sep
  • Santander statement importedCheck that the period is complete

Illustrative workspace with sample figures. Your position depends on the records entered and reviewed.

Everyday understanding

Understand the figures behind the month.

See recorded business activity alongside cash and outstanding amounts. Money introduced by the owner stays separate from trading.

01

Trading result

What was recorded?

See recorded income less business costs. Your accountant may make further adjustments when preparing the accounts.

02

Cash position

What do the records show?

Compare recorded cash movements with your bank statement. Check the account and reporting date before relying on the balance.

03

Invoices and bills

Who owes what?

Track unpaid customer invoices and supplier bills. See what is overdue and what may affect cash next.

04

Planning

What could come next?

Explore what future cash could look like using recorded activity and the assumptions you enter. Forecasts are estimates.

Owners and accountants

Your business. A shared set of records.

Invite your accountant to work from the information you keep in Struxra. Questions can stay attached to the relevant transaction, so the explanation remains with the record.

  • Shared recordsReview transactions with their supporting documents.
  • Questions with contextAnswer requests about specific items while the details are still familiar.
  • Access you controlChoose the accountant’s permissions. Revoke access when the relationship ends.
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Who it’s for

A workspace for your side of the business.

Sole traders

Understand trading activity without mixing drawings into business costs.

Limited companies

Keep company activity separate from money moving between the business and its directors.

Accountants

Review shared client records and carry out supported work where authorised.

Start with one complete month.

Bring in a bank statement and review the activity against your records. Add the supporting documents your accountant needs.

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